FPA ANNUAL CONFERENCE 2017SCHEDULE

RE GI ST ER AT FPAANNUAL.OR G/ R EGISTER

O CTOBE R 2 – 4, 2017 | NASHV ILL E, TN

The schedule of events is subject to change. A continuously updated version is available at fpaannual.org. The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

7:00 am – 8:45 am CFP® Ethics

8:00 am – 8:45 am First Time Attendee Orientation

10:15 am – 10:45 am Break

10:45 am – 11:45 am Protecting Your Assets fromYour Future Former SpouseDaniel Run, JD, LL.M.

Sustainable Spending for RetirementWade Pfau, Ph.D., CFA

Advanced Strategies in Planning with Life Insurance Moderator: Toby Love

Women, Money & Divorce: The Financial Challenges Women Face During This TransitionStacy Francis, CFP®, CDFA, CES

Academic Research PresentationsJournal of Financial Planning and Academy of Financial Services

Why You Don’t Know What You Think You Know – U.S. and International Case Studies from the Field! Jennifer Patterson, CFP®, CIMA, TEP

11:45 am – 1:30 pm Exhibit Hall Grand Opening and Lunch

11:45 am – 7:30 pm Exhibit Hall Open

12:15 pm – 1:15 pm Professional Development Center Session #1 – Fairway Independent Mortgage

Monday, October 2

02 The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

SCH E D UL E

Phillip FulmerCollege Football Hall of Fame CoachLearn the impact Coach Fulmer had as a football coach, mentor and motivational speaker. Fulmer built his program by motivating his teams to victory when the pressure was highest. His motivation was rooted in his role as a principled mentor who pushed his young men to grow socially, spiritually, academically, personally, and athletically.

9:00 am – 10:15 amGENERAL SESSION

“The Annual Conference is a great conference, and if you come with the

right attitude, and are willing to jump in and reach out and meet other people,

you will get the full experience.”

JEANNA FIFER, CFP ® FPA MEMBER

03The schedule of events is subject to change. A continuously updated version is available at fpaannual.org. The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

SCHEDULE

7:00 am – 8:45 am CFP® Ethics

8:00 am – 8:45 am First Time Attendee Orientation

10:15 am – 10:45 am Break

10:45 am – 11:45 am Protecting Your Assets fromYour Future Former SpouseDaniel Run, JD, LL.M.

Sustainable Spending for RetirementWade Pfau, Ph.D., CFA

Advanced Strategies in Planning with Life Insurance Moderator: Toby Love

Women, Money & Divorce: The Financial Challenges Women Face During This TransitionStacy Francis, CFP®, CDFA, CES

Academic Research PresentationsJournal of Financial Planning and Academy of Financial Services

Why You Don’t Know What You Think You Know – U.S. and International Case Studies from the Field! Jennifer Patterson, CFP®, CIMA, TEP

11:45 am – 1:30 pm Exhibit Hall Grand Opening and Lunch

11:45 am – 7:30 pm Exhibit Hall Open

12:15 pm – 1:15 pm Professional Development Center Session #1 – Fairway Independent Mortgage

The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

1:30 pm – 2:30 pm Assisting Divorcing Clients with Financial Matters — Including a Specialization in Forensic Accounting and Fraud Examinations on Behalf of ClientsPeggy Tracy, CFP®, CPA

Let’s All Learn How to Fish…to Sustain Long-Term Economic GrowthMichael S. Falk, CFA, CRC

Academy of Financial Services Session

NexGen Mini Talks

Could a Health Savings Account Be Better than an Employer — Matched 401(k)?Greg Geisler, Ph.D.(Montgomery-Warschauer Award winner)

Understanding How the Brain Impacts Financial Decision-MakingTed Klontz, Ph.D.

2:30 pm – 3:00 pm Break — Visit our Partners at the Exhibit Hall

3:00 pm – 4:00 pm The Crazy World ofHealth Care ReformCarolyn McClanahan, CFP®, MD

Divorce — High LevelTax ImplicationsJere Doyle, JD, LL.M.

