Conference Agenda

11:30 AM - 12:30 PM

Registration

12:30 p.m. - 1:45 p.m.

Luncheon

1:45 PM - 2:00 PM

Networking Break at Sponsored Exhibits

2:00 PM - 3:00 PM

Keynote Presentation

Deborah McWhinney, President, Citi Personal Wealth Management, CITIGROUP

3:00 PM - 3:45 PM

Panel Discussion: Secrets of Rainmakers

Alyssa Moeder, CFP, Senior Vice President – Investments, MERRILL LYNCH

Geri Eisenman Pell, CFP, MBA, Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC

Margaret C. Starner, CFP®, Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES

Joan Valenti, CFP®, Financial Consultant, LPL FINANCIAL

Jaleigh White, Senior Vice President, Manager Director of Client Experience, Wealth Planning & Family Office Services, FIFTH THIRD

3:45 PM - 4:05 PM

Afternoon Networking Break

4:05 PM - 4:45 PM

Industry Landscape: How Has it Changed and What Are Your Options?

Mindy Diamond, President & CEO, DIAMOND CONSULTANTS

Christine Baker, EVP, Business Development, J.W. COLE FINANCIAL, INC.; MEMBER FINRA/SIPC

4:45 PM - 5:30 PM

Panel Discussion: Reaching Higher Ground

Saly Glassman, Managing Director - Investments, Wealth Management Advisor, MERRILL LYNCH

Clara Sierra, EVP, Director of Strategic Alliances, SENTINEL INVESTMENTS

Cathy Weatherford, President & CEO, INSURED RETIREMENT INSTITUTE (IRI)

Monica L. Walker, CPA, Chief Executive Officer - Chief Investment Officer – Equity, HOLLAND CAPITAL MANAGEMENT

Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK

5:30 PM - 6:30 PM

Networking Cocktail Reception - Closing Keynote Presentation

Valerie Brown, Chief Executive Officer, CETERA FINANCIAL GROUP

Event Location

Wednesday, May 26, 2010