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2010 AICPA Advanced Personal Financial Planning Conference

January 18-20, 2010


Orlando, Florida

Date Time Min Track # Title First Name Last Name Addl Speaker First Addl Speaker Last

1/17/2010 8:00am-6:00pm Registration & Message Center Open

1/17/2010 9:00am-5:15pm 8.5 PM 100 ALL DAY: From Tax Advisor to Wealth Manager Jimmy J. Williams Susan M. Tillery
PFP-Sponsored Workshop (see 101 and 102)

1/17/2010 9:00am - 12:00pm 180 PM 101 From Tax Advisor to Wealth Manager: The Road Jimmy J. Williams Susan M. Tillery
Best Traveled (Part 1)

1/17/2010 1:00pm - 5:15pm 255 PM 102 From Tax Advisor to Wealth Manager: The Road Jimmy J. Williams Susan M. Tillery
Best Traveled (Part 2)

1/17/2010 10:45am-12:00pm 1.5 Complimentary Solutions Sessions - CPE


provided (select one)

1/17/2010 75 min S1 Are You Prepared to Prepare the Complex Anthony F. Vitiello, Esq.
Gift Tax Return?

1/17/2010 12:00pm-1:00pm Lunch Break

1/17/2010 1:00pm-5:15pm 5.0 Half-Day Workshops

1/17/2010 1:00pm-5:15pm WM 103 Sophisticated Financial Engineering Ideas: Roth Robert Keebler
Conversions & Other IRS Strategies

1/17/2010 1:00pm-5:15pm PPEC/R 104 Tax Efficient Rebalancing Sheryl L. Rowling

1/17/2010 1:00pm-3:00pm IM 105 Due Diligence: Manager Selection John Nersesian

1/17/2010 3:15pm-5:15pm IM 106 Measuring Performance Ken Robinson Philip Lawton

1/17/2010 5:15pm-6:30pm 1.5 Town Hall Meeting - Current Issues Exchange Clark M. Blackman II Lisa R. Featherngill

1/17/2010 6:30pm-7:30pm PFP Wine Tasting & Networking Reception - PFP


& PFS

10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida

Conference - DAY 1
Monday, January 18, 2010

Date Time Min. TRACK # Title First Name Last Name Addl Speaker First Addl Speaker Last

1/18/2010 7:00am-5:50pm Registration & Message Center Open

1/18/2010 7:00am-8:00am Continental Breakfast and Vendor Display


1/18/2010 8:00am-8:50am 50 Keynote Presentation
1/18/2010 8:00am-8:50am GEN 1 Equilibrium in the Financial Markets & Dr. Kenneth R. French
Perspective on Financial Regulations

1/18/2010 8:50am-9:20am Morning Refreshment Break & Vendor Display

1/18/2010 9:20am-11:00am 100 Concurrent Sessions (select one)

1/18/2010 9:20am-11:00am WM 2 Some of the Best Estate Planning Stacy Eastland


Ideas For Your Clients in 2010 (That
Also Have the Merit of Playing Havoc
With Certain "Conventional
Wisdom")
1/18/2010 9:20am-11:00am PM 3 Advisory Relationships in Turbulent David L. Solie
Times: New Communication
Strategies

1/18/2010 11:00am-11:10am Change Break


1/18/2010 11:10am-12:40pm 90 Concurrent Sessions (select one)

1/18/2010 11:10am-12:40pm IM 4 Alternative Thinking about Investments Larry E. Swedroe

1/18/2010 11:10am-12:40pm WM 5 Roth Conversions in 2010 Robert Keebler

1/18/2010 11:10am-12:40pm PM 6 Financial Planning Faceoff: Spreadsheets vs. Joel P. Bruckenstein Bob Curtis
Financial Planning Software

1/18/2010 11:10am-12:40pm PPEC/R 7 Time Value of Fluctuations and Designing Jim C. Otar
Lifelong Income for Clients

1/18/2010 12:40pm-1:40pm L1 Luncheon

1/18/2010 1:10pm-1:40pm 30 Luncheon Presentation

1/18/2010 1:10pm-1:40pm L1 PFP & PFS Chairs Update & Distinguished Clark M. Blackman II Lisa R. Featherngill
Service Award

