Lifecycle Planning: What Goes Around Comes Around 2023 | Investments & Wealth Institute | 19 September 2023 | Virtual
Venue
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| Event Date | Tue Sep 19 EDT (about 1 year ago) |
| Location | Virtual |
| Region | All |
Details
Come join us for a one-of-kind virtual conference experience that is powered by the Investments & Wealth Institute! In one day, you will learn about the best strategies and practices to use when working with clients in different phases of the lifecycle.
While most other events focus on strategies that apply to the few, this event focuses on strategies that apply to the many. Regardless of age, where your clients come from, and where they fall in the wealth spectrum - this event will leave you with key takeaways that you can use to immediately add value for your clients!
Another unique thing about this event is that a portion of all proceeds from sponsorship and registration will go to the Investments & Wealth Foundation Scholarship Program, which enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession. At time of registration, attendees may make additional contributions to the Foundation which enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession.
Speakers
2023 Speakers
Dana Anspach Cfp®, Rma®
Founder and Chief Executive Officer, Sensible Money, Llc
David Blanchett Phd, Cfa®, Cfp®
Managing Director and Head of Retirement Research, Pgim Dc Solutions
Jamie Bosse Cfp®, Rfp, Ccfc
Financial Planner, Aspyre Wealth Partners
Benjamin Cummings Phd, Cfp®
Associate Professor, Utah Valley University
Akeiva Ellis Msfp, Cpa/pfs, Cfp®, Chsnc®
Founder, the Bemused
Stuart Heckman Phd, Cfp®
Associate Professor, Kansas State University
Frank Iozzo Cpwa®
Founder, Fmi Financial
Heather Jarvis Jd
Founder, Heather Jarvis
Marcia Mantell Rma®, Nssa
President, Mantell Retirement Consulting, Inc
Joe Messinger Cfp®, Chfc®, Clu, Ccfc
Partner, Capstone Wealth Partners
Stephanie Moulton Phd
Associate Professor, Ohio State University
Bob Powell Cfp®, Rma®
Editor-in-chief, Investments & Wealth Institute Retirement Management Journal
Ross Riskin Dba, Cpa/pfs, Ccfc, Ms Tax
Chief Learning Officer, Investments & Wealth Institute
Brianne Smith Phd, Cpa/pfs
Financial Advisor, Rfg Advisory
Oscar Vives Cpa/pfs, Cfp®
Wealth Planner, Pnc Wealth Management
Sponsors & Partners
2023 Sponsors
FNTECH SPONSORS:
• asset map
• BENTO ENGINE
PRODUCT/FUND SPONSORS:
• Private college 529 Plan