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2012 Event Sponsors

Plantinum Sponsors




Event Sponsors







Conference Agenda

Tuesday, June 12, 2012

8:30 a.m. -
Registration Opens at Exhibits
8:50 a.m. -
Welcome and Introduction
Frances A. McMorris, Editor in Chief, ON WALL STREET
9:00 a.m. - 9:45 a.m.
The $14 Trillion Opportunity
Barbara Kay, MA, LPC, RCC, BARBARA KAY COACHING
9:45 a.m. - 10:15 a.m.
Opportunity for Quantum Growth Through Practice Acquisition
Patricia Moll, Franchise Field Vice President, AMERIPRISE FINANCIAL
10:15 a.m. - 10:45 a.m.
Networking and Email Break at Exhibits
10:45 a.m. - 11:30 a.m.
Truth and Consequences of Clients' Financial Goals
Joanne M. Woiteshek, President, ORGANIZAMERICA®
11:30 a.m. - 12:20 p.m.
Demystifying Decumulation — 1 CE Credit
Panelist: Lazetta Rainey Braxton, MBA, CFP®, Founder and CEO, FINANCIAL FOUNTAINS LLC
Panelist: Sharon Egan, MBA, CFP®, Director of Financial Planning Services, NORTH STAR INVESTMENT MANAGEMENT CORP.
Panelist: Mary Erl, CFP®, Registered Investment Advisor, Owner, NESTBUILDER FINANCIAL ADVISORS LTD.
12:20 p.m. - 1:35 p.m.
Luncheon & Networking
1:35 p.m. - 2:25 p.m.
You're On In 3...2...1—Making the Most of Online Video
2:25 p.m. - 3:15 p.m.
Social Media and Compliance for the Advanced Beginner — 1 CE Credit
Panelist: Noël Goudreau, Partner, KUBASIAK, FYLSTRA, THORPE & ROTUNNO, P.C.
Panelist: Jodi Hrbek, Director, Business Development, NEXTPOINT
Julie Murphy Casserly, CLU, ChFC, MBA, CFP®, President, JMC WEALTH MANAGEMENT, INC.
Panelist: Crystal Thies, CEO and LinkedIn Ninja, CRYSTAL CLEAR BUZZ, LLC
3:15 p.m. - 3:40 p.m.
Networking Break
3:40 p.m. - 4:10 p.m.
Finding Your True North
Margaret Dunlap, Vice President, Institutional Sales, TD AMERITRADE INSTITUTIONAL
4:10 p.m. - 5:00 p.m.
The Multi-Million Dollar Woman
Panelist: Patricia A. Koney, CFP®, CRPC®, Private Wealth Advisor, PATRICIA A. KONEY AND ASSOCIATES, AN AMERIPRISE PRIVATE WEALTH AND ADVISORY PRACTICE
Panelist: Judith McNiff, CFP®, Vice President-Investments, WELLS FARGO ADVISORS LLC
Panelist: Sherri Stephens, President, Financial Advisor, STEPHENS WEALTH MGT GROUP , RJFS.
Panelist: Lori Watt, CFP®, President, INVESTORS ADVISORY GROUP LLC, LPL FINANCIAL
5:00 p.m. - 6:00 p.m.
Cocktail Networking Reception