8:30 am to 9:45 am: Registration/Visit with Partners
8:50 am to 9:30 am: Optional Pre-Conference Sessions
- TBD Title presented by First Trust
- 3 Methods to Reach More Ideal Clients presented by Robert Hughes of Hughes Integrated
- TBD Title presented by Prudential
9:45 am: Welcome/Opening Remarks
10:00 am to 11:00 am: Opening Keynote
Title TBD
Brian Portnoy, Ph.D., CFA | Founder of Shaping Wealth
Pending approval for 1 CFP CE
Presentation description here.
11:00 am to 11:20 am: Networking Break with Partners
11:20 am to 12:20 am: General Session
The Marketing Playbook: Proven Strategies for Financial Advisors
Robert C. Hughes, MBA, IMC | CEO
Hughes Integrated
Pending approval for 1 CFP CE
Too many advisors rely on outdated tactics that fail to attract their best-fit clients. In this session, you’ll get a step-by-step playbook for growing your practice with modern, relationship-driven marketing. Learn how to clearly differentiate your practice, leverage Centers of Influence (COIs) for high-value referrals, and implement marketing strategies that position you as the go-to advisor in your niche. Walk away with actionable insights you can start using immediately to drive growth and impact.
12:20 pm to 1:00 pm: Lunch
1:00 pm to 2:00 pm: Breakout Sessions (2 choices)
Breakout Option 1: Super CE with Prudential
Host/Speaker? | Professional Title?
Prudential
Approved for ?? CFP CE's
Description of session here.
Breakout Option 2: Roles & Responsibilities Roundtable an interactive session
Jeff Nauta, CFA, CFP®, CAIA®, CDFA | Principal & Chief Compliance Officer
Henricksen Nauta Wealth Advisors
Pending approval for 1 CFP CE
Roundtable description here.
2:00 pm to 3:00 pm: General Session
4 Strategies for a Smarter College Search
Heidi King | Education & Partnerships
College Inside Track
Pending approval for 1 CFP CE
The college search continues to become more complex, making it harder for your clients to identify right-fit schools. Challenges include:
- Changing admission trends
- Standardized test requirements
- FAFSA and financial aid changes
- Fit and how to find it
Learn more about these changes, and new strategies for the best opportunity to be admitted and maximize scholarships.
3:00 pm to 3:30 pm: Networking Break with Partners
3:30 pm to 4:30 pm: General Session
Metrics That Matter Most – Dimensional Fund Advisors
Mark Colaço | Vice President
Dimensional Fund Advisors
Pending approval for 1 CFP CE
Join Mark Colaço, Vice President of Dimensional Fund Advisors, as he explores the KPIs that are most relevant to growing RIAs. Using data from Dimensional’s Global Advisor Study, the session will include KPIs for advisors to consider, benchmarking data, and considerations for how to incorporate KPIs into decisions around growth.
4:30 pm to 5:20 pm: General Session/Keynote?
Title TBD
Griffin Bridgers | title
Organization?
Pending approval for 1 CFP CE
Presentation description here.
5:20 pm to 6:00 pm: Cocktail Reception
7:30 am to 8:30 am: Continental Breakfast/Visit with Partners
7:30 am to 8:10 am: Optional Pre-Conference Sessions:
- TBD Title presented by Dimensional Fund Advisors
- TBD Title presented by CPI Insurance Partners
- TBD Title presented by Longbridge
8:30 am to 9:30 am: General Session
Title TBD
Duncan MacPherson | CEO
Pareto Systems, Coaching for Financial Professionals
Pending approval for 1 CFP CE
Presentation description.
9:30 am to 10:30 am: General Session
Title TBD
Speaker TBD | title
CPI Insurance Partners
Pending approval for 1 CFP CE
Presentation Description here.
10:30 am to 10:45 am: Networking Break with Partners
10:45 am to 11:45 am: General Session
Today’s Reverse Mortgage: Are Older Homeowners Sitting on a Gold Mine?
Jerry Auippa, CRMP | Senior Account Executive
Longbridge Financial, LLC
Pending approval for 1 CFP CE
Elderly homeowners own over $14 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverses mortgages can unlock this hidden wealth in a safe and standardized manner. With new, best interest and compliance standards for financial advisors, the value of considering home equity in the planning process is growing.
11:45 am to 12:15 pm: Lunch
12:15 pm to 1:15 pm: General Session
The Power of the Fork
Michelle Norris | Owner of Altitude Wellness
Striving to improve the health and wellbeing of busy professionals
Pending approval for 1 CFP CE
The Power of the Fork dives into the confusing and often misleading nature of the food industry, where buzzwords like “natural,” “low-fat,” and “high-protein” can make it hard to know what’s truly healthy. With clever marketing and hidden ingredients, even so-called "healthy" foods can derail our nutrition goals. In this presentation, we’ll break down how to make better choices at the grocery store, from decoding food labels to spotting marketing traps. Plus, you'll walk away with practical meal and snack ideas that make eating well simple, sustainable, and stress-free!
1:15 pm to 2:15 pm: General Session
Leveraging AI & Automation in Your Practice
Ben Olsen | Founder & CEO
Beemo Automation
Pending approval for 1 CFP CE
Presentation description here.
2:15 pm to 2:30 pm: Closing Remarks/BIG GIVE AWAY!
