8:10 AM - 9:00 AM
Finding Your WHY
Presenter: Andrew Lamb, MBA I Founder & Owner I 4 Leaf Performance
9:10 AM - 10:00 AM: Breakout sessions
I. Direct Indexing
Presenter: Zachary Zulauf | Client Portfolio Manager | Goldman Sachs
II. HSA Planning: Maximizing Tax-Advantaged Savings For Clients' Health Care Expenses
Presenter: Ben Henry-Moreland, CFP, EA | Senior Financial Planning Nerd | Kitces
10:15 AM - 11:05 AM: Breakout Sessions
I. Alts As An Asset Class
Presenter: Ted Norcross, CIMA | VP, Product Specialist | CAIS
II. NexGen Advisors Are the Key to Your Financial Future and Success
Presenter: Alanah Phillips, MBA | Advisor Launch Lab
11:15 AM - 12:05 PM
5 Pillars of Emotional Health - CLICK HERE
Presenter: Dr. Karthik Ramanan | Emotional Health Mentor
1:00 PM - 1:50 PM
Advanced Education Planning: From 529 Plans to Student Loan Forgiveness
Presenter: Ross Riskin | Chief Learning Officer | Investments & Wealth Institute
2:00 PM - 2:50 PM: Breakout Sessions
I. Digital Estate Planning: Afterlife in the Cloud
Presenter: Jamie Hopkins, ESQ., LLM, MBA, CFP® | CEO | Bryn Mawr Trust
II. Tax Planning VS Tax Advice
Presenter: Ben Henry-Moreland, CFP, EA | Senior Financial Planning Nerd | Kitces
3:05 PM - 3:55 PM
Adaptive Based Retirement Income Planning
Presenter: Jamie Hopkins, ESQ., LLM, MBA, CFP® | CEO | Bryn Mawr Trust