LIFT² Symposium

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®

Lunch Keynote Speaker
Michael Finke, Ph.D., CFP® is the dean and chief academic officer at The American College of Financial Services. Dr. Finke completed his doctorate in consumer economics at The Ohio State University in 1998 and finance from the University of Missouri in 2011.

Gary A. Wagner, Ph.D.

Morning Keynote Speaker
Gary Wagner, Ph.D. is vice president and senior regional officer of the Cincinnati Branch of the Federal Reserve Bank of Cleveland. Dr. Wagner is responsible for managing the Reserve Bank’s regional stakeholder relationships in central and southern Ohio and eastern Kentucky.

Theresa Busher–Social Security Public Affairs Specialist

Theresa Busher serves as the public affairs specialist for the Social Security offices of greater Dayton and Springfield.

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP, and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners and Councils.

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®

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners, a fee-only RIA and financial planning firm managing over $1.5 billion AUM. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X and Gen Y clients largely ignored by traditional firms.

Videos

2018 LIFT2Symposium
2017 LIFT2 Symposium
2016 LIFT2 Symposium