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Conference Agenda

Thursday, May 30, 2013

8:30 AM -
Registration and Continental Breakfast
9:00 AM - 9:10 AM
Welcome Remarks from the Conference Chair
Rachel F. Elson, Executive Editor, FINANCIAL PLANNING
9:10 AM - 10:00 AM
Can We Talk?—CE Credit Available
Deena Katz, CFP, LHD, Associate Professor, TEXAS TECH UNIVERSITY, DEPARTMENT OF PERSONAL FINANCIAL PLANNING
10:00 AM - 10:50 AM
Women in Transition: Overcoming the Implementation Impasse—CE Credit Available
Joy Kirsch, CFP®, CEO of Life Changing Events, KIRSCH & ASSOCIATES
10:50 AM - 11:20 AM
Networking Break in Exhibit Hall
11:20 AM - 12:10 PM
Planning for Succession is Successful Planning—CE Credit Available
Moderator: Kelli Cruz, Managing Director, PEPIN CONSULTING
Panelists: Janet Briaud, CFP, President and Chief Investment Officer, BRIAUD FINANCIAL ADVISORS
Panelist: Natalie Briaud Pine, CFP, Chief Operating Officer, BRIAUD FINANCIAL ADVISORS
Panelist: Marie Moore, CPM, Executive Director and Financial Advisor, THE MOORE GROUP AT MORGAN STANLEY
Panelist: Debra Brennan Tagg, Managing Director, BRENNAN FINANCIAL ADVISORS
12:10 PM - 1:10 PM
Focused Working Lunch/Birds of a Feather
1:10 PM - 1:45 PM
General Session
Kristin North, Vice President, Institutional Sales, TD AMERITRADE INSTITUTIONAL
1:45 PM - 2:30 PM
Funding Philanthropy With Complex Assets—CE Credit Available
Karla DAlleva Valas, Managing Director, Complex Asset Group, FIDELITY CHARITABLE
2:35 PM - 3:00 PM
Networking and Refreshments in Exhibit Hall
3:00 PM - 3:50 PM
Women, CFP® Certification and the Future of Financial Planning
Panelist: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Panelist: Eleanor Blayney, CFP, Consumer Advocate, CFP BOARD
3:50 PM - 4:50 PM
The Deck is Stacked in Your Favor
Panelist: Kelly Rigas, Managing Director, KR WEALTH MANAGEMENT GROUP
Panelist: Hillary Higgins, Wealth Strategist, KR WEALTH MANAGEMENT GROUP
4:50 PM - 5:00 PM
Closing Remarks & Conference Concludes
5:00 PM - 6:00 PM
Cocktail Networking Reception