Tuesday, September 15, 2015
12:30pm to 1:30pm Registration
1:30pm to 2:30pm Keynote and Opening Ceremony
Redefining Financial Planning For The Next Generation
with Alan Moore
1 Hour NAPFA CE
2:30pm to 3:30pm Networking
3:30pm to 4:30pm Practice Management Session
The Profitable Monthly Retainer Model
with Michael Solari, Sophia Bera, and Daniel Wrenne
1 Hour NAPFA CE
CE Session
Diversified to the Core
with Craig Isrealsen (7TwelvePortfolio)
1 Hour CFP CE / 1 Hour NAPFA CE
4:30pm to 5:00pm Break
5:00pm to 6:00pm Practice Management Session
Filling the Income Gap
with Eric Roberge, Pamela Capalad, and Matt Becker
1 Hour NAPFA CE
CE Session
Insurance Facts Your Clients Need You to Know… in 50 Minutes
with Mark Maurer (LLIS)
1 Hour CFP CE / 1 Hour NAPFA CE
6:00pm to 8:00pm Opening Reception
Sponsored by Orion, Riskalyze, and Redtail
10:00pm to 12:00am Hospitality Suite
Sponsored by Financial Planners Assistance
Wednesday, September 16, 2015
7:00am to 8:00am Morning Workout
Organized Run — Meet in Lobby
8:00am to 9:00am Networking Breakfast
Sponsored by Live Oak Bank
9:00am to 10:00am Keynote Session
Five Trends Shaping The Future Of Financial Planning
with Michael Kitces
1 Hour NAPFA CE
10:00am to 10:50am Practice Management Session
Investment Options for Planning-Focused Advisors
with Scott Frank, PJ Wallin, Eric Roberge
1 Hour NAPFA CE
Keynote Session
Student Loan Workshop: Part I
with Heather Jarvis
1 Hour CFP CE / 1 Hour NAPFA CE
10:50am to 11:20am Break with Exhibitors
11:20am to 12:10pm Practice Management Session
What it Really Means to Serve a Niche
with Ben Wacek, Brian Wright, and Aaron Hatch
1 Hour NAPFA CE
Keynote Session
Student Loan Workshop: Part II
with Heather Jarvis
1 Hour CFP CE / 1 Hour NAPFA CE
12:10pm to 2:00pm Networking Lunch
2:00pm to 2:50pm Practice Management Session
How Advisors Can (Affordably) Outsource
with Katie Brewer, Megan Rindskopf, and Marcio Silveria
1 Hour NAPFA CE
CE Session
Behavioral Finance and Goals-Based Investing
with Zach Phipps, CFA (SEI)
1 Hour CFP CE / 1 Hour NAPFA CE
2:50pm to 4:00pm Break with Exhibitors
4:00pm to 5:00pm Keynote Session
Building Trust Online: How Technology is Changing the Way Advisors Earn Trust
with Bill Winterberg
1 Hour NAPFA CE
5:00pm to 6:00pm Behind the Curtain Sessions
Series of Six 10-Minute Presentations
CE Session
Tax Tips for Advising Small Business Owners
with Kitrina Wright, CPA
1 Hour CFP CE / 1 Hour NAPFA CE
6:00pm to 7:00pm Break with Exhibitors
7:30pm to 9:30pm Exclusive Dinner at Chima Brazilian Steak House Presented by Portfolio Solutions
139 S Tryon St, Charlotte, NC 28202
8:30pm to 11:00pm Hospitality Suite
Sponsored by Financial Planners Assistance
Thursday, September 17, 2015
7:00am to 8:30am Morning Workout
Organized Run — Meet in Lobby
8:30am to 9:20am Practice Management Session
What I Wish I Had Known
with Jude Boudreaux
1 Hour NAPFA CE
CE Session
Teaching Gen XY How To Invest For a 27% Annualized Rate of Return, Year after Year
with Joshua Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP
1 Hour CFP CE / 1 Hour NAPFA CE
9:20am to 11:20am Keynote Session
Master Communicator Workshop
with Carl Richards
2 Hour NAPFA CE
11:20am to 11:30am Closing Ceremony
with Alan Moore
12:15pm to 1:00pm FinCon Expo Kickoff
Food Truck Lunch with FinCon Attendees