1/18/2010 1:50pm-3:20pm 90 Concurrent Sessions (select one)

10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida

1/18/2010 1:50pm-3:20pm IM 8 Fixed Income Harold Evensky

1/18/2010 1:50pm-3:20pm WM 9 All Your IRA Questions Answered Barry Picker

1/18/2010 1:50pm-3:20pm PM 10 Office Efficiency to the Max: Streamlining Greg Friedman Joanne L. Day
Workflow to Elevate Client Service

1/18/2010 1:50pm-3:20pm PPEC/R 11 Safe Withdrawal Rates: Mechanics, Uses and Michael E. Kitces
Caveats

1/18/2010 3:20pm-3:50pm Afternoon Refreshment Break & Vendor Display

1/18/2010 3:50pm-5:20pm 90 Concurrent Sessions (select one)


1/18/2010 3:50pm-5:20pm IM 12 The End of Modern Portfolio Theory? - Lessons Harold Evensky
From the Financial Crisis

1/18/2010 3:50pm-5:20pm WM 13 Individual Planning Opportunities of the Recent Michael E. Kitces


Tax Acts

1/18/2010 3:50pm-5:20pm PM 14 Regulatory Compliance for Keith S. Marks


Investment Advisers: As a New
Order Takes Shape

1/18/2010 3:50pm-5:20pm PPEC/R 15 Harness the Power of Appreciative Financial Dr. Edward A. Jacobson.
Planning® for Your Practice & Your Life

1/18/2010 5:30pm-6:30pm Networking Reception

450

10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida

Conference - DAY 2
Tuesday, January 19, 2010

Date Time Min. Track # Title First Name Last Name Addl Speaker First Addl Speaker Last

1/19/2010 7:00am-6:30pm Registration & Message Center Open

1/19/2010 7:00am-8:00am Continental Breakfast and Vendor Display

1/19/2010 7:00am-7:50am 50 Breakfast Sessions


1/19/2010 7:00am-7:50am IM 201 Measuring Temperature with a Ruler - The David B. Loeper
Difference Between Managing Returns &
Managing Wealth

1/19/2010 7:00am-7:50am WM 202 Carrier Due Diligence in Insurance Selection: Charles L. Ratner
Checklist and Solutions for Clients

1/19/2010 7:00am-7:50am PM 203 Using a Business Coach in your Practice - Theodore J. Sarenski Thomas C. Walsh, Ph.D.
Getting the Most Out of Your People

1/19/2010 7:00am-7:50am PM 204 Real World Media Experiences Liz Pulliam-Weston others .. To be named

1/19/2010 7:50am-8:10am Change Break

1/19/2010 8:10am-9:00am 50 Keynote Presentation


1/19/2010 8:10am-9:00am 16 Facing America's Fiscal Sustainability The Honorable Walker
Challenges David M.

1/19/2010 9:00am-9:30am Morning Refreshment Break & Vendor Display

1/19/2010 9:30am-11:00am 90 Concurrent Sessions (select one)

1/19/2010 9:30am-11:00am IM 17 Hunting for Black Swans - Comparing David B. Loeper


Probability Outcomes of Capital Market
Assumptions to Historical Observations

1/19/2010 9:30am-11:00am WM 18 Estate Planning in the New Tax Laws: What is Stefan F. Tucker
Coming?

1/19/2010 9:30am-11:00am PM 19 Succession Planning Models - Mergers and Bob Wagman David DeVoe
Acquisitions Panel

1/19/2010 9:30am-11:00am PM 19 Succession Planning Models - Mergers and


Acquisitions Panel

1/19/2010 9:30am-11:00am PM 19 Succession Planning Models - Mergers and


Acquisitions Panel

1/19/2010 9:30am-11:00am PM 19 Succession Planning Models - Mergers and


Acquisitions Panel

10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida

1/19/2010 9:30am-11:00am PPEC/R 20 Powerful Conversations with Clients, Colleagues Dr. Edward A. Jacobson.
& Yourself in Difficult Times

1/19/2010 11:00am-11:10am Change Break

1/19/2010 11:10am-12:40pm 90 Concurrent Sessions (select one)

1/19/2010 11:10am-12:40pm IM 21 Asset Allocation: Does It Still Work? Roger Gibson

1/19/2010 11:10am-12:40pm WM 22 An Advisor's Guide to Life Insurance Products & Charles L. Ratner
Planning

1/19/2010 11:10am-12:40pm PM 23 Social Media Marketing - What Is It and Why Tracey L. Segarra
Should You Care?

