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.
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
Networking Opportunities.css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}
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