Aicpa Advanced Personal Financial Planning Conference

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida Date

Time

Min

Track

#

1/17/2010 8:00am-6:00pm

Title

First Name

Last Name

Addl Speaker First

Addl Speaker Last

Registration & Message Center Open

1/17/2010 9:00am-5:15pm

8.5

PM

100

ALL DAY: From Tax Advisor to Wealth Manager Jimmy J. PFP-Sponsored Workshop (see 101 and 102)

Williams

Susan M.

Tillery

1/17/2010 9:00am - 12:00pm

180

PM

101

From Tax Advisor to Wealth Manager: The Road Jimmy J. Best Traveled (Part 1)

Williams

Susan M.

Tillery

1/17/2010 1:00pm - 5:15pm

255

PM

102

From Tax Advisor to Wealth Manager: The Road Jimmy J. Best Traveled (Part 2)

Williams

Susan M.

Tillery

1/17/2010 10:45am-12:00pm

1.5

1/17/2010

Complimentary Solutions Sessions - CPE provided (select one)

75 min

S1

1/17/2010 12:00pm-1:00pm 1/17/2010 1:00pm-5:15pm

Are You Prepared to Prepare the Complex Gift Tax Return?

Anthony F.

Vitiello, Esq.

Lunch Break 5.0

Half-Day Workshops

1/17/2010 1:00pm-5:15pm

WM

103

Sophisticated Financial Engineering Ideas: Roth Robert Conversions & Other IRS Strategies

Keebler

1/17/2010 1:00pm-5:15pm

PPEC/R

104

Tax Efficient Rebalancing

Sheryl L.

Rowling

1/17/2010 1:00pm-3:00pm

IM

105

Due Diligence: Manager Selection

John

Nersesian

1/17/2010 3:15pm-5:15pm

IM

106

Measuring Performance

Ken

Robinson

Philip

Lawton

Town Hall Meeting - Current Issues Exchange

Clark M.

Blackman II

Lisa R.

Featherngill

1/17/2010 5:15pm-6:30pm

1/17/2010 6:30pm-7:30pm

1.5

PFP Wine Tasting & Networking Reception - PFP & PFS

10/13/2009

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida Conference - DAY 1 Monday, January 18, 2010 Date

Time

Min.

TRACK

#

1/18/2010 7:00am-5:50pm 1/18/2010 7:00am-8:00am 1/18/2010 8:00am-8:50am 1/18/2010 8:00am-8:50am

50 GEN

1

Last Name

100 2

1/18/2010 9:20am-11:00am

PM

3

1/18/2010 11:00am-11:10am

Continental Breakfast and Vendor Display Keynote Presentation Equilibrium in the Financial Markets & Perspective on Financial Regulations

Dr. Kenneth R.

French

Stacy Some of the Best Estate Planning Ideas For Your Clients in 2010 (That Also Have the Merit of Playing Havoc With Certain "Conventional Wisdom") Advisory Relationships in Turbulent David L. Times: New Communication Strategies

Eastland

Solie

Change Break 90

Concurrent Sessions (select one)

1/18/2010 11:10am-12:40pm

IM

4

Alternative Thinking about Investments

Larry E.

Swedroe

1/18/2010 11:10am-12:40pm

WM

5

Roth Conversions in 2010

Robert

Keebler

1/18/2010 11:10am-12:40pm

PM

6

Financial Planning Faceoff: Spreadsheets vs. Financial Planning Software

Joel P.

Bruckenstein

1/18/2010 11:10am-12:40pm

PPEC/R

7

Time Value of Fluctuations and Designing Lifelong Income for Clients

Jim C.

Otar

L1

Luncheon

Clark M.

Blackman II

1/18/2010 12:40pm-1:40pm 30

1/18/2010 1:10pm-1:40pm

1/18/2010 1:50pm-3:20pm

Addl Speaker Last

Concurrent Sessions (select one) WM

1/18/2010 1:10pm-1:40pm

Addl Speaker First

Morning Refreshment Break & Vendor Display

1/18/2010 9:20am-11:00am

1/18/2010 11:10am-12:40pm

First Name

Registration & Message Center Open

1/18/2010 8:50am-9:20am 1/18/2010 9:20am-11:00am

Title

Curtis

Lisa R.

