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Conference Agenda

Tuesday, March 13, 2012

8:00 AM -
Registration and Exhibit Hall Open
9:00 AM -
Welcome and Morning Introduction
Frances A. McMorris, Editor in Chief, ON WALL STREET
9:05 AM - 9:55 AM
Our Clients, Ourselves
Panelist: Eleanor Blayney, CFP, Consumer Advocate, CFP BOARD
10:00 AM - 10:45 AM
Working Effectively With Widows
Kathleen Rehl, PhD, CFP®, Speaker, Author, Trusted Guide
10:45 AM - 11:15 AM
Networking and Email Break
11:15 AM - 12:00 PM
2012 Advisors Economic Outlook
Beata Caranci, Vice President and Deputy Chief Economist, TD BANK FINANCIAL GROUP
12:00 PM - 1:15 PM
Luncheon & Networking
12:15 PM - 12:55 PM
Luncheon Keynote: The New World of Global Investing
Ivka Kalus-Bystricky, Vice President and Portfolio Manager of the Pax World International Fund and, PAX WORLD GLOBAL WOMEN’S EQUALITY FUND
1:15 PM - 2:15 PM
Demystifying Decumulation - 1 CE Credit
Mari Adam, CFP®, President, ADAM FINANCIAL ASSOCIATES
Ellen Siegel, CFP®, President, ELLEN R. SIEGEL AND ASSOCIATES
Margaret C. Starner, CFP®, Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES
Sharon Williams, CRPC®, Financial Planner, LINCOLN FINANCIAL ADVISORS
2:15 PM - 2:25 PM
Networking Break
2:25 PM - 3:15 PM
Social Media and Compliance for the Advanced Beginner - 1 CE Credit
Katie Berg, Product Manager, Digital Assets, RAYMOND JAMES
Alexandra Basak Russell, Esq., Head of Compliance, HEARSAY SOCIAL
3:15 PM - 4:30 PM
The Multi-Million Dollar Woman
Christina Cleveland, CFP®, Senior Vice President- Investments and Wealth Management Advisor, MERRILL LYNCH WEALTH MANAGEMENT
Pamela Ghezzi, Financial Planner, SEQUOIA FINANCIAL GROUP LLC
Julie Neitzel, President, Miami Family Office, GENSPRING FAMILY OFFICES
Geri Eisenman Pell, CFP, MBA, Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
4:30 PM - 5:30 PM
Cocktail Networking Reception