Full Schedule

All Days
Mon, May 6
Tue, May 7
Wed, May 8
Thu, May 9

Full Schedule

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Monday, May 6, 2024
9:10 AM – 2:50 PM MST
Pre-Retreat Golf

9:10 AM – 2:50 PM MST

Pre-Retreat Golf

Location: Ventana Canyon Club

Event

9:30 AM – 10:00 AM MST
First-time Attendee Coffee Meet-up

9:30 AM – 10:00 AM MST

First-time Attendee Coffee Meet-up

Location: Vista Barista

Event

1:00 PM – 4:30 PM MST
Network with Exhibitors

1:00 PM – 4:30 PM MST

Network with Exhibitors

Location: Grand Ballroom Foyer

1:00 PM – 6:00 PM MST
Event Registration and Help Desk

1:00 PM – 6:00 PM MST

Event Registration and Help Desk

Location: Tortolita

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4:00 PM – 6:00 PM MST
Recharge Zone

4:00 PM – 6:00 PM MST

Recharge Zone

Location: Rincon

4:30 PM – 5:30 PM MST
Retreat Opening

4:30 PM – 5:30 PM MST

Retreat Opening Circle

Location: Kiva Ballroom

5:30 PM – 7:30 PM MST
Opening Reception and Dinner

5:30 PM – 7:30 PM MST

Opening Reception and Dinner

Location: Bill's Grill and Cascade Terrace

Meal

8:00 PM – 11:59 PM MST
Afterglow

8:00 PM – 11:59 PM MST

Afterglow

Location: Hotel Bar

Event

Tuesday, May 7, 2024
7:00 AM – 7:00 PM MST
Recharge Zone

7:00 AM – 7:00 PM MST

Recharge Zone

Location: Rincon

7:30 AM – 9:00 AM MST
Breakfast

7:30 AM – 9:00 AM MST

Breakfast

Location: East-West Foyer and Patio

Meal

7:30 AM – 4:45 PM MST
Network with Exhibitors

7:30 AM – 4:45 PM MST

Network with Exhibitors

Location: Grand Ballroom Foyer

8:00 AM – 5:00 PM MST
Event Registration and Help Desk

8:00 AM – 5:00 PM MST

Event Registration and Help Desk

Location: Tortolita

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9:00 AM – 10:30 AM MST
Think Like a Futurist

9:00 AM – 10:30 AM MST

Think Like a Futurist

Location: Salon BC

Erica Orange – The Future Hunters

General Session

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10:30 AM – 11:00 AM MST
Break

10:30 AM – 11:00 AM MST

Break

Location: Grand Ballroom Foyer

Break

11:00 AM – 12:15 PM MST
Educational Breakout Sessions | Block 1

11:00 AM – 12:15 PM MST

Bring New Energy to Your Digital Marketing Strategy

Location: Salon J

Samantha Allen (she/her/hers) – Carson Group

Breakout Session

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11:00 AM – 12:15 PM MST

Myth Busters: The Succession Planning Edition

Location: Salon K

Nicole Madosik – Mission Wealth Management

Breakout Session

11:00 AM – 12:15 PM MST

Nurturing the Future: Developing and Retaining Next Generation Talent and Clients

Location: Salon A

Kate Healy – AdvoKate IQ, LLC

Breakout Session

11:00 AM – 12:15 PM MST

Your Aging Client: Issues of Diminished Capacity and Elder Fraud

Location: Salon L

Amy Florian, FT – Corgenius, Inc.

Breakout Session

CE 1.5 CFP CE Credit(s)

12:15 PM – 1:45 PM MST
Lunch

12:15 PM – 1:45 PM MST

Lunch

Location: East-West Foyer and Patio

Meal

1:45 PM – 3:00 PM MST
Educational Breakout Sessions | Block 2

1:45 PM – 3:00 PM MST

If You Think Your Tech Stack Is Optimized, Think Again: The Benefits of a Comprehensive Solution

Location: Salon J

Ashleigh Boone – Advyzon

Breakout Session

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1:45 PM – 3:00 PM MST

Preserving Your Personal and Family Stories in a way your family will cherish now and for years to come

Location: Salon L

Aviva Black, Masters, Education (she/her/hers) – Family Love Letters

Breakout Session

1:45 PM – 3:00 PM MST

Reframing Your Practice of Financial Planning as a True Helping Profession – elevating your value, impact, and your process

Location: Salon A

Elizabeth W. Jetton, M.Ed., CFP Board Emeritus ® (she/her/hers) – Jetton Consulting, Financial Planning

