Monday

“More than Welcome: Implementing the ExperienceEconomy in Client Onboarding and Reboot Meetings”

By Dennis Moseley-Williams, sponsored by Athene

“Rethinking the Retirement Red Zone: New Ideas to Help Your Clients Live Well, Invest Well and Leave Well”

By Ronald Madey, Chief Investment Officer, Wealthcare Capital Management

“Navigating Uncertainty”

By Naomi Win, PsyD, Behavioral Finance Analyst, Orion Advisor Solutions

Tuesday

“Your AI Strategy: Opportunities & Challenges”

By Francis Ryu, Director of Data Science, BNY Pershing

“Top 10 Tax Traps”

By Alan Roman, Director Advanced Strategies, TruChoice Financial

Breakout Sessions

"Fixed Income: Products, Services & Market"

By Michelle Rogers, Director of Fixed Income Trading, Kovack Securities, Inc. and James Molinari, Vice President, South Florida and Puerto Rico, First Trust

“i-Factor: Intelligent Sales Solutions”
By Mike Bacchus, Div. VP, Advanced Annuity

“Learn how Redeemable Preferred StockCan Protect You from Volatility While Staying Two Steps Ahead of Inflation”

By Tyler Bergman, Senior Regional VP – FL, PR, SC, Preferred Capital Securities

“Navigating Markets and Prospects with Wealthcare's Investment Consulting Group”

By Joe Gairo, Investment Strategist, Wealthcare Capital Management

“Retirement Planning in a Pensionless World: Opportunities and Solutions”

By John Rafferty, Principal, Rafferty Annuity Framing, Athene

“One Step Ahead – Privacy Protection”

By Kelly Chapple, Divisional Sales Manager, Eagle Life

“The Great Intersection: Among the Fed, the Bond Market, the Election, & Inflation”

By Brian Elliott, Sr. V.P., Director of Institutional Division, Genter Capital

“Health Care in Retirement”

By Tyler De Haan, Director of Advanced Sales, Sammons Institutional Group

“Helping Your Clients Prepare for the Sunset: Advanced Planning Ideas”

By Carlos Zarate, Sr. Advanced Sales Consultant, AuguStar Retirement

“Win More of the Client Wallet: Tax Harvesting in SMAs with Individual Securities and PathFinder for Held Away 401(k)s”

By Ken Deane, Senior Vice President and Director of Self-Directed Brokerage, Advisors Capital Management

“Health Care: Plan for Costs in Retirement”

By Tim O’Mara, Vice President, Nationwide Retirement Institute

“Telling the RILA Story”

By Leslie Williamson, Head of Digital Distribution, Brighthouse Financial

“Unlocking Growth: How to Overcome the 4 Major Advisor Challenges”

By Patrick Ferrer, Senior Advisor Consultant, Orion Portfolio Solutions []

“Shifting the Efficient Frontier”

By Ray Eissa, Regional Vice President, Equitable Distributors

“Inherited Annuities”

By Adam Kleinman, Regional V.P. BD Channel FL, MassMutual Ascend

“Firm CPR: Evaluating Returns”

By Jon Ferraiolo, External Sales, Southeast Region, Potomac Funds

Wednesday

“ Capturing & Retaining Assets: Engaging Current Clients and the Next Gen”

By Melissa Intezar, Vice President, Director of Enterprise Consulting, AssetMark

“Market Watch: Economic Updates & Insights”

By Dr. Charles Lieberman, Founding Partner & Chief Investment Officer, Advisors Capital Management

“Trends in Wealth Management”

By Laura Delaney, Vice President, Business Consulting, Fidelity Institutional