Featherngill

Luncheon Presentation L1

90

Bob

PFP & PFS Chairs Update & Distinguished Service Award

Concurrent Sessions (select one)

10/13/2009

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida 1/18/2010 1:50pm-3:20pm

IM

8

Fixed Income

Harold

Evensky

1/18/2010 1:50pm-3:20pm

WM

9

All Your IRA Questions Answered

Barry

Picker

1/18/2010 1:50pm-3:20pm

PM

10

Office Efficiency to the Max: Streamlining Workflow to Elevate Client Service

Greg

Friedman

1/18/2010 1:50pm-3:20pm

PPEC/R

11

Safe Withdrawal Rates: Mechanics, Uses and Caveats

Michael E.

Kitces

1/18/2010 3:20pm-3:50pm 1/18/2010 3:50pm-5:20pm

Joanne L.

Afternoon Refreshment Break & Vendor Display 90

Concurrent Sessions (select one)

1/18/2010 3:50pm-5:20pm

IM

12

The End of Modern Portfolio Theory? - Lessons Harold From the Financial Crisis

Evensky

1/18/2010 3:50pm-5:20pm

WM

13

Individual Planning Opportunities of the Recent Michael E. Tax Acts

Kitces

1/18/2010 3:50pm-5:20pm

PM

14

Regulatory Compliance for Investment Advisers: As a New Order Takes Shape

Keith S.

Marks

1/18/2010 3:50pm-5:20pm

PPEC/R

15

Harness the Power of Appreciative Financial Planning® for Your Practice & Your Life

Dr. Edward A.

Jacobson.

1/18/2010 5:30pm-6:30pm

Networking Reception 450

10/13/2009

Day

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida Conference - DAY 2 Tuesday, January 19, 2010 Date

Time

Min.

Track

#

Title

1/19/2010 7:00am-6:30pm

Registration & Message Center Open

1/19/2010 7:00am-8:00am

Continental Breakfast and Vendor Display

1/19/2010 7:00am-7:50am

50

First Name

Last Name

Addl Speaker First

Breakfast Sessions

1/19/2010 7:00am-7:50am

IM

201

Measuring Temperature with a Ruler - The Difference Between Managing Returns & Managing Wealth

David B.

Loeper

1/19/2010 7:00am-7:50am

WM

202

Carrier Due Diligence in Insurance Selection: Checklist and Solutions for Clients

Charles L.

Ratner

1/19/2010 7:00am-7:50am

PM

203

Using a Business Coach in your Practice Getting the Most Out of Your People

Theodore J.

Sarenski

Thomas C.

1/19/2010 7:00am-7:50am

PM

204

Real World Media Experiences

Liz

Pulliam-Weston

others .. To be named

The Honorable David M.

Walker

1/19/2010 7:50am-8:10am 1/19/2010 8:10am-9:00am

Walsh, Ph.D.

Change Break 50

Keynote Presentation

1/19/2010 8:10am-9:00am

16

1/19/2010 9:00am-9:30am 1/19/2010 9:30am-11:00am

Addl Speaker Last

Facing America's Fiscal Sustainability Challenges Morning Refreshment Break & Vendor Display

90

Concurrent Sessions (select one)

1/19/2010 9:30am-11:00am

IM

17

Hunting for Black Swans - Comparing Probability Outcomes of Capital Market Assumptions to Historical Observations

David B.

Loeper

1/19/2010 9:30am-11:00am

WM

18

Estate Planning in the New Tax Laws: What is Coming?

Stefan F.

Tucker

1/19/2010 9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

Bob

Wagman

1/19/2010 9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

1/19/2010 9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

1/19/2010 9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

David

10/13/2009

DeVoe

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida 1/19/2010 9:30am-11:00am

PPEC/R

20

1/19/2010 11:00am-11:10am 1/19/2010 11:10am-12:40pm

Powerful Conversations with Clients, Colleagues Dr. Edward A. & Yourself in Difficult Times

Jacobson.

Change Break 90

Concurrent Sessions (select one)

1/19/2010 11:10am-12:40pm

IM

21

Asset Allocation: Does It Still Work?

1/19/2010 11:10am-12:40pm

WM

22

An Advisor's Guide to Life Insurance Products & Charles L. Planning

Ratner

1/19/2010 11:10am-12:40pm

PM

23

Social Media Marketing - What Is It and Why Should You Care?

Tracey L.