Breakout Session

CE 1.5 CFP CE Credit(s)

1:45 PM – 3:00 PM MST

Tax Planning for the Expiration of TCJA, RMDs, and the SECURE Acts

Location: Salon K

Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP, AEP (he/him/his) – Pon & Associates

Breakout Session

CE 1.5 CFP CE Credit(s)

3:00 PM – 3:30 PM MST
Break

3:00 PM – 3:30 PM MST

Break

Location: Grand Ballroom Foyer

Break

3:30 PM – 4:45 PM MST
Educational Breakout Sessions | Block 3

3:30 PM – 4:45 PM MST

AI in Action: Exploring Chatgpt in Financial Planning

Location: Salon L

Eric T. Ludwig, PhD, CFP® – Stockbridge Private Wealth Management LLC

Chet Bennetts, CFP®, PhD, CLU, ChFC, RICP, CLF (he/him/his) – The American College

Breakout Session

CE 1.5 CFP CE Credit(s)

3:30 PM – 4:45 PM MST

Can Money Buy Happiness? A Review of the Relationship Between Wealth, Income, Life Satisfaction, and Positive Affect

Location: Salon K

Joey Khoury, MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA® – Mission Wealth

Breakout Session

CE 1.5 CFP CE Credit(s)

3:30 PM – 4:45 PM MST

Under Siege: The Looming Cyber Threat Over Financial Planners

Location: Salon J

Daniel Metcalf – CyberFin

Breakout Session

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CE 1.5 CFP CE Credit(s)

3:30 PM – 4:45 PM MST

Welcome to the Jungle - The Next Phase of the Evolution of the Wealth Managment Industry

Location: Salon A

Mark P. Hurley, MBA – Digital Privacy & Protection, LLC

Breakout Session

CE 1.5 CFP CE Credit(s)

5:00 PM – 6:00 PM MST
Under the Trees

5:00 PM – 6:00 PM MST

Under the Trees: New Career Paths and Entry Points

Location: Cascade Terrace

5:00 PM – 6:00 PM MST

Under the Trees: Artificial Intelligence

Location: Cascade Terrace

5:00 PM – 6:00 PM MST

Under the Trees: Ensemble Practices

Location: Cascade Terrace

5:00 PM – 6:00 PM MST

Under the Trees: Processes and Systems to Create Efficiencies

Location: Cascade Terrace

6:15 PM – 7:30 PM MST
Dinner

6:15 PM – 7:30 PM MST

Dinner

Location: Bill's Grill

Meal

7:30 PM – 9:00 PM MST
Goofy Golf and Games

7:30 PM – 9:00 PM MST

Goofy Golf and Games

Location: Ventana Heights Terrace

Event

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9:30 PM – 11:59 PM MST
Afterglow

9:30 PM – 11:59 PM MST

Afterglow

Location: Hotel Bar

Event

Wednesday, May 8, 2024
7:00 AM – 7:00 PM MST
Recharge Zone

7:00 AM – 7:00 PM MST

Recharge Zone

Location: Rincon

7:30 AM – 9:00 AM MST
Breakfast

7:30 AM – 9:00 AM MST

Breakfast

Location: East-West Foyer and Patio

Meal

7:30 AM – 3:30 PM MST
Network with Exhibitors

7:30 AM – 3:30 PM MST

Network with Exhibitors

Location: Grand Ballroom Foyer

8:00 AM – 5:00 PM MST
Event Registration and Help Desk

8:00 AM – 5:00 PM MST

Event Registration and Help Desk

Location: Tortolita

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9:00 AM – 10:30 AM MST
Can A Computer Diagnose?

9:00 AM – 10:30 AM MST

Can A Computer Diagnose?

Location: Salon BC

Gurpreet Dhaliwal, MD – University of California San Francisco

General Session

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10:30 AM – 11:00 AM MST
Break

10:30 AM – 11:00 AM MST

Break

Location: Grand Ballroom Foyer

Break

11:00 AM – 12:15 PM MST
Educational Breakout Sessions | Block 4

11:00 AM – 12:15 PM MST

Life Planning Beyond the 3 Questions

Location: Salon K

Danika Waddell, CFP®, RLP, CSLP (she/her/hers) – Xena Financial Planning

Meg Bartelt, CFP®, RLP, MSFP (she/her/hers) – Flow Financial Planning, LLC

Breakout Session

CE 1.5 CFP CE Credit(s)

