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
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 mixer in the hotel restaurant at the Hilton called 17 Arrows. One drink included for each attendee.
You will indicate your attendance to this special event during registration.
7:00-8:00am | BALLROOM FOYER
Registration Open / Breakfast
7:00-8:00am | GEMINI BALLROOM
Women’s Breakfast Discussion with Peggy Ruhlin
Start your All Ohio Symposium morning with a dose of inspiration and tangible wisdom. This breakfast is exclusively for our female advisors featuring one of the most influential women in the history of wealth management: Peggy Ruhlin. This isn’t just a lecture; it’s a direct conversation with a trailblazer who built one of the nation’s top RIA firms. We’ll dive into the themes of her new book, Wealth is Women’s Work, exploring how to drive a long-term impact in this industry. Every attendee will walk away with a free copy of Peggy’s book to continue the journey. Space is limited for this special engagement.
You will indicate your attendance to this special event during registration.
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: Guide to the Markets: Concentration and Opportunity
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: Tax Planning for Financial Advisors
Speaker: Catherine Tindall, CPA
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
In this fast-paced, practical session, CPA and tax strategist Catherine Tindall equips financial advisors with the tools to make smart, forward-looking tax decisions about their own firms. Advisors learn how to accurately forecast tax liabilities, align tax strategy with business growth goals, and implement “cashless” planning techniques that maximize value without draining liquidity. Catherine covers entity optimization, compensation design, fringe benefits, and overlooked deductions that can meaningfully impact take-home income. She also explores when and how to deploy strategic cash moves, like retirement plan contributions and growth-oriented deductions, to manage taxes while fueling long-term firm expansion. Attendees leave with a clear, actionable roadmap for turning taxes into a controllable lever for profitability, without the stress of last-minute scrambling.
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
The goal of this session is to provide a robust update on the landscape for tax managed solutions. The first portion will focus on a review of common concepts and terminology and how we have gotten to where we are today. We will proceed to focus on the common archetypes of clients that make sense for more advanced tax managed solutions and highlight important concepts for identifying providers in the space. We will also address the role that technology plays in this ecosystem. The last part of the session will focus on the solutions themselves – direct indexing, custom indexing, long-short strategies, and options.
3:10-3:40pm | BALLROOM FOYER
Break with Partners
3:40-4:45pm | POLARIS BALLROOM
Keynote: Resilient Investing: How We Uncover Value In Volatile Markets
Speakers: Matt McLennan
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available