Segarra

1/19/2010 11:10am-12:40pm

PPEC/R

24

Advanced Techniques for Utilizing LTC Insurance

Reina

Schlager

John

Bowen

1/19/2010 12:40pm-1:30pm 1/19/2010 1:30pm-2:15pm

Gibson

Luncheon 45

Luncheon Presentation

1/19/2010 1:30pm-2:15pm 1/19/2010 2:25pm-4:05pm

Roger

L2 100

The Best Practices of CPA Wealth Advisors Concurrent Evening Sessions (select one)

1/19/2010 2:25pm-4:05pm

IM

25

Where Is the Real Estate Cycle Going?

Glenn

Mueller, PhD

1/19/2010 2:25pm-4:05pm

WM

26

The Great Debate - Annuity Guarantees and the Retirement Solution

James A.

Shambo

Mark W.

McGorry

1/19/2010 2:25pm-4:05pm

PM

27

Current Practice Management Issues & Best Practices in Serving Clients During the Market Volatility

Michael

Goodman

Beth C.

Gamel

1/19/2010 2:25pm-4:05pm

PPEC/R

28

Elder Law

Lawrence A.

Frolik

1/19/2010 4:05pm-4:25pm 1/19/2010 4:25pm-5:40pm 4:25pm-5:40pm

1/19/2010 5:40pm-6:40pm

Refreshment & Networking Break 75 IM

29

Keynote Presentation Update on Regulatory Climate & How It Will PENDING SPEAKER Impact Your Practice & Your Clients - Investment Advisory Committee

Reception & Presentation: The CPA Planner & Financial Literacy: A Partnership for America's Well Being

10/13/2009

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida 500

10/13/2009

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida Conference - DAY 3 Wednesday, January 20, 2010 Date

Time

Min.

Track

#

Title

1/20/2010 7:00am-11:45am

Registration & Message Center Open

1/20/2010 7:00am-8:00am

Continental Breakfast and Vendor Display

1/20/2010 7:00am-7:50am 1/20/2010 7:00am-7:50am

50 IM

301

1/20/2010 7:00am-7:50am

WM

302

1/20/2010 7:00am-7:50am

PM

1/20/2010 7:00am-7:50am

PPEC/R

Welch

North & South of the Border: Changing Landscape of World Financial Planning in the Era of the Globally Mobile Citizen

Raoul B.

Rodriguez-Walters

303

Fiduciary Responsibility Standards Update on Regulations

Blaine

Aiken

304

Planning for End of Life

Michael D

Schulman

Dr. David

Kelly

Scott D.

Welch

Addl Speaker First

Addl Speaker Last

Change Break 60

Keynote Presentation

1/20/2010 8:00am-9:00am

30

1/20/2010 9:00am-9:10am 1/20/2010 9:10am-10:25pm 1/20/2010 9:10am-10:25pm

Last Name

Scott D.

1/20/2010 7:50am-8:00am 1/20/2010 8:00am-9:00am

Breakfast Sessions The Hitchhiker’s Guide to Core/Satellite Investing

First Name

Economic Update & Market Insights

Change Break 75

Concurrent Sessions (select one) Revisiting the Future of Wealth Management

IM

31

1/20/2010 9:10am-10:25pm

WM

32

Becoming A Money Mentor For The Next Generation

Jon J.

Gallo

Eileen F.

Gallo

1/20/2010 9:10am-10:25pm

PPEC/R

33

The Multi-Family Office - It's not only for the Ultra Wealthy

Mitchell

Freedman

Andrew

Blackman

Leonard G.

Armstrong

1/20/2010 10:25am - 10:40am 1/20/2010 10:40am - 11:55am 1/20/2010 10:40am - 11:55am

Morning Refreshment Break 75 IM

35

A Roadmap Through the Minefields of Uncertainty: Investment Policy Impact on ROI

10/13/2009

2010 AICPA Advanced Personal Financial Planning Conference January 18-20, 2010 Orlando, Florida 1/20/2010 10:40am - 11:55am

WM

36

Hedonic Pleasure Index Revisited - Consumption James A. After the Crash

Shambo

1/20/2010 10:40am - 11:55am

PM

37

What do Young Planners Want? Panel Emerging Leader

Mark

Tibergian (moderator)

1/20/2010 10:40am - 11:55am

PPEC/R

38

Savvy Social Security Planning for Boomers

Elaine

Floyd

1/20/2010 11:55am

Glenn S.

