2018 Symposium Agenda

8:00am  

Registration, Continental Breakfast, Visit with Event Sponsors

8:30am  

Welcome & Opening Remarks

8:45am  

Session 1: ‘The Evolution of Vanguard Advisor’s Alpha: From Portfolios to People” with Michael DiJoseph, CFA of Vanguard Funds

10:00am  

Session 2: Keynote Speaker—Michael Kitces, MSFS, MTAX, CFP® , RHU, REBC, CASL  ’Five Industry Trends’

11:30am  

LUNCH BUFFET

12:00pm  

Session 3: ‘Communicating Investment Principles (aka A Different Way to Invest)’ with Aaron Alley CFP® of Dimensional Funds

1:00pm  

Session 4: Keynote Speaker—Ron Insana, Senior Analyst & Commentator-CNBC — ‘Field of Dreams’

2:15pm  

Break—Please visit our sponsors!

2:30pm  

Session 5: ‘Robo Advice: Terminator or Liberator?’ A Panel Discussion with Michael Kitces, Ron Insana and Macdonald Etugbo 

3:30pm  

Session 6: ‘Opportunity Knocks’ with Richard Forcht, CLU®, ChFC® , of Lincoln Financial Distributors