Academy of Financial Services Session

Tax Reform Act: What You Need to KnowJohn Scroggins, JD, LL.M., AEP®

4:00 pm – 4:30 pm Break — Visit our Partners at the Exhibit Hall

4:30 pm – 5:30 pm Academy of Financial Services Session

5:30 pm – 7:30 pm Opening Reception

6:00 pm – 7:00 pm Roundtable — How to Get PublishedModerator: Ben LewisMedia Panel

Roundtable — Practice Management and Marketing Issues for NexGens and Millenials

Roundtable — What I have Learned in Growing My Practice over the Last Ump-Teen YearsRoss Richardson, CFP®; Bill Carter, CFP®, ChFC®, CLU®; Paul Fain, CFP®

Roundtable — Dealing with Divorcing Clients

Roundtable —Retirement RealitiesRobert Powell

Theory in Practice Knowledge Circle

Monday, October 2

TE D KLO N TZ , PH .D.President at Klontz Consulting

Understanding How the Brain Impacts Financial Decision-Making Founder of the Financial Psychology Institute. Author of Mind Over Money. Associate Professor of Practice of Financial Psychology & Behavioral Finance at Creighton University.

CFP CE TOPIC: BEHAVIORAL FINANCE

FEATURED SPEAKER

GENERAL SESSION

04 The schedule of events is subject to change. A continuously updated version is available at fpaannual.org. The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

6:30 am – 7:45 am Breakfast

7:00 am – 7:55 am Partner Breakfast SessionsCommonwealth Financial, Dimensional Fund Advisors Network, Longbridge Financial, Social Security Solutions

9:30 am – 10:00 am Break — Visit our Partners at the Exhibit Hall

9:30 am – 7:30 pm Exhibit Hall Open

10:00 am – 11:00 am Advanced Strategies and Structure: Use Life Insurance to Increase Your Net A� er — Tax ROISusan J. Bruno, CPA/PFS, CFP®

Academic Research PresentationsJournal of Financial Planning and Academy of Financial Services

Factor Based InvestingLarry Swedroe, CPA

Capitol PreferencesChris Davis

Retirement Planning Knowledge Circle

11:00 am – 11:30 am Break — Visit our Partners at the Exhibit Hall

11:30 am – 12:30 pm The Health Care Mosh Pit: Hot Topic UpdatesKaty Votava, Ph.D., CFP® and Carolyn McClanahan, MD, CFP®

Wealth Planning for Foreign People Coming to the U.S.Andrew Fisher, CFA, CPA

Costly Mistakes to Look for in a Client’s Estate PlanningJohn Scroggins, AEP, JD, LL.M.

11:30 am – 12:30 pm Women and Finance Knowledge Circle NexGen Town Hall

Tuesday, October 3

Ron InsanaContributor to CNBC and MSNBC

As the U.S. and global economies move toward recovery, learn how Ron Insana applies his journalistic perspective to how Wall Street, Main Street and Washington shape what the new normal means for all of us.

8:15 am – 9:30 am

SCH E D UL E

“The FPA Annual Conference is an awesome

opportunity to come into a venue that is

unique and di� erent and part of the FPA

community that can’t be repeated anywhere else.”

JANET STANZAK, CFP ®

FPA MEMBER

05The schedule of events is subject to change. A continuously updated version is available at fpaannual.org. The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

Tuesday, October 3

12:30 pm – 1:45 pm Lunch / Exhibit Hall Open

1:00 pm – 3:00 pm Financial Planning Challenge — How Do You Know?

1:45 pm – 2:45 pm Women’s Panel: Why It Is Imperative to Bring Women Into the Forefront of Your Practice and Not Just the Back O� iceModerator: Susan J. Bruno, CPA/PFS, CFP®

Panelists: Stacy Francis, CFP®, CDFA, CES; Sara Hamilton, MBA; Cheryl Holland, CFP®; Nicole M. Perkins, JD

2:45 pm – 3:15 pm Break — Visit our Partners at the Exhibit Hall

3:15 pm – 4:15 pm How the Family O� ice Supports the Family EnterpriseSara Hamilton, MBA

CFP® Board Session

Advanced FinancialPlanning Strategies for Unmarried CouplesJoshua (JT) Hatfield Charles, CFP®, ChFC, CLU®, CEP, ADPA

Investment PlanningKnowledge Circle

International Cross-BorderKnowledge Circle

4:15 pm – 4:45 pm Break — Visit our Partners at the Exhibit Hall

4:45 pm – 5:45 pm Technology Panel — Digital Technology and the Evolution ofFinancial Planning

Counseling Americans Leaving the U.S. and Moving Elsewhere — Oops and Aha MomentsBrian Wruk, CFP®, MBA

Public Policy and Regulation Knowledge Circle

Business SuccessKnowledge Circle

Understanding and Managing Debt for the Young Emerging PhysicianMichael R. Clancy, MBA, CFP®, CLU®

Executive Comp StrategiesTim Kochis, JD, CFP®

5:45 pm – 7:30 pm Cocktail Reception in the Exhibit Hall

FEATURED SPEAKER

KATY VOTAVA , P h .D.President at GOODCARE.COM,OnMedicare Columnist at InvestmentNews

Coming to Grips with Today’s Health Care IssuesA major focus of Dr. Katy’s research is health care costs and outcomes for people during their retirement years. She has been featured on the Nightly Business Report, Health.com and speaks frequently on health care finance.

