Monday, April 28, 2025

• 11:00am: Registration Opens, Exhibit Area Open
• 1:00-3:00pm: Ethics, Dan Candura, President, Candura Group, LLC
  
• 3:00-3:30pm: Break with Partners
• 3:30-5:00pm: Keynote Presentation, Ben Carlson
• 5:00-6:00pm: Welcome Reception with Partners 

Tuesday, April 29, 2025

• 7:00-8:00am: Registration Opens, Breakfast
• 8:00-9:10am: Keynote Presentation, Michael Kitces, Chief Financial Planning Nerd, Kitces.com
• 9:20-10:20am: Breakout Sessions
  • Newly Widowed Clients, Chris Bentley, Founder and CEO, Wings for Widows
  • Tax Updates, Stevin Jarvis,  CPA, Retirement Tax Services
• 10:20-10:45am: Break with Partners
• 10:45-11:00am: National Update, Representative from FPA National
• 11:00am-12:00pm: Keynote Presentation, Michael Kitces, Chief Financial Planning Nerd, Kitces.com
• 12:00-1:15pm: Lunch
• 1:15-2:25pm: Keynote Presentation, Dr. David Kelly, Chief Global Strategist, JP Morgan Asset Management 
• 2:35-3:35pm: Breakout Sessions
  • Investment Update, Meb Faber, CEO, Cambria Investment Management, Inc.
  • Growth & Succession in Your Practice, Advisor Growth Strategies (AGS)
• 3:35-4:00pm: Break with Partner
• 4:00-5:05PM: Keynote Presentation, Michael Finke, Chair of Economic Security at The American College