LIFT² Symposium

The Leading Innovation in Finance Today and Tomorrow (LIFT2) Symposium includes discussions on pressing issues in finance and financial services, transformative presentations from the who’s who of the financial services industry, and enriching discussions and networking with peers. This symposium is for practicing professionals in the banking, insurance, accounting, investing, and financial planning industries.

Friday, March 22, 2019
Student Union
Wright State University

Schedule

Time Event Topic and Speaker Location
8–9:00 a.m. Registration Breakfast and registration  Skylight Lobby
9–10 a.m.

Morning Keynote

A holistic approach to retirement planning: planning beyond the numbers
Elizabeth Jetton, CFP ®, educator, consultant, speaker

Apollo Room
10–10:30 a.m. Break Refreshments Skylight Lobby
10:30–11:30 a.m.

Breakout Sessions

2018 tax reform—199A qualified business income deduction rules
Jeffrey Levine, CPA/PFS, CFP ®, CWS ®, MSA
Director of tax and retirement planning for Kitces.com and president of Fully Vested Advice

Fixed income investing: then, now, and in the future
Christopher Vincent, CFA, portfolio manager and head of William Blair’s fixed income team

Endeavor Room (156)

Atlantis Room (157)

11:30 a.m.–1:30 p.m. Lunch Keynote

Is it time to buy or bail?
Sam Stovall, CFP ®, chief investment strategist of CFRA Research

Apollo Room
1:30–2:30 p.m.

Breakout Sessions

How the new RESA-qualified plan legislation will impact your business clients
Michael Hadley, JD partner with the law firm of Davis & Harman, LLP

Gray divorce: financial planning for divorce in retirement
Lili Vasileff, CFP ® MAFF TM, CDFA TM President of Wealth Protection Management and Divorce and Money Matters, LLC

Endeavor Room (156)

Atlantis Room (157)

2:30 p.m.–3 p.m. Break

Refreshments

Skylight Lobby
3–4 p.m. Breakout Sessions

2018 tax reform—the complexities of required minimum distributions
Jeffrey Levine, CPA/PFS, CFP ®, CWS ®, MSA
Director of tax and retirement Planning for Kitces.com and president of Fully Vested Advice

How the new RESA-qualified plan legislation will impact your business clients
Michael Hadley, JD partner with the law firm of Davis & Harman LLP

Endeavor Room (156)

Atlantis Room (157)

4–6 p.m. Networking Networking Reception Pathfinder Lounge

Speakers

Elizabeth Jetton, CFP®

Morning Keynote Speaker

Elizabeth Jetton has been a thought leader in the financial planning profession for the past 26 years. She has been a CFP® professional since 1991 and in the financial services industry since 1981.

Sam Stovall, CFP®

Lunch Keynote Speaker

As chief investment strategist of CFRA Research, Sam Stovall serves as analyst, publisher and communicator of CFRA’s outlooks for the economy, market, and sectors.

Michael Hadley, JD

Michael Hadley practices in the area of employee benefits, advising clients on the full range of tax, ERISA, and other laws affecting benefit plans.

Jeffrey Levine, CFP®/PFS, CWS®, MSA

Jeffrey Levine is the director of advisor education for Kitces.com, a leading online resource for financial planning professionals.

Lili A. Vasileff, CFP®, MAFF™, CDFA

Lili Vasileff is a fee-only certified financial planner™, master analyst in financial forensics (MAFF™) specializing in matrimonial litigation, certified divorce financial analyst™, and an independent registered investment advisor.

Christopher T. Vincent, CFA®

Christopher Vincent is the head of William Blair’s fixed income team and a portfolio manager for the firm’s fixed income strategies.

News

Videos

2018 LIFT2Symposium
2017 LIFT2 Symposium
2016 LIFT2 Symposium

Sponsors

Gold Sponsors

The Hale Meyer Group at Morgan Stanley

Cardinal Pointe Financial Group

CFA Society of Dayton

Silver Patron

James Investment Research

Member Patrons

Marsh & McLennan Agency

Wright-Patt Credit Union

Sponsor in Kind

Financial Planning Association of Southwestern Ohio