1/19/2010 11:10am-12:40pm PPEC/R 24 Advanced Techniques for Utilizing LTC Reina Schlager
Insurance

1/19/2010 12:40pm-1:30pm Luncheon


1/19/2010 1:30pm-2:15pm 45 Luncheon Presentation
1/19/2010 1:30pm-2:15pm L2 The Best Practices of CPA Wealth Advisors John Bowen

1/19/2010 2:25pm-4:05pm 100 Concurrent Evening Sessions (select one)

1/19/2010 2:25pm-4:05pm IM 25 Where Is the Real Estate Cycle Going? Glenn Mueller, PhD

1/19/2010 2:25pm-4:05pm WM 26 The Great Debate - Annuity Guarantees and the James A. Shambo Mark W. McGorry
Retirement Solution

1/19/2010 2:25pm-4:05pm PM 27 Current Practice Management Issues & Best Michael Goodman Beth C. Gamel
Practices in Serving Clients During the Market
Volatility

1/19/2010 2:25pm-4:05pm PPEC/R 28 Elder Law Lawrence A. Frolik

1/19/2010 4:05pm-4:25pm Refreshment & Networking Break


1/19/2010 4:25pm-5:40pm 75 Keynote Presentation
4:25pm-5:40pm IM 29 Update on Regulatory Climate & How It Will PENDING SPEAKER
Impact Your Practice & Your Clients - Investment
Advisory Committee

1/19/2010 5:40pm-6:40pm Reception & Presentation: The CPA Planner &


Financial Literacy: A Partnership for America's
Well Being

10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida

500

10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida

Conference - DAY 3
Wednesday, January 20, 2010

Date Time Min. Track # Title First Name Last Name Addl Speaker First Addl Speaker Last

1/20/2010 7:00am-11:45am Registration & Message Center Open

1/20/2010 7:00am-8:00am Continental Breakfast and Vendor Display

1/20/2010 7:00am-7:50am 50 Breakfast Sessions


1/20/2010 7:00am-7:50am IM 301 The Hitchhiker’s Guide to Core/Satellite Scott D. Welch
Investing

1/20/2010 7:00am-7:50am WM 302 North & South of the Border: Changing Raoul B. Rodriguez-Walters
Landscape of World Financial Planning in the
Era of the Globally Mobile Citizen

1/20/2010 7:00am-7:50am PM 303 Fiduciary Responsibility Standards Update on Blaine Aiken


Regulations

1/20/2010 7:00am-7:50am PPEC/R 304 Planning for End of Life Michael D Schulman

1/20/2010 7:50am-8:00am Change Break


1/20/2010 8:00am-9:00am 60 Keynote Presentation
1/20/2010 8:00am-9:00am 30 Economic Update & Market Insights Dr. David Kelly

1/20/2010 9:00am-9:10am Change Break

1/20/2010 9:10am-10:25pm 75 Concurrent Sessions (select one)


1/20/2010 9:10am-10:25pm IM 31 Revisiting the Future of Wealth Management Scott D. Welch

1/20/2010 9:10am-10:25pm WM 32 Becoming A Money Mentor For The Jon J. Gallo Eileen F. Gallo
Next Generation

1/20/2010 9:10am-10:25pm PPEC/R 33 The Multi-Family Office - It's not only for the Mitchell Freedman Andrew Blackman
Ultra Wealthy

1/20/2010 10:25am - 10:40am Morning Refreshment Break

1/20/2010 10:40am - 11:55am 75

1/20/2010 10:40am - 11:55am IM 35 A Roadmap Through the Minefields of Leonard G. Armstrong


