2018
March 23, 2018
Student Union
Wright State University
Schedule
| 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.