Main Conference Adjourns 260

1/20/2010 1:00pm-5:00pm

401

Post-Conference Complimentary Workshop Lights, Camera, Action: Making the Media Your Financial Planning Partner

AICPA Media Team

10/13/2009

Freed

Date

Time 9:00am - 12:00pm

Track # PM 101

Title From Tax Advisor to Wealth Manager: The Road Best Traveled (Part 1)

102

From Tax Advisor to Wealth Manager: The Road Best Traveled (Part 2)

103

Sophisticed Financial Engineering Ideas: Roth Conversions & Other IRS Strategies

PPEC/R 104 IM 105

Tax Efficient Rebalancing Due Diligence: Manager & Custodian Selection

1/17/2010 1:00pm - 5:15pm

1/17/2010 1:00pm-5:15pm

1/17/2010 1/17/2010 1:00pm-5:15pm 1:00pm-3:00pm

WM

1/17/2010 3:15pm-5:15pm

IM

106

Measuring Performance

3:15pm-5:15pm

IM

106

Measuring Performance

3:15pm-5:15pm

IM

106

Measuring Performance

1

Equilibrium in Financial Markets & Financial Regulations

Some of the Best Estate Planning Ideas For Your Clients in 2010 (That Also Have the Merit of Playing Havoc With Certain "Conventional Communication with Clients After the Economic Wisdom") Meltdown

1/17/2010

1/17/2010

1/17/2010 8:00am-8:50am

1/18/2010 9:20am-11:00am

WM

2

9:20am-11:00am

PM

3

11:10am-12:40pm

IM

4

Alternative Thinking about Investments

11:10am-12:40pm

WM

5

Roth Converstions in 2010

11:10am-12:40pm

PM

6

Financial Planning Faceoff: Spreadsheets vs. Financial Planning Software

1/18/2010

1/18/2010 1/18/2010 1/18/2010 1/18/2010 11:10am-12:40pm

PPEC/R 7

Time Value of Fluctuations and Designing Lifelong Income for Clients

1/18/2010 1:10pm-1:40pm

L1

PFP & PFS Chairs Update & Distinguished Service Award

1/18/2010 1:50pm-3:20pm

IM

8

Fixed Income

1:50pm-3:20pm

WM

9

All Your IRA Questions Answered

1:50pm-3:20pm

PM

10

Office Efficiency to the Max: Streamlining Workflow to Elevate Client Service

1/18/2010 1/18/2010 1/18/2010

1:50pm-3:20pm

PM

10

1/18/2010 1:50pm-3:20pm

PPEC/R 11

Office Efficiency to the Max: Streamlining Workflow to Elevate Client Service Safe Withdrawal Rates: Mechanics, Uses and Caveats

1/18/2010 3:50pm-5:20pm

IM

12

The End of Modern Portfolio Theory? - Lessons From the Financial Crisis

3:50pm-5:20pm

WM

13

Cutting Edge Tax Planning Developments & Opportunities

3:50pm-5:20pm

PM

14

Regulatory Compliance Issues

1/18/2010

1/18/2010 1/18/2010 3:50pm-5:20pm

PPEC/R 15

Harness the Power of Appreciative Financial Planning for Your Practice & Your Life

1/18/2010 7:00am-7:50am

IM

201

Measuring Temperature with a Ruler - The Difference Between Managing Returns & Managing Wealth

7:00am-7:50am

WM

202

Carrier Due Diligence in Insurance Selection: Checklist and Solutions for Clients

7:00am-7:50am

PM

203

Using a Business Coach in your Practice Getting the Most Out of Your People

7:00am-7:50am

PM

203

Using a Business Coach in your Practice Getting the Most Out of Your People

1/19/2010 1/19/2010 1/19/2010 1/19/2010 7:00am-7:50am

PPEC/R 204

Powerful Conversations with Clients, Colleagues & Yourself in Difficult Times

1/19/2010 8:10am-9:00am

16

How Behavior Affects Financial Outcomes

1/19/2010 9:30am-11:00am

IM

17

Hunting for Black Swans - Comparing Probability Outcomes of Capital Market Assumptions to Historical Observations

9:30am-11:00am

WM

18

Estate Planning in the New Tax Laws: What is Coming?

9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

1/19/2010

1/19/2010 1/19/2010 1/19/2010

9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

9:30am-11:00am

PM

19

Succession Planning Models - Mergers and Acquisitions Panel

9:30am-11:00am

PPEC/R 20

The Multi-Family Office - It's not only for the Ultra Wealthy

9:30am-11:00am

PPEC/R 20

The Multi-Family Office - It's not only for the Ultra Wealthy

1/19/2010 1/19/2010 1/19/2010

1/19/2010 11:10am-12:40pm

IM

21

Asset Allocation: Does It Still Work?