Uncertainty: Investment Policy Impact on
ROI

10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida

1/20/2010 10:40am - 11:55am WM 36 Hedonic Pleasure Index Revisited - Consumption James A. Shambo
After the Crash

1/20/2010 10:40am - 11:55am PM 37 What do Young Planners Want? Panel - Mark Tibergian Glenn S. Freed
Emerging Leader (moderator)

1/20/2010 10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers Elaine Floyd

1/20/2010 11:55am Main Conference Adjourns

260
1/20/2010 1:00pm-5:00pm 401 Post-Conference Complimentary Workshop AICPA Media Team
Lights, Camera, Action:
Making the Media Your Financial Planning
Partner

10/13/2009
Date Time Track # Title
9:00am - 12:00pm PM 101 From Tax Advisor to Wealth Manager: The Road
1/17/2010 Best Traveled (Part 1)
1:00pm - 5:15pm 102 From Tax Advisor to Wealth Manager: The Road
1/17/2010 Best Traveled (Part 2)
1:00pm-5:15pm WM 103 Sophisticed Financial Engineering Ideas: Roth
Conversions & Other IRS Strategies
1/17/2010
1/17/2010 1:00pm-5:15pm PPEC/R 104 Tax Efficient Rebalancing
1:00pm-3:00pm IM 105 Due Diligence: Manager & Custodian Selection
1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance

1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance

1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance

1/17/2010
8:00am-8:50am 1 Equilibrium in Financial Markets & Financial
1/18/2010 Regulations
9:20am-11:00am WM 2 Some of the Best Estate Planning
Ideas For Your Clients in 2010 (That
1/18/2010 Also Have the Merit of Playing Havoc
9:20am-11:00am PM 3
With Certain "Conventional
Communication with Clients After the Economic
Wisdom")
Meltdown
1/18/2010
11:10am-12:40pm IM 4 Alternative Thinking about Investments
1/18/2010
11:10am-12:40pm WM 5 Roth Converstions in 2010

1/18/2010
11:10am-12:40pm PM 6 Financial Planning Faceoff: Spreadsheets vs.
1/18/2010 Financial Planning Software
11:10am-12:40pm PPEC/R 7 Time Value of Fluctuations and Designing
Lifelong Income for Clients
1/18/2010
1:10pm-1:40pm L1 PFP & PFS Chairs Update & Distinguished
1/18/2010 Service Award
1:50pm-3:20pm IM 8 Fixed Income

1/18/2010
1:50pm-3:20pm WM 9 All Your IRA Questions Answered

1/18/2010
1:50pm-3:20pm PM 10 Office Efficiency to the Max: Streamlining
1/18/2010 Workflow to Elevate Client Service
1:50pm-3:20pm PM 10 Office Efficiency to the Max: Streamlining
1/18/2010 Workflow to Elevate Client Service
1:50pm-3:20pm PPEC/R 11 Safe Withdrawal Rates: Mechanics, Uses and
Caveats

1/18/2010
3:50pm-5:20pm IM 12 The End of Modern Portfolio Theory? - Lessons
1/18/2010 From the Financial Crisis
3:50pm-5:20pm WM 13 Cutting Edge Tax Planning Developments &
Opportunities

1/18/2010
3:50pm-5:20pm PM 14 Regulatory Compliance Issues
1/18/2010
3:50pm-5:20pm PPEC/R 15 Harness the Power of Appreciative Financial
Planning for Your Practice & Your Life
1/18/2010
7:00am-7:50am IM 201 Measuring Temperature with a Ruler - The
Difference Between Managing Returns &
Managing Wealth
1/19/2010
7:00am-7:50am WM 202 Carrier Due Diligence in Insurance Selection:
1/19/2010 Checklist and Solutions for Clients
7:00am-7:50am PM 203 Using a Business Coach in your Practice -
Getting the Most Out of Your People
1/19/2010
7:00am-7:50am PM 203 Using a Business Coach in your Practice -
Getting the Most Out of Your People
1/19/2010
7:00am-7:50am PPEC/R 204 Powerful Conversations with Clients, Colleagues
& Yourself in Difficult Times
1/19/2010
8:10am-9:00am 16 How Behavior Affects Financial Outcomes
1/19/2010
9:30am-11:00am IM 17 Hunting for Black Swans - Comparing
Probability Outcomes of Capital Market
Assumptions to Historical Observations
1/19/2010
9:30am-11:00am WM 18 Estate Planning in the New Tax Laws: What is
Coming?

