Overview
The Leading Innovation in Finance Today and Tomorrow (LIFT2) Symposium includes discussions on pressing issues, 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.
March 23, 2018
8 a.m.—6 p.m.
Student Union
Wright State University
Program Outline
| Time | Event | Topic and Speaker | Location |
|---|---|---|---|
|
8–9 a.m. |
Breakfast and Registration |
N/A |
Student Union |
|
9–10 a.m. |
Morning Keynote |
Economic Trends and Data by Gary Wagner, Ph.D. |
Student Union Apollo Room |
|
10–10:15 a.m. |
Break with refreshments | N/A |
Student Union Atrium |
|
10:30–11:30 a.m. |
Breakout Sessions |
A New Perspective on Retirement Income Planning by Michael Finke, CFP ®, Ph.D. Everything you need to know about Social Security by Theresa Busher, Social Security Administration |
Student Union Endeavour Room (156) Student Union Atlantis Room (157) |
|
11:30 a.m.–1:30 p.m. |
Lunch Keynote |
Retirement Living by Michael Finke, CFP ®, Ph.D. |
Student Union Apollo Room |
|
1:30–2:30 p.m. |
Breakout Sessions |
Recruit, Train, Retain: Leveraging NextGen Talent to Secure Your Firm's Future by Alan Moore, M.S., CFP ®, XY Planning Everything you need to know about Social Security by Theresa Busher, Social Security Administration |
Student Union Endeavour (156)
Student Union Atlantis Room (157) |
|
2:30–3 p.m. |
Break with refreshments | N/A |
Student Union Atrium |
|
3–4 p.m. |
Breakout Sessions |
Tax Reform and its Impact by Robert Keebler, CPA/PFS, MST AEP (Distinguished), Keebler and Associates Bitcoin and Cryptocurrency by Greg Meredith, M.B.A., Brixey & Meyer |
Student Union Endeavour (156) Student Union Atlantis Room (157) |
|
4–6 p.m. |
Reception and Networking | N/A | Pathfinder Lounge |
Speakers and Topics
Michael Finke, Ph.D. CFP®
Gary A. Wagner, Ph.D.
Theresa Busher–Social Security Public Affairs Specialist
Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Greg Meredith, MBA: Brixey & Meyers Business Advisory Services
Greg Meredith runs Brixey & Meyer’s Business Advisory Services team, which helps clients with strategic planning, project management, sales strategy, business process, and system optimization and more. Greg received a B.S.
Alan Moore, MS, CFP®
Videos
