11:00am-1:00pm | BALLROOM FOYER
Registration, Exhibit Area Open
Light refreshments provided (no lunch).
1:00-3:00pm | POLARIS BALLROOM
Ethics Program: A Practical Application of CFP Board’s Code and Standards
Speaker: Dan Candura
CE: 2 hours CFP & Ohio Insurance – PENDING, 2 hours CPE Available
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 | BALLROOM FOYER
Networking Break with Partners
3:30-5:00pm | POLARIS BALLROOM
Keynote: The Belonging Blueprint
Speaker: Dennis Moseley-Williams
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
Client experience isn’t a “nice-to-have” – it’s the fastest growth strategy in business today. In this keynote, Dennis shows why creating belonging beats delivering service, and how transforming clients into members leads to more referrals, more loyalty, and more balance in your life. You’ll learn how to stage meaningful experiences that clients feel, remember, and talk about – experiences that drive growth because they make people feel like they truly belong.
5:00-6:00pm | BALLROOM FOYER
Welcome Reception
6:00-7:00pm | 17 ARROWS
NexGen Happy Hour Meet-Up
Join other NexGen members for a casual happy hour meet-up in the lobby of the Hilton at the 17 Arrows. This event is pay on your own. You will indicate your attendance during registration.
7:00-8:00am | BALLROOM FOYER
Registration Open / Breakfast
7:00-8:00am | GEMINI BALLROOM
Women’s Breakfast
8:00-9:00am | POLARIS BALLROOM
Keynote: Tax Planning Opportunities Under The New “One Big Beautiful Bill” Act
Speaker: Jeff Levine
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
The “One Big Beautiful Bill Act” (OBBBA), which was signed into law on July 4, 2025, put to rest years of uncertainty over whether the tax rules created by the Tax Cuts and Jobs Act of 2017 would be extended or allowed to sunset at the end of 2025. At the same time, however, it also included a host of new provisions that will introduce new planning considerations for clients of financial advisors. In this session, Kitces Lead Financial Planning Nerd Jeffrey Levine will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized. He’ll be covering the OBBBA’s tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. He’ll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!
9:10-10:10am | POLARIS BALLROOM
Keynote: AI
Speaker: Stephanie Aliaga
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
10:10-10:40am | BALLROOM FOYER
Networking Break with Partners
10:40-11:40am | POLARIS BALLROOM
Keynote: Trusts as Beneficiaries of IRAs
Speaker: Jeff Levine
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
As the use of trusts in estate planning becomes increasingly popular for both tax and non-tax reasons, and clients continue to accumulate more and more assets in retirement accounts, the use of trusts as beneficiaries of IRAs is increasing desirable and necessary. Unfortunately, though, the rules pertaining to IRAs payable to a trust after death are complex and challenging. In this session, we will explore the unique requirements for IRAs to preserve and maximize their tax deferral after death when a trust is the beneficiary, with details about the rules for trusts to qualify for the IRA’s post-death tax deferral “stretch,” how to calculate the actual post-death required minimum distributions for the trust, and examples of specific wording from sample trusts.
11:40am-1:00pm | BALLROOM FOYER and POLARIS BALLROOM
Lunch
12:00-1:00pm – FOR STUDENTS ONLY | GEMINI BALLROOM
Student Lunch & Ask an Advisor Anything Panel
Available to in person attendees only.
This session is designed specifically for students aspiring to become financial planners, offering an exclusive peek behind the curtain with a panel of current financial planners.
1:00-2:00pm
Afternoon Breakout Sessions
Afternoon Breakout 1 | POLARIS BALLROOM
Topic: College Planning Disrupted – Need-to-know changes from OBBBA
Speaker: Cozy Wittman
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
OBBBA has significantly reshaped college planning and will require new strategies for parents and grandparents. Student loan and parent loan rules for both undergrad and grad students have changed, 529 Plans have been expanded and financial aid families receive from colleges will be affected. We will explain the myriad of changes and what advisors need to know to navigate the new college planning landscape with their clients.
Afternoon Breakout 2 | GEMINI BALLROOM
Topic: Planning for Self-Employed Advisors
Speaker: TBD, Dominion Enterprise
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
2:10-3:10pm | POLARIS BALLROOM
Keynote: A New Frontier of Solutions for Tax Management
Speakers: William Bergen & Thomas Canals
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
3:10-3:40pm | BALLROOM FOYER
Break with Partners
3:40-4:45pm | POLARIS BALLROOM
Keynote: Macro Economics
Speakers: Matt McLennan
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available