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Full Schedule

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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