11:00am-1:00pm
Registration, Exhibit Area Open
1:00-3:00pm
Ethics Program: A Practical Application of CFP Board’s Code and Standards
Speaker: Dan Candura, President, Candura Group, LLC
CE: 2 hours CFP & Ohio Insurance – Pending
Assist CFP® professionals in understanding and fulfilling their obligations under the CFP Board’s Code of Ethics and Standards of Conduct by creating an engaging learning environment where CFP® professionals actively participate in the discussion and leave with a positive feeling about their experience.
3:00-3:30pm
Break with Partners
3:30-5:00pm
Keynote: Risk & Reward
Speaker: Ben Carlson
CE: 1 hour CFP & Ohio Insurance – Pending
Ben Carlson takes a deep dive into how markets work, how they make you feel, how they impact client conversations, how to better communicate with clients, and how to manage client emotions during the worst market moments.
5:00-6:00pm
Welcome Reception with Partners
6:00-7:00pm
NexGen Happy Hour Meet-Up
Join other NexGen members for a casual happy hour meet-up in the lobby of the Hilton. This event is pay on your own.
7:00-8:00am
Registration Open / Breakfast
8:00-9:10am
Keynote: Applying Behavioral Finance In Your Financial Planning Practice,
Speaker: Michael Kitces, Chief Financial Planning Nerd, Kitces.com
CE: 1 hour CFP & Ohio Insurance – Pending
An increasing volume of research is making clear what financial planners have long known – that clients do not always act in a purely rational manner. But it’s one thing to recognize that clients sometimes make irrational decisions, and another to really understand what drives those decisions and how to help clients avoid the most damaging mistakes. In this session, advisors will learn what the behavioral finance research has shown about our not-always-rational decision-making process, and how to consider making adjustments to the delivery of their financial planning services to help clients achieve more desirable outcomes through better communication and enhanced trust.
9:20-10:20am
Keynote: Tax Planning Amidst Uncertainty – How to Deliver Massive Value on Tax Planning No Matter What Congress Decides To Do
Speaker: Steven Jarvis, CPA
CE: 1 hour CFP & Ohio Insurance – Pending
With a change in administration, tax law changes will be a frequent topic of conversation in 2025, which presents a great opportunity for financial advisors who are prepared to face it head-on. This session will provide a framework for working with clients on tax planning even when the rules aren’t quite clear. And before any gets too lost in their crystal ball it’s important to remember the IRS is still implementing SECURE 2.0 and 2025 will be an important year for that law as well.
10:20-10:45am
Break with Partners
10:45-11:00am
National Update, Representative from FPA National
11:00am-12:00pm
Keynote: Grill the Guru: Scaling Advice in Today’s Challenging Financial Landscape
Speaker: Michael Kitces, Chief Financial Planning Nerd, Kitces.com
CE: 1 hour CFP & Ohio Insurance – Pending
This interactive session offers a unique opportunity to gain direct insights from Michael Kitces on navigating the complexities of running, growing, and scaling an advisory firm in today’s environment. Michael will address attendee questions focused on a central theme: How best to improve efficiency, productivity, and profitability in Today’s Challenging Financial Landscape. This open forum will allow attendees to explore the real-world application of recent industry research and current trends in financial planning. Specifically, Michael will share his perspective and strategies for addressing these issues based on his own research, and 25 years of experience in the advisory business, offering practical guidance for advisors seeking to grow their revenue, expand their team, adjust their pricing, leverage AI, or improve the overall profitability of their practice. Come prepared with your questions and engage in a candid conversation with one of the profession’s most respected thought leaders.
12:00-1:15pm
Lunch
12:45-1:15pm – FOR STUDENTS ONLY
Ask an Advisor Anything Panel
This session is designed specifically for students aspiring to become financial planners, offering an exclusive peek behind the curtain with a panel of three current financial planners.
1:15-2:25pm
Keynote: Guide to the Markets
Speaker: Dr. David Kelly, Chief Global Strategist, JP Morgan Asset Management
CE: 1 hour CFP & Ohio Insurance – Pending
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In this session, Dr. Kelly will discuss growth, jobs, profits and inflation and share his insights on global markets, federal reserve policy and fiscal policy.
2:35-3:35pm
Afternoon Breakout Sessions
Afternoon Breakout 1: Macro with Meb
Speaker: Meb Faber, CEO, Cambria Investment Management, Inc.
CE: 1 hour CFP & Ohio Insurance – Pending
Meb Faber will discuss the Current Macro Environment and the latest trends in Value and Momentum Investing. He will explore the discount in Value vs. Growth, Foreign vs. Abroad, and Small Caps vs. Large Caps. Meb will also discuss his latest book: “Shareholder Yield” and the continued evolution of ETFs with the recent launch of the 351 Exchange.
Afternoon Breakout 2: Beyond the Numbers: Providing Empathetic Financial Guidance for Widowed Clients
Speaker: Chris Bentley, Founder and CEO, Wings for Widows
CE: 1 hour CFP & Ohio Insurance – Pending
Available to in person attendees only.
This professional development presentation for financial advisors addresses a critical but often overlooked aspect of client service: supporting widowed clients through both financial and emotional transitions. Led by Chris Bentley of Wings for Widows, the session challenges financial professionals to move beyond traditional number-focused advising to provide comprehensive, empathetic guidance. Through sobering statistics, real-world examples, and practical frameworks, Bentley illustrates how advisors can better serve the approximately 3,000 women who become widowed daily in the U.S. The presentation emphasizes that while technical expertise remains essential, understanding the profound emotional and practical challenges of widowhood – from navigating immediate financial decisions to managing long-term stability – enables advisors to deliver more effective and compassionate service.
3:35-4:00pm
Break with Partners
4:00-5:05pm
Keynote: A New Way to Visualize Retirement Income
Speaker: Michael Finke, Chair of Economic Security at The American College
CE: 1 hour CFP & Ohio Insurance – Pending
Can you explain the differences between fixed retirement spending strategies, guardrails, required minimum distributions, and other flexible strategies to a client? This presentation use visualizations to provide a clear explanation of various spending strategies to help the advisor and client choose an ideal spending plan. Unknown longevity and asset returns mean that all retirees will face a range of possible retirement lifestyles. This presentation highlights the problems with fixed spending strategies such as the 4% rule, the benefits of spending flexibility, the importance of discussing income and legacy goals, how investment risk affects lifestyle, and how transferring longevity risk increases spending. The presentation will give advisors a more intuitive understanding of retirement income planning so that they can easily explain essential spending, risk, and product choices to client.