DAY 1: Monday, May 24, 2021
11:00 - 11:10 a.m. - Welcome and Opening Remarks, Robert Hernandez, CFP®, Chair FPA of Metro New York
_____________________________________________________
11:10 a.m. - 12:00 p.m. ET - Navigating Today’s Markets with Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab, & Co., Inc., and Jim Pavia, Money Editor, CNBC. 1 CFP® CE credit
_____________________________________________________
12:05 - 12:55 p.m. ET - Where Are We In the Cycle For Equities? Threading the Needle Between Recovery and Resolution with Larry Cordisco, Lead Portfolio Manager, Osterweis Fund. 1 CFP® CE credit
_____________________________________________________
1:00 - 1:50 p.m. ET - Real Estate Market Update & Lending During the Pandemic with Mark Maimon, Vice President & Team Lead, Freedom Mortgage, 1 CFP® CE credit
_____________________________________________________
1:55 - 2:25 p.m. ET - Partner Breakout Sessions - Block 1
2:30 - 3:00 p.m. ET - Partner Breakout Sessions - Block 2
_____________________________________________________
3:05 - 3:55 p.m. ET - Policy and Politics: Implications for Investors with Michael Townsend, Vice President, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc. 1 CFP® CE credit
_____________________________________________________
4:00 - 5:00 p.m. ET - Panel: Keys To Understanding and Working with Professional Women Through Life Transitions with Sharon Epperson, CNBC Senior Personal Finance Correspondent; René Nourse, Founder & CEO of Urban Wealth Management; Susan Bradley, Founder of Sudden Money Institute, and Pam Friedman, Managing Director & Principal of Robertson Stephens Wealth Management. 1 CFP® CE credit
_____________________________________________________
5:15 - 5:45 p.m. ET - Entertainment: Come one, come all to a virtual night full of mystery and intrigue, excitement and suspense! You and your family are invited to tune into this interactive performance of magic and mind-reading hosted by Michael Gutenplan, an award-winning magician and mentalist who energizes, enthralls, and entertains with amazing magic and unforgettable psychic entertainment.
_____________________________________________________
DAY 2: Tuesday, May 25, 2021
8:00 - 8:20 a.m. ET - Day 2 Welcome and Introductory Remarks with Stephanie Carmel, CFP®, Chair-Elect, FPA of Metro New York
_____________________________________________________
8:25 - 9:15 a.m. ET - After the Storm: Investing in 2021 and Beyond with Dr. David Kelly, CFA, Managing Director & Chief Global Strategist, J.P. Morgan Asset Management. 1 CFP® CE credit
_____________________________________________________
9:20 - 10:10 a.m. ET - Applied Behavioral Finance: Mitigating Behavioral Risk with Jay Mooreland, MS, CFP®, The Behavioral Finance Network. 1 CFP® CE credit
_____________________________________________________
10:15 - 10:45 a.m. ET - Partner Breakout Sessions - Block 3
10:50 - 11:20 a.m. ET - Partner Breakout Sessions - Block 4
_____________________________________________________
11:25 a.m. - 12:15 p.m. ET - In Practice: How to Comply with the SEC’s New Marketing Rule with Seema Rambaran, Associate, Cullen and Dykman LLP. 1 CFP® CE credit
_____________________________________________________
12:20 - 1:30 p.m. ET - Panel: Solving For The SEC Advisor Marketing Rule - Part 2: New Strategies for Registered Advisors with Caleb Silver, Editor In Chief of Investopedia; Claire Akin, MBA, Indigo Marketing Agency; Samantha Russell, Chief Evangelist at FMG Suite/Twenty Over Ten; and Seema Rambaran, Associate at Cullen and Dykman LLP. 1 CFP® CE credit