11:10am-12:40pm

WM

22

An Advisor's Guide to Life Insurance Products & Planning

11:10am-12:40pm

PM

23

Advanced Marketing Techniques: Make Opportunity out of Mayhem

1/19/2010 1/19/2010 1/19/2010 11:10am-12:40pm

PPEC/R 24

1/19/2010 1/19/2010 1:30pm-2:15pm

Advanced Techniques for Utilizing LTC Insurance

IM

L2 25

The Best Practices of CPA Wealth Advisors

2:25pm-4:05pm

2:25pm-4:05pm

WM

26

The Great Debate - Fixed Immediate vs. Variable with guaranteed living benefits

2:25pm-4:05pm

WM

26

The Great Debate - Fixed Immediate vs. Variable with guaranteed living benefits

2:25pm-4:05pm

WM

26

The Great Debate - Fixed Immediate vs. Variable with guaranteed living benefits

2:25pm-4:05pm

PM

27

Current Practice Management Issues & Best Practices in Serving Clients During the Market Volatility

2:25pm-4:05pm

PM

27

Current Practice Management Issues & Best Practices in Serving Clients During the Market Volatility

2:25pm-4:05pm

PM

27

Current Practice Management Issues & Best Practices in Serving Clients During the Market Volatility

2:25pm-4:05pm

PM

27

Current Practice Management Issues & Best Practices in Serving Clients During the Market Volatility

2:25pm-4:05pm

PM

27

Current Practice Management Issues & Best Practices in Serving Clients During the Market Volatility

A Roadmap Through the Minefields of Uncertainty: Investment Policy Impact on ROI

1/19/2010 1/19/2010

1/19/2010 1/19/2010 1/19/2010 1/19/2010

1/19/2010 1/19/2010 1/19/2010

2:25pm-4:05pm

PPEC/R 28

Elder Law

1/19/2010 4:25pm-5:40pm

IM

29

Update on Regulatory Climate & How It Will Impact Your Practice & Your Clients - Investment Advisory Committee

7:00am-7:50am

IM

301

The Hitchhiker’s Guide to Core/Satellite Investing

7:00am-7:50am

WM

302

North & South of the Border: Changing Landscape of World Financial Planning in the Era of the Globally Mobile Citizen

7:00am-7:50am

PM

303

Fiduciary Responsibility Standards Update on Regulations

1/19/2010

1/20/2010 1/20/2010 1/20/2010 7:00am-7:50am

PPEC/R 304

Planning for End of Life

1/20/2010 30

Economic Update & Market Insights

1/20/2010 9:10am-10:25pm

IM

31

Revisiting the Future of Wealth Management

9:10am-10:25pm

WM

32

Silver Spoon Kids: Wealth Transfer to Heirs

9:10am-10:25pm

WM

32

Silver Spoon Kids: Wealth Transfer to Heirs

9:10am-10:25pm

PM

33

A Case Study in Communication with Clients

1/20/2010 1/20/2010 1/20/2010

1/20/2010 9:10am-10:25pm

PPEC/R 34

1/20/2010

Alternative Sources of Income for Funding the Costs of Long Term Care

10:40am - 11:55am

IM

35

Where Is the Real Estate Cycle Going?

10:40am - 11:55am

WM

36

Hedonic Pleasure Index Revisited

10:40am - 11:55am

PM

37

What do Young Planners Want? Panel Emerging Leader

10:40am - 11:55am

PM

37

What do Young Planners Want? Panel Emerging Leader

10:40am - 11:55am

PM

37

What do Young Planners Want? Panel Emerging Leader

10:40am - 11:55am

PM

37

What do Young Planners Want? Panel Emerging Leader

1/20/2010 1/20/2010 1/20/2010 1/20/2010 1/20/2010 1/20/2010

10:40am - 11:55am

1/20/2010

PPEC/R 38

Savvy Social Security Planning for Boomers

First Name Jimmy J.

Last Name Williams

Jimmy J. Williams & Co., Andrea [email protected]

Email

Title/Organization

Cte Mbr

Conf. Conf

Jimmy J.

