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Mon, May 6
Tue, May 7
Wed, May 8
Thu, May 9
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
Powered by
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
Powered by
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
Powered by
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
Powered by
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