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Conference Agenda

Monday, December 17, 2012

8:30 a.m. -
Registration and Exhibits Open
8:50 a.m. -
Welcome and Opening Remarks
Ann Marsh, Bureau Chief, FINANCIAL PLANNING
9:00 a.m. - 9:40 a.m.
The Top 5 Mistakes Women Make While Being Recruited
Mindy Diamond, President & CEO, DIAMOND CONSULTANTS
9:40 a.m. - 10:20 a.m.
Making the Most of Technology to Delight Clients in a Multi-Screen World
Cynthia Stephens, Vice President Marketing, BYALLACCOUNTS
10:20 a.m. - 10:50 a.m.
Networking and Email Break in Exhibit Hall
10:50 a.m. - 11:25 a.m.
Bridging the Generation Gap
Kristin North, Vice President, Institutional Sales, TD AMERITRADE INSTITUTIONAL
11:25 a.m. - 12:15 p.m.
Maximizing Your Practice Management ROI
Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK
12:15 p.m. - 1:25 p.m.
Luncheon and Networking
12:35 p.m. - 1:00 p.m.
Luncheon Keynote: Sustainable Investing- A Wise Strategy for Long-Term Investors
Joseph F. Keefe, President and CEO, PAX WORLD MANAGEMENT LLC
1:25 p.m. - 2:15 p.m.
Rethinking Retirement--1 CE Credit
Claire Comerford, Assistant Vice President; Vice President, AXA-EQUITABLE; AXA ADVISORS
2:15 p.m. - 3:05 p.m.
Insurance Strategies for LGBT, Non-Traditional and Unmarried Couples--1 CE Credit
Stuart H. Armstrong II, Financial Planner, CENTINEL FINANCIAL GROUP
3:05 p.m. - 3:35 p.m.
What's Your Story?
Jody M. Johnson, Franchise Regional Vice President - Northeast, AMERIPRISE FINANCIAL
3:35 p.m. - 3:55 p.m.
Networking break in Exhibit Hall
3:55 p.m. - 4:35 p.m.
The Multi-Million Dollar Woman
Panelist: Shelly Church, CFP®, Senior Vice President, Investments, RAYMOND JAMES & ASSOCIATES
Panelist: Dr. Lisette Cooper, CFA, Ph.D., Founder and CEO, ATHENA CAPITAL ADVISORS
Panelist: Nannette Nocon, CFP®, ChFC®, CIMA®, CLTC, Private Wealth Advisor, AMERIPRISE FINANCIAL
Panelist: Rosemarie Moeller, CFP®, CLU, CFDP, Financial Planner, EISNER AMPER LLC
4:35 p.m. - 5:00 p.m.
Million Dollar Strategies
5:00 p.m. - 6:00 p.m.
Reception