Williams

Jimmy J. Williams & Co., Andrea [email protected]

Conf

Robert

Keebler

[email protected] CPA, MST, DEP, Virchow, Krause & Company LLP

Andrea

Conf

Sheryl IMCA

Rowling

[email protected]

Mitch IMCA

Conf In progress

Ken

Robinson

CFA, CPA, CIPM, Director, Global Investment Performance Standards, CFA Institute

Philip

Lawton

PhD, CFA, CIPM, Head, Certificate in Investment Performance Measure, CFA Institute

Steven

Horan

PhD, CFA, Head, Professional Education Content and Private Wealth, CFA Institute

Ken

French

Dartmouth [email protected]

Glenn

Conf

Stacy

Eastland

[email protected]

Dina

Conf

David

Solie

[email protected]

Larry

Swedroe

[email protected]

Glenn

Conf

Robert

Keebler

[email protected] CPA, MST, DEP, Virchow, Krause & Company LLP

Andrea

Conf

Joel P.

Bruckenstein

Virtual Office News [email protected]

Michael G Conf

Jim C.

Otar

[email protected]

Bob Jazwinski

Dick Fohn

P.C. P.C.

TBD

Mitch Conf [email protected]

Retirement Optimizer

Nuveen Investments

Barry

Picker

[email protected]

Greg

Friedman

[email protected]

Martha

Conf

Andrea

Conf?

IMCA Clark, David, Michael

Conf

CPA/PFS, CFP, Picker, Michael G Conf Weinberg & Auerbach, CPAs, P.C. Michael G Conf

Joanne

Day

[email protected]

Michael E.

Kitces

[email protected] MSFS, MTAX, CLU,

Harold

Evensky

Michael

Kitces

[email protected] MSFS, MTAX, CLU,

Larry

Conf $1,500 fee for 2 sessions

Keith

Marks

[email protected]

Glenn

Conf

Ed

Jacobson, Ph.D.

Author of Appreciative Bob B [email protected]

Conf

David B.

Loeper

IMCA Clark, David, Michael

Conf

Lee Charles

Slavutin - move? or [email protected] CLU, MD, Stern Slavutin Andrea Ratner 2, Inc.

Conf

Ted

Sarenski

[email protected]

CPA/PFS, CFP, Lyle Dermody Burke & Brown

Conf

Thomas C.

Walsh, Ph.D.

[email protected]

President, Grenell Consulting Group

Conf

Ed

Jacobson, Ph.D.

Author of Appreciative Bob B [email protected]

Jason David

Zweig - NO Walker

David B.

Loeper

Stefan

Tucker

Venable, LLP Larry [email protected],[email protected]

Conf

Bob

Wagman

[email protected]

Glenn

Conf

David

DeVoe

[email protected]

Glenn

Conf

Conf

ChFC, RHU, REBC, CASL, CFP® Publisher, The Kitces Report & Director of Research, Pinnacle Advisors Group

Larry

Conf $1,500 fee for 2 sessions

Conf

ChFC, RHU, REBC, CASL, CFP® Publisher, The Kitces Report & Director of Research, Pinnacle Advisors Group

Moments

CIMA®, CIMC®, CEO of Financeware Inc., DBA Wealthcare Capital Management

Lyle

Moments

CIMA®, CIMC®, CEO of Financeware Inc., DBA Wealthcare Capital Management

IMCA Clark, David, Michael

(switch with Ratner timing)

Conf

Conf

Rudy

Adolf

[email protected]

Mark Tibergian

(moderator)

Managing Director, [email protected]

Andrew Blackman

Glenn

Conf

Glenn

Conf

Conf

Mitchell

Mitch Blackman,CPA/PF ABlackman@SHAPIR S OLOBEL.com Freedman, CPA/PFS [email protected] CPA/PFS, AIF® MFAC Mitch

Roger

Gibson

CFA, CFP Gibson [email protected]

Michael

Conf

Charles L.

Ratner

[email protected] Ernst & Young LLP

Dina

Conf

Tracey

Segarra

[email protected] Marketing Director

Mitch

Conf

Reina

Schlager, CPA

[email protected]

Mitch

Conf

John Leonard G.

Bowen Armstrong

James

Shambo

[email protected]

Mark W.

McGorry

JD, CFP, CPC, CLU, [email protected]

Laurence M.

