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1/23

2010 AICPA Advanced PerJanu

Or

Date Time Min Track # Title First Name Last N

1/17/2010 8:00am-6:00pm Registration & Message Center Open

1/17/2010 9:00am-5:15pm 8.5 PM 100 Jimmy J. Williams

1/17/2010 9:00am - 12:00pm 180 PM 101 Jimmy J. Williams

1/17/2010 1:00pm - 5:15pm 255 PM 102 Jimmy J. Williams

1/17/2010 10:45am-12:00pm 1.5

1/17/2010 75 min S1 Anthony F. Vitiello, Es

1/17/2010 12:00pm-1:00pm Lunch Break

1/17/2010 1:00pm-5:15pm 5.0 Half-Day Workshops

1/17/2010 1:00pm-5:15pm WM 103 Robert Keebler

1/17/2010 1:00pm-5:15pm PPEC/R 104 Tax Efficient Rebalancing Sheryl L. Rowling

1/17/2010 1:00pm-3:00pm IM 105 Due Diligence: Manager Selection John Nersesian

1/17/2010 3:15pm-5:15pm IM 106 Measuring Performance Ken Robinson

1/17/2010 5:15pm-6:30pm 1.5 Town Hall Meeting - Current Issues Exchange Clark M. Blackman I

1/17/2010 6:30pm-7:30pm

ALL DAY: From Tax Advisor to Wealth ManagerPFP-Sponsored Workshop (see 101 and 102)

From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 1)

From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 2)

Complimentary Solutions Sessions - CPEprovided (select one)

Are You Prepared to Prepare the ComplexGift Tax Return?

Sophisticated Financial Engineering Ideas: RothConversions & Other IRS Strategies

PFP Wine Tasting & Networking Reception - PFP& PFS

8/14/2019 AICPA Advanced Personal Financial Planning Conference

2/23

2010 AICPA Advanced PerJanua

Orl

Date Time Min. TRACK # Title First Name Last Na

1/18/2010 7:00am-5:50pm Registration & Message Center Open

1/18/2010 7:00am-8:00am Continental Breakfast and Vendor Display

1/18/2010 8:00am-8:50am 50 Keynote Presentation

1/18/2010 8:00am-8:50am GEN 1 Dr. Kenneth R. French

1/18/2010 8:50am-9:20am Morning Refreshment Break & Vendor Display

1/18/2010 9:20am-11:00am 100 Concurrent Sessions (select one)

1/18/2010 9:20am-11:00am WM 2 Stacy Eastland

1/18/2010 9:20am-11:00am PM 3 David L. Solie

1/18/2010 11:00am-11:10am Change Break

1/18/2010 11:10am-12:40pm 90 Concurrent Sessions (select one)

1/18/2010 11:10am-12:40pm IM 4 Alternative Thinking about Investments Larry E. Swedroe

1/18/2010 11:10am-12:40pm WM 5 Roth Conversions in 2010 Robert Keebler

1/18/2010 11:10am-12:40pm PM 6 Joel P. Bruckenstei

1/18/2010 11:10am-12:40pm PPEC/R 7 Jim C. Otar

1/18/2010 12:40pm-1:40pm L1 Luncheon

1/18/2010 1:10pm-1:40pm 30 Luncheon Presentation

1/18/2010 1:10pm-1:40pm L1 Clark M. Blackman II

1/18/2010 1:50pm-3:20pm 90 Concurrent Sessions (select one)

Conference - DAY 1Monday, January 18, 2010

Equilibrium in the Financial Markets &Perspective on Financial Regulations

Some of the Best Estate PlanningIdeas For Your Clients in 2010 (ThatAlso Have the Merit of Playing HavocWith Certain "ConventionalWisdom"

Advisory Relationships in TurbulentTimes: New CommunicationStrategies

Financial Planning Faceoff: Spreadsheets vs.Financial Planning Software

Time Value of Fluctuations and DesigningLifelong Income for Clients

PFP & PFS Chairs Update & DistinguishedService Award

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2010 AICPA Advanced PerJanu

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1/18/2010 1:50pm-3:20pm IM 8 Fixed Income Harold Evensky

1/18/2010 1:50pm-3:20pm WM 9 All Your IRA Questions Answered Barry Picker

1/18/2010 1:50pm-3:20pm PM 10 Greg Friedman

1/18/2010 1:50pm-3:20pm PPEC/R 11 Michael E. Kitces

1/18/2010 3:20pm-3:50pm Afternoon Refreshment Break & Vendor Display

1/18/2010 3:50pm-5:20pm 90 Concurrent Sessions (select one)

1/18/2010 3:50pm-5:20pm IM 12 Harold Evensky

1/18/2010 3:50pm-5:20pm WM 13 Michael E. Kitces

1/18/2010 3:50pm-5:20pm PM 14 Keith S. Marks

1/18/2010 3:50pm-5:20pm PPEC/R 15 Dr. Edward A. Jacobson.