CFP CE TOPIC: RETIREMENT PLANNING AND INSURANCE PLANNING

SCHEDULE

06 The schedule of events is subject to change. A continuously updated version is available at fpaannual.org. The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

6:00 pm – 7:00 pm Roundtable — EstatePlanning and Tax Reform: Making the Adjustments Moderator: Robert PowellPanelist: John Scroggins, AEP, JD, LL.M.

Roundtable —Financial Planning Challengesin Today’s WorldModerator: Rita Cheng, CFP® Panelist: Sameer Somal, CFP®

Roundtable — Passing the Torch: Succession Planning IssuesModerator: Tim Kochis, JD, CFP®

Roundtable — Investment Outlook for the Balanceof the Decade

Roundtable — Technology Realities

8:30 pm – 11:30 pm FPA Annual Conference Party

Tuesday, October 3 (cont.)

6:30 am – 7:45 am Breakfast

7:00 am – 7:55 am Breakfast Sessions

9:30 am – 10:00 am Break

Wednesday, October 4

Jean ChatzkyWhat the World’s Wealthiest,Most Successful People Do Di� erently

Award-winning journalist, best-selling author and sought-a� er motivational speaker Jean Chatzky has created a global platform that is making significant strides to help millions of men and women battle an epidemic with a devastating impact–debt. Jean is the financial editor for NBC’s Today, a contributing editor for More Magazine, a columnist for The New York Daily News, and a contributor to The Oprah Winfrey Show. She also hosts a daily show on Oprah Radio, exclusively on Sirius/XM Radio.

8:15 am – 9:30 amGENERAL SESSION

SCH E D UL E

“It's an opportunity to build relationships with other financial planners, meet partners and inventors that can help you be successful in your practice.”

EVELYN ZOHLEN, MBA, MS, CFP ®FPA MEMBER

07The schedule of events is subject to change. A continuously updated version is available at fpaannual.org. The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.

Wednesday, October 410:00 am – 11:00 am Color Your Message —

The Art of Digital Marketingand Social MediaLisa Caprelli

An In-Depth Look at Optimal Rebalancing StrategiesMichael Kitces, MSFS, MTAX, CFP®, CLU, ChFC

Academic Research PresentationsJournal of Financial Planning and Academyof Financial Services

Tax Planning Knowledge Circle

11:00 am – 11:30 am Break

11:30 am – 12:30 pm Charitable Giving Trends: Leveraging Complex Assets to Maximize Impact for Your ClientsBryon K. Clontz, CFP®, CLU®, ChFC, CAP, AEP

CyberSecurity Issues in Financial Services:How to Stay ProtectedSteven Ryder, MS, CFP®, CCIM, ChFC

Cross-Border Perspectives: The Issues You Want to Share — Based on the FPA Knowledge Circle Survey Panelists: Brian Wruk, CFP®; Marina Hernandez, CFP® , EA; Jennifer Patterson, CFP® : Andrew Fisher, CFA, CPA

Five Industry Trends Reshaping Financial AdviceMichael Kitces, MSFS, MTAX, CFP®, CLU, ChFC

Best Practices:Success Stories of Today’s NexGen and Millennial Practitioner

The DOL Ruling:A� erwards — Now WhatDoug Lennick, , CFP®

NexGen Wiser Together Café

1:30 pm – 3:30 pm CFP® Ethics

FEATURED SPEAKER

CH E RYL H O L L A N D, CF P ®President & Founder of Abacus Planning Group

The Leadership Pipeline: Recruiting, Mentoring and Developing the Next Generation Recognized as one of the top 30 most influential people in NAPFA’s 30-year history.

CFP CE TOPIC: PRACTICE MANAGEMENT AND CAREER DEVELOPMENT

SCHEDULE

“The FPA Annual Conference is a absolutely great way for someone to sharpen their axe at a lot of di� erent levels. There are so many di� erent

opportunities for learning.”

DENNIS STEARNS, CFP ®, Ch FCFPA MEMBER

REGISTER BY AUGUST 18 TO SAVE $200ON THE CONFERENCE RATE

FPA ANNUAL CONFERENCE 2017

RE GISTER AT FPAANNUAL. ORG/ R EGISTER

OCTOBE R 2 – 4, 2017 | NASHV ILL E, TN