Smarter Planner Symposium 2025 *Discount Code Available*

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for financial planning professionals.

 

Register Here

 

Schedule

• 7:30 - 8:00 Registration and Breakfast 
• 8:00 - 8:15 Welcome Kelly McNerney- Chair- 2025 Symposium 
• 8:15 - 9:00 Mike Townsend: Policy and Politics in the New Washington: Implications for Investors
• 9:10 - 10:00 Ben Henry- Moreland: Tax Planning For TCJA's (Scheduled) Sunset: Preparing Clients For Change Amid Legislative Uncertainty
• 10:00 - 10:20 Break
• 10:20 - 11:10 Rianka R. Dorsainvil, CFP®: Increasing Culture Competency to Better Serve Clients
• 11:10 - 12:00 Michael Egan, CFP®, CIMA: Custom Options for Concentrated Stocks
• 12:00 - 12:30 Annual Awards
• 12:30 - 1:30 Lunch AKA Hotel Bar
• 1:30 - 2:20 Sefa Mawuli, CFP®: Tailoring Financial Planning for Global Families and Professionals
• 2:20 - 3:10 Ashley Quamme: Sensitive Conversations: Mastering Difficult Client Scenarios through Conversation and Connection 
• 3:10 - 3:30 Break
• 3:30 - 4:10 Mark Colaço, CFP® Perception vs. Reality: The Vital Role of Insurance in a Thriving Advisory Practice
• 4:10 - 4:20 Raffles and Closing 
• 4:30 - 5:30 Happy Hour 

 

 

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