3:00pm-5:00pm

Harry Greyard
Denault & Greyard

5:00pm-7:00pm

Networking Social

8:00am-9:15am

Kevin Green
Dimensional Fund Advisors

Indexing Exposed: The Hidden Costs of Indexing
Description pending.

1 CFP credit hour

9:30am-10:20am

Emily Rassam
Archer Investment Group

Operationalizing Tax Planning: Systems That Scale Without Burning Out
A practical, advisor‑friendly framework for turning tax planning into a repeatable, efficient process—so it’s proactive, consistent, and scalable, not reactive and overwhelming.

10:40am-11:30am

Margaret Baudient
College Solutions

The Value Equation: Admissions, Outcomes, and Aid

This session explores how families can evaluate the true financial value of a college education. Drawing on experience as a former college admissions professional, the presenter will explain how admissions decisions are made, how to assess the return on investment of different colleges, and how financial aid formulas actually work. Financial planners will gain practical insight into helping families align college choices with long-term financial strategy.

1 CFP credit hour

10:40am-11:30am

Charles Melvin
Melvin Group

Beyond Protection: Insurance Strategies for Every Stage of Wealth

Required Minimum Distribution (RMD): A Yearly Tradition You Can’t Skip

Required Minimum Distributions (RMDs) are an annual obligation—and missing one can lead to significant IRS penalties. In this session, we’ll unwrap the RMD rules using clear explanations and memorable analogies to make a complex topic easier to understand.

1 CFP credit hour

1:40pm-2:30pm

Emily Frazier
The Spectrum Funds

Climate, Credit & Conviction — A New Triad for Risk-Aware Investing

This session introduces a practical framework for evaluating fixed income risk through three lenses: market climate, credit behavior, and advisor conviction. Rather than attempting to predict markets, the presentation focuses on helping advisors recognize shifting market regimes, identify early credit stress signals, and apply a disciplined decision framework to support portfolio construction and client communication during volatility.

1CFP credit hour

2:30pm-2:40pm | BREAK

2:40pm-3:30pm

Harrison Baron
Secure Wealth IT

The Advisor's AI Edge: Serve Clients Better, Move Faster, and Stay Ahead

A clear, energizing look at where AI is already giving advisors an edge, from sharper meeting prep to faster follow up, plus the plain language guardrails from the SEC, FINRA, and the states that let you use it with confidence. Built for a mixed room, no jargon and no doom, so everyone walks out with something they can use Monday.

1 CFP credit hour

3:40pm-4:30pm

Dennis Beaudet
John Hancock

Joseph Edmonds
T. Rowe Price

Super CE

• North Carolina Insurance 16/4 credit hours
• South Carolina Insurance 16/3 credit hours
• CFP 10 general credit hours (no CFP Ethics)
• IWI 10 general credit hours
• IAR 6 credit hours (Product and Practices), 6 credit hours (Ethics and Professional Responsibility)