Braunstein

JD, RFC, CRC, CMFC, Michael G Conf [email protected]

Michael

Goodman

CPA, CFP, PFS [email protected]

Lyle

Conf

Beth

Gamel

CPA/PFS Pillar Financial Lyle [email protected]

Conf

Scott

Sprinkle

Scott@sprinklefinanci CPA/PFS, Managing Member, Sprinkle al.com

Lyle

Conf

[email protected]

Glenn

Conf

Pershing Advisor Solutions, LLC

Financial Advisors, Inc. and Mitchell Freedman Accountancy Corporation

Capital Management, Ltd.

Conf

Michael G. CIMA®, Private Banking IMCAConf & Investment Group, Clark, Merrill Lynch David, Michael CPA, PFS, Lifetime Lyle Planning Concepts, P.C.

AEP, Managing Director, Wealth Partners LLC

Conf

Michael G Conf

CCPS, LMB Group, Inc.

Wealthstream Advisors, Inc Advisors, Inc.

Financial Consultants, LLC

Bill

Morgan, CPA, PFS

Lyle

Benson (Moderator)

[email protected]

Lawrence A.

Frolik

Heckerling Speaker - or Bob B Barbara Bergstein

Conf

Louis Aguilar, new SEC Commission, Investor Advisory Committee - Peter Kravitz is pursuing

Terry Odean or other?

Scott D.

Welch

Raoul

Rodriguez-Walters

[email protected]

Blaine

Aiken

[email protected]

Michael David

Schulman

CPA/PFS, Schulman [email protected]

Dr. David

Kelly

CFA, Managing Director, [email protected] David Conf [email protected]

Scott D.

Welch

Jon

Gallo

authors of Silver Spoon Mitch [email protected]

Conf

Eileen

Gallo

authors of Silver Spoon Mitch [email protected]

Conf

David

Solie

[email protected]

Reina

Schlager, CPA

[email protected]

Glenn

Mueller, PhD

Real Estate Investment IMCA [email protected]

James

Shambo

[email protected]

Mark

Tibergian (moderator)

Managing Director, [email protected]

Lyle

Conf

Nikki

Michelini, CPA

[email protected]

Glenn

Conf

John

Corn, CPA, PFS

[email protected]

Glenn

Conf

Michael

Tate

[email protected]

Glenn

Conf

Clark IMCA spot?

MBA, CIMA®, Senior Managing Director, Fortigent, LLC

IMCA Clark, David, Michael

CFP, Managing Partner, Martha Mexico Advisor

CPA

Conf $1,500 fee for 2 sessions Conf

Clark

Conf

Sandra email

Conf

Chief Market Strategist, JP Morgan Funds MBA, CIMA®, Senior Managing Director, Fortigent, LLC

IMCA Clark, David, Michael

Kids (Gallos) Kids (Gallos)

Conf $1,500 fee for 2 sessions

Mitch Conf [email protected]

Strategist, Dividend Capital & University of Denver

Mitch

Clark, David, Michael

Conf Conf

CPA, PFS, Lifetime Michael G Conf Planning Concepts, P.C. and Lyle

Pershing Advisor Solutions, LLC

CPA

Elaine

Floyd

Horse's Mouth [email protected]

Martha

Conf

City/State McAlester, OK

Phone

McAlester, OK Green Bay, WI

920-490-5626

Green Bay, WI

920-490-5626

Miramar, FL

954-885-1900

Thornhill, Ontario, Canada

905-889-7170

Brooklyn, NY 718-336-8842

415-493-5900

Columbia, MD 410-995-6630

Columbia, MD 410-995-6630

Madison, WI

608-274-9004

New York, NY 212.536.6062 Syracuse, NY 315-471-9171

Liverpool, NY 315-451-9293 © 315-2432647 Madison, WI

608-274-9004

Washington, DC

202-344-4000

Jersey City, NJ

201-413-2231

Sherman Oaks, CA

818-905-0321

Wexford, PA

724-934-3200

Cleveland, OH 216-583-8122

Colorado Springs, CO

719-638-3505

New York, NY 212-689-6700

New York, NY 212-689-5700

New York, NY 212-971-9241

Waltham, MA 781-693-0112

Littleton, CO

PA

303-297-2185

Rockville, MD

Portland, OR 503-853-0510

Central Valley, NY New York, NY 212-648-2448 Amanda

Rockville, MD

Denver, CO

303-953-3872 © (303) 5501781

Colorado Springs, CO

719-638-3505

Jersey City, NJ

201-413-2231

Sacramento, CA