CAP Schedule 2017
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Wednesday, November 1, 2017


 
 

Please click on topics below for details


7:00 – 8:00 AM

Registration, Breakfast, Networking

Introduction of speakers, presentation of agenda


 

8:00 -- 8:15 AM

Morning announcements

8:00 – 9:45 AM

General Session: The Advisor Solutions Mastermind Session


Daniel Finley, Advisor Solutions

1.5 IL, IN & WI Insurance and CIMA CE Applied for



 

9:45 - 10:15 AM

30 Minute Networking Break


 

10:15 AM - 11:45 AM

Track One: Referability

John Anderson, SEI

1.5 IL, IN & WI Insurance and CIMA CE Applied for

 


 

Track Two: Real Assets and Inflation Protection: Lies Damned Lies and Statistics

Michael Underhill

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for

 


 


Track Three:  Advising Clients Through the Toughest Times of Life

Amy Florian, Corgenius

 

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


11:45 AM - 12 Noon

15 Minute Break


 

12:00 - 1:30 PM

Lunch General Session: Estate & Wealth Planning Update

Robert Keebler, CPA, MST, AEP (Distinguished)
Keebler & Associates, LLP

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


1:30 - 1:45 PM
 

15 Minute Break


 

1:45 - 3:00 PM

Track One: Retirement Income Showdown: Risk Premium vs. Risk Pooling

Dr. Wade Pfau, American College

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


 

 

 


                       
 

Track Three: Advanced Roth Conversion Strategies

 

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Pinnacle Advisory Group Inc.    

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for



3:00 - 3:30 PM

15 Minute Break


3:30 - 4:30 PM

Track One:  My Best Tax Planning Ideas in 2017

Brian Whitlock, CPA, JD, LLM (Tax), Adjunct Professor
University of Illinois at Urbana-Champaign

 

1 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


 



Track Two: Student Loan Management

Adam Minsky, Law Office of Adam S. Minsky

1 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


 


Track Three: Generating Tax Alpha with Effective Asset Allocation

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

1 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


 

 
4:30 - 4:45 PM

15 Minute Break

 


 

4:45 - 5:45 PM

General Session: Five Industry Trends Reshaping Financial Advice      

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Pinnacle Advisory Group Inc.  

 

1 IL, IN & WI Insurance and CIMA CE Applied for


 

 5:45 - 6:45 PM

Cocktail Hour with Sponsors



 

 

 

 

Thursday, November 2, 2017


7:00 – 8:00 AM

Registration, Breakfast, Networking


8:00 - 8:15 AM

Morning Announcements

8:15 – 9:45 AM

General Session: Goals-Based Risk: A Better Way to Understand Client Risk Preferences in the Context of Investing Well”

Ryan Murphy, Ph.D., Morningstar

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for   


 9:45 - 10:15 AM

30 Minute Networking Break

10:15 AM - 11:45 AM
 

Track One: How to Prepare for an RIA Regulatory Audit

GJ King

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for



 

Track Two: Disruptive Change Areas of Opportunity in 2017 and Beyond  

Jim Callinan, Osterweis Capital Management

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for

 


Track Three: Working Collaboratively with Attorneys and CPAs

Michael Stuart, JD, CPA, The Legacy Alliance

 

1.5 CFP, IL, IN & WI Insurance and CIMA CE Applied for


 

11:45 AM - 12:00 PM

15 Minute Break


  

12:00 - 1:30 PM

Lunch/General Session:Public Policy, Natural Disasters and Geopolitics

Jack Ablin, BMO

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


1:30 - 1:45 PM

15 Minute Break


 

1:45 - 3:00 PM

Track One: Client Discovery: Enhancing the Interview Process

John Nersesian, CFP, CIMA, CPWA, Nuveen

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


 

Track Two: Divorce Trends Through the Generations

Carol Lee Roberts, Institute for Divorce Financial Analysts

 

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


 

Track Three: Better than an Algorithm - Advisors as Behavioral Coaches

Ray Sin, Morningstar

1.5 CFP approved, 1.5 IL, IN & WI Insurance and CIMA CE Applied for


3:00 - 3:15 PM

15 Minute Break


3:15 - 4:15 PM

General Session: The Value of Professional Advice

John Nersesian, CFP, CIMA, CPWA, Nuveen

1 CFP, IL, IN & WI Insurance and CIMA CE Applied for


 4:15 - 4:30 PM

Conference Wrap-Up
Take Aways and Action Plans to Take Home
Conference Survey
New Year's Conference
Next Year's Conference Special Sign-Up

 

   

 

 

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more Calendar

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11/1/2017 » 11/2/2017
CAP 2017 - Conference for Advanced Planning

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