2022
Event Date and Location
March 25, 2022
Student Union
Wright State University
Schedule
Time | Event | Topic and Speaker | Location |
---|---|---|---|
8–9 a.m. | Registration | Breakfast and registration—Student Union | 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 2022 FinTech in Wealth Management and Financial Planning |
Endeavour Room (156) Atlantis Room (157) |
11:30 a.m.–1:30 p.m. | Lunch Keynote | Your Next Chapter is Just Beginning: Get Ready for the Most Valuable Clients in History Steve Gresham, Wealth Management Executive and Whealthtech Investor |
Apollo Room |
1:30–2:30 p.m. |
Breakout Sessions |
Hot Topics in Social Security: What financial services professionals need to know in 2022 FinTech in Wealth Management and Financial Planning |
Endeavour Room (156) Atlantis Room (157) |
2:30–3 p.m. | Break |
Refreshments |
Skylight Lobby |
3–4 p.m. | Final Session | Economic Outlook in the Time of Uncertainty Rick Kaglic, Vice President and Senior Regional Officer, Cincinnati Branch of the Federal Reserve Bank of Cleveland |
Apollo Room |
4–6 p.m. | Networking | Networking Reception—Student Union | Skylight Lobby |
Speakers
Theresa Busher
Theresa Busher serves as the public affairs specialist for the Social Security offices of greater Dayton and Springfield.
Travis Engebretsen
Travis Engebretsen is the Senior Director of Business Strategy at Ramsey Solutions, where he is responsible for building and launching the company's new digital banking business.
Steve Gresham
Steve Gresham is a longtime consultant, executive, and investor in the wealth management industry.
Rick Kaglic
Rick Kaglic is vice president and senior regional officer at the Cincinnati branch of the Federal Reserve Bank of Cleveland, a role he took on in 2018.
Photos
You can also view the full gallery of photos taken at the event.
2022 Keynote Videos