Agenda Topics At A Glance
All sessions are shown in Eastern Time.
3:00 pm – 5:00 pm
Pre-Conference Workshop
Topic To Be Announced Soon
7:00 am – 8:00 am
Breakfast With Exhibitors
8:00 am – 8:05 am
Chairwoman Welcome
8:05 am – 8:55 am
Morning Keynote
9:00 am – 9:50 am
Total Retirement Income Planning (TRIP)
9:50 am – 10:10 am
Refreshment Break With Exhibitors
10:10 am – 11:00 am
A: Want Next Gen Clients? Hire Next Gen Advisors
B: The Harsh Reality: Every Marriage Ends
11:05 am – 11:35 am
A: Education Funding
B: Making AI A Reality In Your Firm
11:40 am – 12:30 pm
A: Investing In Bitcoin
B: Digital Marketing: It’s More Than Lead Gen
12:30 pm – 12:45 pm
Break With Exhibitors
12:45 pm – 2:00 pm
Lunch Keynote: Fireside Chat
2:00 pm – 2:20 pm
Dessert With Exhibitors
2:20 pm – 3:10 pm
A: What Experienced Advisors Would Tell Their Younger Selves
B: Optimizing Social Security Strategies
3:15 pm – 4:15 pm
A: Charitable Giving
B: Organic Growth The Smart Way
4:15 pm – 4:35 pm
Refreshment Break With Exhibitors
4:35 pm – 5:25 pm
A: Attracting Affluent Women And Female Breadwinners
B: A Deep Dive Into Retirement Income
5:30 pm – 6:30 pm
Networking Reception With Exhibitors
7:00 am – 8:00 am
Breakfast With Exhibitors
8:00 am – 8:05 am
Opening Remarks
8:05 am – 8:55 am
Morning Keynote
8:55 am – 9:10 am
Coffee Break With Exhibitors
9:10 am – 10:00 am
A: How To Make Mergers & Acquisitions Work
B: Planning For Long-Term Aging
10:05 am – 10:55 am
A: CEO Panel On Organic Growth
B: Impact Investing
10:55 am – 11:15 am
Refreshment Break With Exhibitors
11:15 am – 12:05 pm
A: Bridging Generational Gaps Among Advisors, Clients
B: Retirement Red Zone: Understanding The Critical Years
12:05 pm – 12:15 pm
Break With Exhibitors
12:15 pm – 1:30 pm
Lunch Keynote: Fireside Chat
1:30 pm – 1:45 pm
Dessert With Exhibitors
1:50 pm – 2:40 pm
A: Why Women Fire Advisors
B: Topic Under Development
2:45 pm – 3:35 pm
Topic Under Development
3:05 pm
Conference Ends