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20th Annual Forum Agenda
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7:45 – 8:30 A.M.

Registration and Continental Breakfast



8:30 – 9:30 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 



9:35 – 10:25 A.M.     

General Session  - 1 CFP® CE credit


Keynote: 2019 Economic and Investment Update

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


10:25 – 10:40 A.M.


Break with Exhibitors



10:40 – 11:30 A.M.  

Breakout Sessions - Block 1 - 1 CFP® CE credit 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.



11:40 A.M. – 12:30 P.M.


Breakout Sessions - Block 2


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

Moderator: Suzanne Siracuse, Investment News

How Smart Leaders Leverage Technology Infrastructure To Fuel Growth, Efficiency, and Firm Valuation 1 CFP® CE credit
Wes Stillman, RightSize Solutions

Managing Student Loans In A Challenging Landscape 1 CFP® CE credit
Adam S. Minsky, Esq.

ERISA and The Independent Fiduciary: When and How Plans Should Use Them 1 CFP® CE credit
Stephen Wilkes, Esq., The Wagner Law Group


12:30 – 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


Keynote: Creating An Aging Plan

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



2:45 – 3:35 P.M.

Breakout Sessions - Block 3 - 1 CFP® CE credit 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



3:35 – 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
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 1.5 CFP® CE credits

Mark Maimon, Freedom Mortgage


5:10 – 6:00 P.M.


Closing Panel - CFP® CE credit


‘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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New York, NY  10017

Phone: 800-322-4237 ext. 7187



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