CAP 2019 Speakers
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KEYNOTE SPEAKERS


 





 

 

 

 

 

 

Bob Keebler, CPA, MST, AEP (Distinguished)

Keebler & Associates 

 

Topic: Best Ideas for Financial Planners

Christine Benz

Morningstar

 

Topic: The Bucket Approach to Retirement Planning:

The Devil Is in the Details


Carolyn McClanahan CFP®, MD

Life Planning Partners

   
Topic:

 

Twitter: @CarolynMcC

Michael Falk CFA, CRC

   
Focus Consulting Group

  

Topic: Psychology, Neurology… How Your Biology Impacts Your Decisions

 

Jim Entwisle 

 

 

Vanguard Financial Advisor Services™

 

Topic: How an Advisor Adds Value Through Behavioral Coaching

Joseph S. Cortese III

 

DiMeo Schneider & Associates, L.L.C.

Topic: 2019 Investment Update - Investors on Edge

The i/O Theater

Chicago's Best Improv Comedy

 

Topic: Communication

Evelyn Zohlen CFP® 

 

Inspired Financial

 

Topic:The Future of FPA

Lauren Schadle CAE

 

Financial Planning Association

 

Topic:The Future of FPA


BREAKOUT SESSION SPEAKERS
(as of 8/26/2019)

 

more Calendar

9/18/2019 » 9/19/2019
CAP 2019 - Conference for Advanced Planning

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