CAP 2019 - Conference for Advanced Planning 2019 | Financial Planning Association | 18 September 2019 | DoubleTree by Hilton Lisle Naperville, 3003 Corporate W Dr, Lisle, IL 60532, USA
Venue
DoubleTree by Hilton Lisle Naperville
DoubleTree by Hilton Lisle Naperville, 3003 Corporate W Dr, Lisle, IL 60532, USA
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| Event Date |
Wed Sep 18 CDT - Thu Sep 19 CDT (about 5 years ago)
In your timezone (EST): Wed Sep 18 8:30am - Thu Sep 19 8:30am |
| Location |
DoubleTree by Hilton Lisle Naperville
3003 Corporate W Dr, Lisle, IL 60532, USA |
| Region | Americas |
Details
The premier, annual, two-day CE conference and most important event of the year. Hear from nationally acclaimed speakers, engage in valuable peer-to-peer learning and discussions, and come together for the financial planning profession’s most important conversations.
Speakers
2019 Speakers
Bob Keebler, CPA
MST, AEP (Distinguished), Keebler & Associates
Christine Benz
Morningstar
Carolyn McClanahan CFP®
MD, Life Planning Partners
Michael Falk
CFA, CRC, Focus Consulting Group
Jim Entwisle
Vanguard Financial Advisor Services™
Joseph S. Cortese III
DiMeo Schneider & Associates, L.L.C.
Evelyn Zohlen CFP
Inspired Financial
Lauren Schadle CAE
Financial Planning Association
Jonathan Guyton CFP®
Cornerstone Wealth Advisors, Inc
Denise Kaplan
Rivkin & Rivkin, LLC
Jay Kautt
Securian Financial Group
Dan Kullman
Towes
Craig Lamoine CFP®
Phd, MRFC - University of Illinois
Tony Oommen CFP®
Fidelity Charitable
Eric Pahlow
Succession Resource Group
Wade Pfau PhD
CFA, McLean Asset Management & The American College
Rick Sevcik
Perkins Coie LLP
Michael Smith
CPS Horizon Financial
Eddy Vataru
Osterweis Total Return Fund
Roger Wohlner
Freelance Financial and Business Writer
Sponsors & Partners
2019 Partners
PLATINUM PARTNERS:
• Thrivent Mutual Funds
GOLD PARTNERS:
• Charles SCHWAB
• Innovative Portfolios
SILVER PARTNERS:
• Vanguard
EXHIBITORS:
• The Bancorp
• Cion Investments
• DPL Financial Partners
• SEI
• Cantor Fitzgerald
• Avisery
• Fiduciary Partners
• IDFA
• CLTC
• Midland
• Nationawide
• Osterweis
• Toews