2015

March 27, 2015
Student Union
Wright State University

Overview

Designed for practicing professionals in the banking, insurance, accounting, investing, and financial planning industries, The LIFT² symposium focuses on contemporary issues in client management and relationships, professional practice management, and industry evolution. The purpose of the symposium is to address the needs of the next generation of financial advisors. The focus is on four contemporary issues: the role of social media in client recruiting and retention, financial planning for and by women, the advisor’s practice succession planning, and the financial advisor’s role in meeting the non-financial needs of clients throughout their life, especially as they enter retirement.         

CE credits available: a total of 6 CE credits are available for the conference [total includes a 2-hour online ethics exam]

Speakers and Topics

Rob Blevins

Discussion of Succession Planning

An executive search and consulting professional specializing in recruiting, negotiations and systems development for full-service retail and institutional Financial Advisors and firms nationwide. In 1999, Rob began his career wi

Kathleen Burns Kingsbury

Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including "How to Give Financial Advice to Women" and How to Give Financial Advice to Couples" both published by McGraw

Carrie Cook Bray, CFP ®, CRPC ®, MBA

Technology in Client Management

Carrie is a Senior Wealth Manager at Buckingham Financial Group, Inc. She was previously a financial advisor at Merrill Lynch, Wells Fargo and UBS.

LaVaughn Henry, Ph.D.

Keynote Speaker

Accomplished senior executive with 20+ years of diverse experience in the fields of business and macroeconomics, consulting/advisory services, interest rate risk and market risk modeling, and government affairs.

Elizabeth Jetton, CFP ®

Founder of Elizabeth Jetton Coaching and Consulting Services. She is an international speaker, consultant, coach and leader in the financial life planning profession.

Josh Lake CFP ®, CRPC ®

Discussion of Succession Planning

Josh’s practice focuses on wealth preservation strategies, investments, estate planning and retirement planning. He has 11 years of practice in the business with outstanding client satisfaction.

W. James Steen, CFP ®

Discussion of Succession Planning

Jim is the president of Petra Financial Solutions, Inc. in Kettering, OH. Jim incorporated Petra Financial Solutions in 1998. He received his Certified Financial Planner® designation in 1984 and his Masters in Financial Planning in 1999.

Crystal Thies

The Use of Social Media in Financial Practice

Crystal first became a financial advisor in 1997 with American Express Financial Advisors. She was quickly recognized as an emerging leader and a technology advocate.

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