1/19/2010
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
1/19/2010 Acquisitions Panel
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
1/19/2010 Acquisitions Panel
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
1/19/2010 Acquisitions Panel
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
Acquisitions Panel
1/19/2010
9:30am-11:00am PPEC/R 20 The Multi-Family Office - It's not only for the
1/19/2010 Ultra Wealthy
9:30am-11:00am PPEC/R 20 The Multi-Family Office - It's not only for the
Ultra Wealthy

1/19/2010
11:10am-12:40pm IM 21 Asset Allocation: Does It Still Work?

1/19/2010
11:10am-12:40pm WM 22 An Advisor's Guide to Life Insurance Products &
1/19/2010 Planning
11:10am-12:40pm PM 23 Advanced Marketing Techniques: Make
1/19/2010 Opportunity out of Mayhem
11:10am-12:40pm PPEC/R 24 Advanced Techniques for Utilizing LTC
1/19/2010 Insurance
1/19/2010 1:30pm-2:15pm L2 The Best Practices of CPA Wealth Advisors
2:25pm-4:05pm IM 25 A Roadmap Through the Minefields of
Uncertainty: Investment Policy Impact on
ROI
1/19/2010
2:25pm-4:05pm WM 26 The Great Debate - Fixed Immediate vs. Variable
with guaranteed living benefits
1/19/2010
2:25pm-4:05pm WM 26 The Great Debate - Fixed Immediate vs. Variable
with guaranteed living benefits

1/19/2010
2:25pm-4:05pm WM 26 The Great Debate - Fixed Immediate vs. Variable
with guaranteed living benefits
1/19/2010
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
Volatility
1/19/2010
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PPEC/R 28 Elder Law
1/19/2010
4:25pm-5:40pm IM 29 Update on Regulatory Climate & How It Will
Impact Your Practice & Your Clients - Investment
Advisory Committee

1/19/2010
7:00am-7:50am IM 301 The Hitchhiker’s Guide to Core/Satellite
Investing

1/20/2010
7:00am-7:50am WM 302 North & South of the Border: Changing
Landscape of World Financial Planning in the
1/20/2010 Era of the Globally Mobile Citizen
7:00am-7:50am PM 303 Fiduciary Responsibility Standards Update on
1/20/2010 Regulations
7:00am-7:50am PPEC/R 304 Planning for End of Life
1/20/2010
30 Economic Update & Market Insights

1/20/2010
9:10am-10:25pm IM 31 Revisiting the Future of Wealth Management

1/20/2010
9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs
1/20/2010
9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs
1/20/2010
9:10am-10:25pm PM 33 A Case Study in Communication with Clients

1/20/2010
9:10am-10:25pm PPEC/R 34 Alternative Sources of Income for
1/20/2010 Funding the Costs of Long Term Care
10:40am - 11:55am IM 35 Where Is the Real Estate Cycle Going?

1/20/2010
10:40am - 11:55am WM 36 Hedonic Pleasure Index Revisited

1/20/2010
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
Emerging Leader
1/20/2010
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
1/20/2010 Emerging Leader
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
1/20/2010 Emerging Leader
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
1/20/2010 Emerging Leader
10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers
1/20/2010
First Name Last Name Email Title/Organization Cte Mbr Conf.
Jimmy J. Williams jimmy@jimmyjwilliamspc.com
Jimmy J. Williams & Co., Andrea Conf
P.C.
Jimmy J. Williams jimmy@jimmyjwilliamspc.com
Jimmy J. Williams & Co., Andrea Conf
P.C.
Robert Keebler rkeebler@virchowkrause.com
CPA, MST, DEP, Andrea Conf
Virchow, Krause &
Company LLP
Sheryl Rowling sheryl@rowling.com Mitch Conf
IMCA IMCA In progress

