The Leading Innovation in Finance Today and Tomorrow symposium will touch on everything from investing to tax reform and a holistic approach to retirement planning to divorce in retirement.
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 |
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 Fixed income investing: then, now, and in the future |
Endeavor Room (156) Atlantis Room (157) |
| 11:30 a.m.–1:30 p.m. | Lunch Keynote |
Is it time to buy or bail? |
Apollo Room |
| 1:30–2:30 p.m. |
Breakout Sessions |
How the new RESA-qualified plan legislation will impact your business clients Gray divorce: financial planning for divorce in retirement |
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 How the new RESA-qualified plan legislation will impact your business clients |
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
2019 LIFT2 Symposium
2018 LIFT2 Symposium
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
