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20th Annual Forum Agenda
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HOME REGISTER SPEAKERS SESSIONS PARTNERS LOCATION

 

 

AGENDA

 

 

Download a Printable Schedule

 

 

8:00 – 8:30 A.M.

Registration and Continental Breakfast

 

 

8:30 – 9:35 A.M.

 

General Session

 

Opening Remarks and Keynote: How To Become The Employer of Choice

Mark Tibergien, Chief Executive Officer of Advisor Solutions, BNY Mellon | Pershing 

 

 

9:40 – 10:30 A.M.     

General Session  - 1 CFP® CE credit pending

 

Keynote: 2019 Economic and Investment Update

Robert C. Doll, CFA, Senior Portfolio Manager, Chief Equity Strategist, Nuveen Asset Management 

 

10:30 – 10:50 A.M.

 

Break with Exhibitors

 

 

10:50 – 11:40 A.M.  

Breakout Sessions - Block 1 - 1 CFP® CE credit pending for each session

 

Protecting Your Assets From Your Future Former Spouse

Dan Rubin, Moses & Singer LLP

 

Practical Ideas For Strengthening and Increasing Resilience of The Client-Professional Relationship

Paul T. (Ted) Klontz, Ph.D., Creighton University


Leveraging Insurance To Solve Important De-risking Problems
David Lau, DPL Financial Partners

Understanding Valuation and Why It Is Important For Your Practice and Your Clients
Thomas De Filippe, Marshall & Stevens, Inc.

 

 

11:45 A.M. – 12:35 P.M.

 

Breakout Sessions - Block 2 - 1 CFP® CE credit pending for each session

 

‘Let’s Talk’ Panel: The Evolution of The Financial Planning Profession: Fostering Diversity and Inclusivity

Moderator: Suzanne Siracuse, Investment News


How Smart Leaders Leverage Technology Infrastructure To Fuel Growth, Efficiency, and Firm Valuation
Wes Stillman, RightSize Solutions

Managing Student Loans In A Challenging Landscape
Adam S. Minsky, Esq.

ERISA and The Independent Fiduciary: When and How Plans Should Use Them
Stephen Wilkes, Esq., The Wagner Law Group
 

 

12:35 – 1:45 P.M.
Lunch / Exhibitor Networking / Tech Presentations / Discussion Time: Employment, Practice Management

 

 

1:45 – 2:35 P.M.      




 

General Session - 1 CFP® CE credit pending

 

Keynote: Creating An Aging Plan

Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc. 

 

 

2:45 – 3:30 P.M.

Breakout Sessions - Block 3 - 1 CFP® CE credit pending for each session

 

Using Form 1040 To Identify Financial Planning Needs and Opportunities
Jeff Rattiner, CPA, CFP®, Rattiner's Financial Planning Fast Track, Inc.

 

What The SEC Is Looking For In 2019
Stephen A. Galletto, Esq., Stark & Stark


7 Steps To Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
Robert Mauterstock, CFP®, CLU, ChFC, KR Wealth Management

The Role of Guaranteed Income In Retirement Income Planning – A Real World Case Study!
Robert T. Rickey, CFP®, TIAA

 

 

3:30 – 3:50 P.M.

 

Coffee, Tea Break / Exhibitor Networking

 

 

3:50 – 5:05 P.M.

Super Sessions

 

Working Well With Widows1.5 CFP® CE credits pending
Kathleen Rehl, Ph.D., CFP®, CeFT, Rehl WEALTH Collaborations LLC

 

‘Let’s Talk’ Panel: NexGen: Exploring Different Career Paths 
Robert Powell, TheStreet's Retirement Daily; USA TODAY; Retirement Management Journal

 

Taking Advantage of NYC Real Estate Opportunities

Mark Maimon, Freedom Mortgage

 


5:10 – 6:00 P.M.

 

Closing Panel - 1 CFP® CE credit pending

 

‘Let’s Talk’: The Future of Elder Care Planning: Preparing For and Finding Solutions For Today’s Issues
Robert Powell, Moderator
Carolyn McClanahan, M.D., CFP®; Paul T. (Ted) Klontz, Ph.D.; Kathleen Rehl, Ph.D., CFP®, CeFT; Robert Mauterstock, CFP®, CLU, ChFC

 

 

6:00 – 7:00 P.M.
Evening Reception and Networking

 

 

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Financial Planning Association of Metro New York

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New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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