Ken Robinson CFA, CPA, CIPM, Director,


Global Investment
Performance Standards,
CFA Institute

Philip Lawton PhD, CFA, CIPM, Head,


Certificate in Investment
Performance Measure,
CFA Institute

Steven Horan PhD, CFA, Head,


Professional Education
Content and Private
Wealth, CFA Institute

Ken French Kenneth.R.French@tuck.dartmouth.edu


Dartmouth Glenn Conf

Stacy Eastland Vickie.Durbin@gs.com Dina Conf

David Solie david@dsolie.com Mitch Conf


Ilene.Burgard@MarshPCLIS.com

Larry Swedroe lswedroe@bamstl.com Glenn Conf

Robert Keebler rkeebler@virchowkrause.com


CPA, MST, DEP, Andrea Conf
Virchow, Krause &
Company LLP
Joel P. Bruckenstein Virtual Office News
joel@joelbruckenstein.com Michael G Conf

Jim C. Otar cotar@rogers.com Retirement Optimizer Martha Conf

Bob Jazwinski Dick Fohn Andrea Conf?

TBD Nuveen Investments IMCA - Conf


Clark,
David,
Michael
Barry Picker barry@pwacpa.com CPA/PFS, CFP, Picker, Michael G Conf
Weinberg & Auerbach,
CPAs, P.C.
Greg Friedman greg@friedmanassociates.com Michael G Conf
Joanne Day jo@trumpetinc.com Conf

Michael E. Kitces michael@kitces.com MSFS, MTAX, CLU, Larry Conf -


ChFC, RHU, REBC, $1,500 fee
CASL, CFP® Publisher, for 2
The Kitces Report & sessions
Director of Research,
Pinnacle Advisors Group

Harold Evensky Conf

Michael Kitces michael@kitces.com MSFS, MTAX, CLU, Larry Conf -


ChFC, RHU, REBC, $1,500 fee
CASL, CFP® Publisher, for 2
The Kitces Report & sessions
Director of Research,
Pinnacle Advisors Group

Keith Marks kmarks@ascendantcompliance.com Glenn Conf

Ed Jacobson, Ph.D. Author of Appreciative Bob B


edjacobson1@sbcglobal.net Conf
Moments

David B. Loeper CIMA®, CIMC®, CEO of IMCA - Conf


Financeware Inc., DBA Clark,
Wealthcare Capital David,
Management Michael
Lee Slavutin - move? or ls@sternslavutin.com CLU, MD, Stern Slavutin Andrea Conf
Charles Ratner 2, Inc.
Ted Sarenski tjs@dbbllc.com CPA/PFS, CFP, Lyle Conf
Dermody Burke & Brown

Thomas C. Walsh, Ph.D. tcwalsh@att.net President, Grenell Lyle Conf


Consulting Group

Ed Jacobson, Ph.D. Author of Appreciative Bob B


edjacobson1@sbcglobal.net Conf
Moments

Jason Zweig - NO
David Walker
David B. Loeper CIMA®, CIMC®, CEO of IMCA - Conf
Financeware Inc., DBA Clark,
Wealthcare Capital David,
Management Michael
Stefan Tucker sftucker@venable.comPartner,MAsh@Venable.com
Venable, LLP Larry Conf
(switch with Ratner
timing)

Bob Wagman Bwagman@aspiriant.com Glenn Conf

David DeVoe David.DeVoe@Schwab.com Glenn Conf


Rudy Adolf radolf@ffpar.com Glenn Conf

Mark Tibergian (moderator) mtibergien@pershing.com


Managing Director, Glenn Conf
Pershing Advisor
Solutions, LLC
Andrew Blackman Blackman,CPA/PF ABlackman@SHAPIR Mitch Conf
S OLOBEL.com
Mitchell Freedman, CPA/PFS mitchpfs@mfac-bizmgt.com
CPA/PFS, AIF® MFAC Mitch Conf
Financial Advisors, Inc.
and Mitchell Freedman
Accountancy
Corporation

Roger Gibson CFA, CFP Gibson


roger.g@gibsoncapital.com Michael Conf
Capital Management,
Ltd.
Charles L. Ratner charlie.ratner@ey.com Ernst & Young LLP Dina Conf

Tracey Segarra tsegarra@gmail.com Marketing Director Mitch Conf

Reina Schlager, CPA Reinaschlager@aol.com Mitch Conf

John Bowen Michael G.


