Loading…
Type: Concurrent Session clear filter
arrow_back View All Dates
Friday, August 1
 

10:00am PDT

Advanced College Planning: Strategies from 529s to Roths to FAFSA
Friday August 1, 2025 10:00am - 11:00am PDT
Speakers
TD

Taft Dorman

Financial Planning Program Director, BYU-Idaho
Friday August 1, 2025 10:00am - 11:00am PDT
  Concurrent Session

10:00am PDT

Transforming Your Client Onboarding
Friday August 1, 2025 10:00am - 11:00am PDT
Speakers
CR
Friday August 1, 2025 10:00am - 11:00am PDT
  Concurrent Session

11:15am PDT

10 Quick Ways to Boost Website Inquiries for Financial Advisors
Friday August 1, 2025 11:15am - 12:15pm PDT
Speakers
RS
Friday August 1, 2025 11:15am - 12:15pm PDT
  Concurrent Session

11:15am PDT

Best Practices for Talking to Clients about the Current Political Climate & Market Uncertainty
Friday August 1, 2025 11:15am - 12:15pm PDT
Speakers
AL
Friday August 1, 2025 11:15am - 12:15pm PDT
  Concurrent Session

2:45pm PDT

My Plate's Full: How to Manage Too Much of a Good Thing
Friday August 1, 2025 2:45pm - 3:45pm PDT
Facilitator
avatar for David Sterman

David Sterman

President, Huguenot Financial Planning
David is based in New York State’s Hudson Valley at Huguenot Financial Planning. He holds a Bachelor’s Degree in Political Science and Philosophy from Emory University and a Master’s degree in the Science of Management from Georgia Tech. In addition to Financial Planning and... Read More →
Speakers
KC

Katy Cook

Principal, Abacus Financial Planning, LLC
avatar for Kitty Bressington

Kitty Bressington

Founder / Owner, Linden Financial Consultants, LLC
Friday August 1, 2025 2:45pm - 3:45pm PDT
  Concurrent Session, Panel

2:45pm PDT

My Plate's Not Full: How Do I Fill It?
Friday August 1, 2025 2:45pm - 3:45pm PDT
Facilitator
avatar for Tracy St John

Tracy St John

Principal, Financial Avenues
Tracy St John is the owner of Financial Avenues, located in Kansas City, MO with a 2nd office in Kansas, still within the Kansas City area. The firm practices on an hourly only basis and does offer investment management only if the client requests. Investment management is charged... Read More →
Friday August 1, 2025 2:45pm - 3:45pm PDT
  Concurrent Session, Panel
 
Share Modal

Share this link via

Or copy link

Filter sessions
Apply filters to sessions.
Filtered by Date - 
Clear filter
Wednesday, July 30
Thursday, July 31
Friday, August 1
Saturday, August 2
Sunday, August 3
  • Concurrent Session
  • General Session
  • Keynote
  • Networking
  • Other
  • Sponsor Educational Session