11:00 AM – 12:15 PM MST

Planning as the Sunsets: A Discussion of the Strategies Advisors and Clients Should Consider Prior to the 2026 Sunset of the Federal Estate Tax Exemption

Location: Salon A

Samuel M. DiPietro, JD, CPA, LLM, MST – Spencer Fane LLP / Grand Canyon University

Breakout Session

CE 1.5 CFP CE Credit(s)

11:00 AM – 12:15 PM MST

Scale With Talent: The Building Blocks of a Winning Team

Location: Salon J

Shauna Mace, CHPC – SEI

Lisa A.K Kirchenbauer, CFP®, CPWA®, RLP®, CeFT® (she/her/hers) – Omega Wealth Management, LLC

Breakout Session

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11:00 AM – 12:15 PM MST

Technology World Cafe

Location: Salon L

Breakout Session

12:15 PM – 1:45 PM MST
Lunch and Under the Trees

12:15 PM – 1:45 PM MST

Lunch and Under the Trees

Location: East-West Foyer and Patio

Meal

1:45 PM – 3:00 PM MST
Educational Breakout Sessions | Block 5

1:45 PM – 3:00 PM MST

20 Years of NexGen: Looking Back and Looking Forward

Location: Salon L

Kevin R. Clark, CFP®, CIMA®, EA – Highview Advisor Group

Laurie Belew, CFP® – Cerity Partners

Michael A. Branham, CFP® (he/him/his) – The Planning Center, Inc.

Autumn Knutson (Campbell), CFP® (she/her/hers) – Styled Wealth

Breakout Session

1:45 PM – 3:00 PM MST

Authentic Intelligence™, the AI for The Inflection Point in the Evolution for Financial Planning

Location: Salon K

Susan Bradley, CFP, CeFT – Sudden Money Institute

Lisa A.K Kirchenbauer, CFP®, CPWA®, RLP®, CeFT® (she/her/hers) – Omega Wealth Management, LLC

Breakout Session

CE 1.5 CFP CE Credit(s)

1:45 PM – 3:00 PM MST

Rethink Your Financial Planning Approach - Connecting Research to Practice

Location: Salon A

Tao Guo, PhD (he/him/his) – Morningstar Investment Management LLC

Breakout Session

CE 1.5 CFP CE Credit(s)

3:00 PM – 3:30 PM MST
Break

3:00 PM – 3:30 PM MST

Break

Location: Grand Ballroom Foyer

Break

3:30 PM – 4:45 PM MST
Educational Breakout Sessions | Block 6

3:30 PM – 4:45 PM MST

Balancing Relationships with Unbalanced Assets - How to Get to 'Us' from 'Yours' and 'Mine'

Location: Salon L

H. Jude Boudreaux, CFP®, GFP (USA) – The Planning Center

Meg Bartelt, CFP®, RLP, MSFP (she/her/hers) – Flow Financial Planning, LLC

Breakout Session

CE 1.5 CFP CE Credit(s)

3:30 PM – 4:45 PM MST

College Debt Traps: Help Your Clients Avoid Mistakes and Pay What They Want

Location: Salon A

Cozy Wittman – College Inside Track

Breakout Session

CE 1.5 CFP CE Credit(s)

3:30 PM – 4:45 PM MST

Confessions of a Former Corporate Counselor: What Every Leader Should Know About Mental Health at Work

Location: Salon K

Mark DeFee, Licensed Professional Counselor (LPC), Board Certified Coach (BCC). (he/him/his) – Mark DeFee Coaching

Breakout Session

4:45 PM – 5:45 PM MST
Happy Hour

4:45 PM – 5:45 PM MST

Happy Hour

Location: Bill's Grill

Event

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5:45 PM – 7:45 PM MST
Dinner On Your Own

5:45 PM – 7:45 PM MST

Dinner On Your Own

9:00 PM – 11:59 PM MST
Afterglow

9:00 PM – 11:59 PM MST

Afterglow

Location: Hotel Bar

Event

Thursday, May 9, 2024
7:00 AM – 10:00 AM MST
Recharge Zone

7:00 AM – 10:00 AM MST

Recharge Zone

Location: Rincon

8:00 AM – 9:00 AM MST
Breakfast

8:00 AM – 9:00 AM MST

Breakfast

Location: East-West Foyer and Patio

Meal

9:00 AM – 10:30 AM MST
Closing Keynote

9:00 AM – 10:30 AM MST

There’s No Business but Show Business

Location: Salon BC

Louie Gravance – Louie Gravance Creative Content

General Session

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