Time | Event |
---|---|
7:30 a.m. - 6:00 p.m. | ![]() |
7:30 a.m. - 8:15 a.m. |
![]() Colorado Hall
D/E
|
8:15 a.m. - 9:45 a.m. |
The Future of Fiduciary... is not Fiduciary*Don Trone - Director, Behavioral Governance Society![]() Colorado Hall
A/B
|
9:50 a.m. - 11:00 a.m. |
Advisor Update: 2019–2020 and BeyondGeorge R. Gay - CEO, First Affirmative![]() Colorado Hall
A/B
|
11:00 a.m. - 11:15 a.m. |
![]() Colorado
Hall
Pre-Function Area
|
11:15 a.m. - 12:25 p.m. |
The First Affirmative Digital Wealth Services Platform: Enhancing Advisor – Client InteractionTheresa Gusman - CIO, First AffirmativeDavid Roth - Financial Planner, Gorge Sustainable Investing Pam Stamper-Brandt - Owner, Seven Generations Investing, LLC Gary Matthews - Financial Advisor, SRI Investing, LLC ![]() Colorado Hall
A/B
|
12:30 p.m. - 1:30 p.m. |
![]() Colorado Hall
D/E
|
1:30 p.m. - 2:30 p.m. | ![]() Decumulation: Living on Your Investments in Retirement*
Geoff Considine - Folio Financial Colorado Hall
A/B
TBA
Colorado Hall
C
Investing in Asia: Leadership & Opportunity in the Age of Trump*
Vivek Tanneeru - Matthews Asia Colorado Hall
F
|
2:40 p.m. - 3:40 p.m. | ![]() The Case for and Against Individual Bonds for Retail Clients*
Jason Stuck - Northern Capital Securities Corp. Joyce Huang - American Century Investments Colorado Hall
A/B
Using ESG Products in Retirement Plans
Jim Roach - Natixis Investment Managers Todd Kading - Leafhouse Financial Rob Thomas - Social(k) Colorado Hall
C
Advocacy Basics: Climb the Learning Curve, Get Inspired and Enhance Client Relationships
Holly Testa - First Affirmative Leslie Samuelrich - Green Century Management Tom Simunovic - Trillium Investments Colorado Hall
F
|
3:40 p.m. - 3:55 p.m. |
![]() Colorado
Hall
Pre-Function Area
|
4:00 p.m. - 5:00 p.m. | ![]() How I Spent My Summer Vacation: First Affirmative's Intern Experiences
Kaitlyn Mitchell - First Affirmative Alexander Cote - First Affirmative Colorado Hall
A/B
Social Media Skills for the Advisor
Victor Orozco - Bair Financial Planning Colorado Hall
C
Investing in Asia: Leadership & Opportunity in the Age of Trump*
Vivek Tanneeru - Matthews Asia Colorado Hall
F
|
5:10 p.m. - 6:10 p.m. | ![]() Decumulation: Living on Your Investments in Retirement*
Geoff Considine - Folio Financial Colorado Hall
A/B
The Case for and Against Individual Bonds for Retail Clients*
Jason Stuck - Northern Capital Securities Corp. Joyce Huang - American Century Investments Colorado Hall
C
Advocacy in Action: New Tools and Engagement Opportunities for Advisors and Clients
Holly Testa - First Affirmative Sean Martin - ISS Gabe Rissman - Your Stake PBC Colorado Hall
F
|
7:00 p.m. - 9:00 p.m. |
![]() Off-site: Whirlyball (3971 Palmer Park Blvd., Colorado Springs, CO 80909) Bus transportation provide to/from Offsite
|
9:15 p.m. |
Buses return to hotel
|
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