2021
Event Date and Location
Friday, October 29, 2021
Student Union
Wright State University
Schedule
Time | Event | Topic and Speaker | Location |
---|---|---|---|
8–9 a.m. | Registration | Breakfast and registration | Skylight Lobby |
9–10 a.m. |
Morning Keynote |
Leveraging Your Financial Intelligence: At the Intersection of Money, Health, and Happiness Doug Lennick, CFP, CEO and co-founder of think2perform |
Apollo Room |
10–10:15 a.m. | Break | Refreshments | Skylight Lobby |
10:30–11:30 a.m. |
Breakout Sessions |
Hot Topics in Social Security: What financial services professionals need to know in 2020 A Primer on Structured Products |
Endeavour Room (156) Atlantis Room (157) |
11:30 a.m.–1:30 p.m. | Lunch Keynote | All Eyes on You: The Financial Advisor of the Future Is a Leader Steve Gresham, Wealth Management Executive and Whealthtech Investor |
Apollo Room |
1:30–2:30 p.m. |
Breakout Sessions |
Planning Potholes and Banana Peels: How Proactivity Earns Loyalty and Assets Economic Outlook in the Time of Trade Uncertainty |
Endeavour Room (156) Atlantis Room (157) |
2:30–3 p.m. | Break |
Refreshments |
Skylight Lobby |
3–4 p.m. | Final Keynote | Buying, Selling, and Valuing Financial Practices David Grau, Sr., J.D., President and one of the founders of FP Transitions |
Apollo Room |
4–6 p.m. | Networking | Networking Reception | Pathfinder Lounge |
Speakers
- Doug Lennick, CFP
- Steve Gresham
- Theresa Busher
- Travis Engebretsen