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Conference Agenda

Thursday, November 15, 2012

8:00 a.m. -
Registration and Exhibits Open
8:30 a.m. -
Welcome
Frances A. McMorris, Editor in Chief, ON WALL STREET
8:40 a.m. - 9.40 a.m.
The Emotion Behind Money--1 CE Credit
Julie Murphy Casserly, CLU, ChFC, MBA, CFP®, President, JMC WEALTH MANAGEMENT, INC.
9:40 a.m. - 10:40 a.m.
Safeguarding Against Succession Sabotage: Preventing the Loss of Your Biggest Asset
Denise Federer, Ph.D., FEDERER PERFORMANCE MANAGEMENT GROUP
10:40 a.m. - 11:10 a.m.
Networking and Email Break in Exhibit Hall
11:10 a.m. - 12:00 p.m.
Emerging Market Fund Update--1 CE Credit
Luz Padilla, Portfolio Manager, Emerging Markets, DOUBLELINE
12:00 p.m. - 12:35 p.m.
The Heavy Purse
Shannon Ryan, CFP, Certified Financial Advisor, RYAN AND ASSOCIATES, A PLATINUM FINANCIAL SERVICES PRACTICE OF AMERIPRISE FINANCIAL
12:35 p.m. - 1:50 p.m.
Luncheon and Networking

Sponsored by:

12:55 p.m. - 1:20 p.m.
Luncheon Keynote: A New Approach to Financial Reform
Craig Columbus, Chief Market Strategist, Senior Managing Director, FIRST ALLIED ASSET MANAGEMENT
1:50 p.m. - 2:40 p.m.
Ten Game-Changing Opportunities to Enhance Your Client Relationships By Discussing Philanthropy--1 CE Credit
Eileen Heisman, President and CEO, NATIONAL PHILANTHROPIC TRUST
2:40 p.m. - 3:15 p.m.
Bridging the Generation Gap
Darla Sipolt, Regional Director, Institutional Sales, TD AMERITRADE
3:15 p.m. - 3:35 p.m.
Networking in Exhibit Hall
3:35 p.m. - 4:25 p.m.
FINRA Communication Rules Update--1 CE Credit
Denise Morrison, Chief Compliance Officer, SECURITIES AMERICA INC.
Jodie Orozco, Marketing Product Manager, RAYMOND JAMES & ASSOCIATES
4:25 p.m. - 5:00 p.m.
The Multi-Million Dollar Woman
Frances A. McMorris, Editor in Chief, ON WALL STREET
Panelist: Christina M. D'Amore, CFP®, Private Wealth Advisor, D'AMORE & ASSOCIATES, AMERIPRISE FINANCIAL SERVICES INC.
Panelist: Laila Pence, CFP®, AIF®, LPL Registered Principal, PENCE WEALTH MANAGEMENT
Panelist: Colleen Schon, Senior Vice President, Investments, RAYMOND JAMES & ASSOCIATES
Panelist: Winnie Sun, Managing Director, Founding Partner, SUN GROUP WEALTH PARTNERS
5:00 p.m. - 5:30 p.m.
Million Dollar Strategies
5:30 p.m. - 6:30 p.m
Reception