Leonard G. Armstrong CIMA®, Private Banking IMCA- Conf
& Investment Group, Clark,
Merrill Lynch David,
Michael
James Shambo jim@shambo.com CPA, PFS, Lifetime Lyle Conf
Planning Concepts, P.C.

Mark W. McGorry MMcGorry@wealthpartners.com


JD, CFP, CPC, CLU, Michael G Conf
AEP, Managing Director,
Wealth Partners LLC

Laurence M. Braunstein JD, RFC, CRC, CMFC, Michael G Conf


lbraunstein@lmbadvisors.com
CCPS, LMB Group, Inc.

Michael Goodman CPA, CFP, PFS


mgoodman@wealthstreamadvisors.com Lyle Conf
Wealthstream Advisors,
Inc
Beth Gamel CPA/PFS Pillar Financial Lyle
bcgamel@pillarfinancial.com Conf
Advisors, Inc.

Scott Sprinkle Scott@sprinklefinanci CPA/PFS, Managing Lyle Conf


al.com Member, Sprinkle
Financial Consultants,
LLC
Bill Morgan, CPA, PFS wamorgan@herbein.com Glenn Conf

Lyle Benson (Moderator)


Lawrence A. Frolik frolik@pitt.edu Heckerling Speaker - or Bob B Conf
Barbara Bergstein
Louis Aguilar, new Terry Odean or Clark -
SEC Commission, other? IMCA
Investor Advisory spot?
Committee - Peter
Kravitz is pursuing

Scott D. Welch MBA, CIMA®, Senior IMCA - Conf -


Managing Director, Clark, $1,500 fee
Fortigent, LLC David, for 2
Michael sessions
Raoul Rodriguez-Walters raoulro@gmail.com CFP, Managing Partner, Martha Conf
Mexico Advisor

Blaine Aiken Blaine@fi360.com Clark Conf

Michael David Schulman CPA/PFS, Schulman


michael@schulmancpa.com Sandra - Conf
CPA email
Dr. David Kelly CFA, Managing Director, dbrennan@bear.com
amanda.r.maurer@jpmchase.com David Conf
Chief Market Strategist,
JP Morgan Funds

Scott D. Welch MBA, CIMA®, Senior IMCA - Conf -


Managing Director, Clark, $1,500 fee
Fortigent, LLC David, for 2
Michael sessions
Jon Gallo authors of Silver Spoon Mitch
jgallo@greenbergglusker.com Conf
Kids (Gallos)
Eileen Gallo authors of Silver Spoon Mitch
egallo@galloconsulting.com Conf
Kids (Gallos)
David Solie david@dsolie.com Mitch Conf
Ilene.Burgard@MarshPCLIS.com

Reina Schlager, CPA Reinaschlager@aol.com Mitch Conf

Glenn Mueller, PhD Real Estate Investment IMCA -


gmueller@dividendcapital.com Conf
Strategist, Dividend Clark,
Capital & University of David,
Denver Michael

James Shambo jim@shambo.com CPA, PFS, Lifetime Michael G Conf


Planning Concepts, P.C. and Lyle

Mark Tibergian Managing Director,


mtibergien@pershing.com Lyle Conf
(moderator) Pershing Advisor
Solutions, LLC
Nikki Michelini, CPA Nmichelini@aspiriant.com Glenn Conf

John Corn, CPA, PFS jcorn@bamstl.com Glenn Conf

Michael Tate mtate@tpbs.com CPA Glenn Conf


Elaine Floyd Elaine.Floyd@horsesmouth.com
Horse's Mouth Martha Conf
City/State Phone
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McAlester, OK

Green Bay, 920-490-5626


WI

Green Bay, 920-490-5626


WI

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415-493-5900
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Washington, 202-344-4000
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PA
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Rockville, MD

Denver, CO 303-953-3872
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Colorado 719-638-3505
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NJ

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