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Wed, May 8
Thu, May 9

Full Schedule

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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