Agenda-at-a-Glance

6:30am Registration Opens
7:00am Couples & Money: A Financial Planner's Guide to Navigating Love, Conflict, and Wealth
8:00am AI & Automation for Financial Advisors: Streamline Your Practice without Sacrificing Personal Touch
9:00am Break and Sponsor Time
9:20am Better Together: Avoiding Common Estate Planning Errors with Legal Insight
10:10am Break and Sponsor Time
10:20am Aging Clients: Risk Management w/ Life Insurance & Long-Term Care Insurance
11:10am Break and Sponsor Time
11:20am Integrating Housing Wealth into Retirement Planning, an Advisor's Perspective
12:10pm Lunch
1:00pm Round Table Discussions
1:50pm Helping Nervous Clients Understand and Financially Plan for the (True) State of the Social Security System
2:40pm Break
2:40pm Navigating the Fog of (a Trade) War

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