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Conference Agenda

Tuesday, May 22, 2012

8:30 a.m. -
Registration Opens
8:50 a.m. - 9:00 a.m.
Welcome and Morning Introduction
Frances A. McMorris, Editor in Chief, ON WALL STREET
9:00 a.m. - 9:45 a.m.
Females and Financial Services—Why Clients Choose You
Ann Hughes, M.Ed., Founder, THE FEMALE AFFECT
9:45 a.m. - 10:30 a.m.
2012 Advisors Economic Outlook
Kathleen B. Cooper, Ph.D., Senior Fellow, John G. Tower Center for Political Studies, SOUTHERN METHODIST UNIVERSITY
10:30 a.m. - 11:00 a.m.
Networking and Email Break at Exhibits
11:00 a.m. - 11:50 a.m.
Demystifying Decumulation
Joy Kirsch, CFP®, CEO of Life Changing Events, KIRSCH & ASSOCIATES
Panelist: Lynn Lawrance MBA, CLTC, CFP®, Investment Advisor Representative, FINANCIAL NETWORK INVESTMENT CORPORATION
11:55 a.m. - 1:10 p.m.
Luncheon and Networking
1:15 p.m. - 2:20 p.m.
Remember the Alimony
Panelist: Patricia Barrett, CFP, CDFA, Mediator, LIFETIME PLANNING LLC
Panelist: Patte Lee, CFP®, CDFA, Financial Planner, MASSMUTUAL FINANCIAL GROUP
Panelist: Joan Nye, MBA, President, JPN FINANCIAL LLC
Panelist: Cathy Threadgill, CDFA
Panelist: Sharon Washburn, CDFA, Second Vice President-Wealth Management, Financial Planning Specialist, MORGAN STANLEY SMITH BARNEY
2:20 p.m. - 2:55 p.m.
Bridging the Generation Gap
Kristin North, Vice President, Institutional Sales, TD AMERITRADE INSTITUTIONAL
2:55 p.m. - 3:15 p.m.
Networking Break at Exhibits
3:15 p.m. - 4:05 p.m.
An Advisor’s Guide to Social Media Success and Compliance
Amy McIlwain, Social Media Strategist, FINANCIAL SOCIAL MEDIA
4:05 p.m. - 5:00 p.m.
The Multi-Million Dollar Woman
Panelist: Lynn Faust, President, STEPHENS WEALTH MGT GROUP , RJFS
Panelist: Lora Hoff, CFP™, Wealth Manager, INVESTMENT PLANNERS, INC. IPI WEALTH MANAGEMENT, INC.
Panelist: Kelly Rigas, Managing Director, KR WEALTH MANAGEMENT GROUP
Panelist: Susan A. Riley-Hayes, CRPC, Private Wealth Advisor, AMERIPRISE FINANCIAL
5:00 p.m. - 6:00 p.m.
Cocktail Networking Reception