1/18/2010 5:30pm-6:30pm Networking Reception

450

Office Efficiency to the Max: StreamliningWorkflow to Elevate Client Service

Safe Withdrawal Rates: Mechanics, Uses andCaveats

The End of Modern Portfolio Theory? - Lessons

From the Financial Crisis

Individual Planning Opportunities of the RecentTax Acts

Regulatory Compliance forInvestment Advisers: As a New

Order Takes Shape

Harness the Power of Appreciative FinancialPlanning for Your Practice & Your Life

8/14/2019 AICPA Advanced Personal Financial Planning Conference

4/23

2010 AICPA Advanced PJan

O

Date Time Min. Track # Title First Name Last

1/19/2010 7:00am-6:30pm Registration & Message Center Open

1/19/2010 7:00am-8:00am Continental Breakfast and Vendor Display

1/19/2010 7:00am-7:50am 50 Breakfast Sessions

1/19/2010 7:00am-7:50am IM 201 David B. Loeper

1/19/2010 7:00am-7:50am WM 202 Charles L. Ratner

1/19/2010 7:00am-7:50am PM 203 Theodore J. Sarenski

1/19/2010 7:00am-7:50am PM 204 Liz Pulliam-W

1/19/2010 7:50am-8:10am Change Break

1/19/2010 8:10am-9:00am 50 Keynote Presentation

1/19/2010 8:10am-9:00am 16 Walker

1/19/2010 9:00am-9:30am Morning Refreshment Break & Vendor Display

1/19/2010 9:30am-11:00am 90 Concurrent Sessions (select one)

1/19/2010 9:30am-11:00am IM 17 David B. Loeper

1/19/2010 9:30am-11:00am WM 18 Stefan F. Tucker

1/19/2010 9:30am-11:00am PM 19 Bob Wagman

1/19/2010 9:30am-11:00am PM 19

1/19/2010 9:30am-11:00am PM 19

1/19/2010 9:30am-11:00am PM 19

Conference - DAY 2Tuesday, January 19, 2010

Measuring Temperature with a Ruler - TheDifference Between Managing Returns &Managing Wealth

Carrier Due Diligence in Insurance Selection:Checklist and Solutions for Clients

Using a Business Coach in your Practice -Getting the Most Out of Your People

Real World Media Experiences

Facing America's Fiscal SustainabilityChallenges

The HonorableDavid M.

Hunting for Black Swans - Comparing

Probability Outcomes of Capital MarketAssumptions to Historical Observations

Estate Planning in the New Tax Laws: What isComing?

Succession Planning Models - Mergers andAcquisitions Panel

Succession Planning Models - Mergers andAcquisitions Panel

Succession Planning Models - Mergers andAcquisitions Panel

Succession Planning Models - Mergers andAcquisitions Panel

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5/23

2010 AICPA Advanced PJan

O

1/19/2010 9:30am-11:00am PPEC/R 20 Dr. Edward A. Jacobson

1/19/2010 11:00am-11:10am Change Break

1/19/2010 11:10am-12:40pm 90 Concurrent Sessions (select one)

1/19/2010 11:10am-12:40pm IM 21 Asset Allocation: Does It Still Work? Roger Gibson

1/19/2010 11:10am-12:40pm WM 22 Charles L. Ratner

1/19/2010 11:10am-12:40pm PM 23 Tracey L. Segarra

1/19/2010 11:10am-12:40pm PPEC/R 24 Reina Schlager

1/19/2010 12:40pm-1:30pm Luncheon

1/19/2010 1:30pm-2:15pm 45 Luncheon Presentation

1/19/2010 1:30pm-2:15pm L2 The Best Practices of CPA Wealth Advisors John Bowen

1/19/2010 2:25pm-4:05pm 100 Concurrent Evening Sessions (select one)

1/19/2010 2:25pm-4:05pm IM 25 Where Is the Real Estate Cycle Going? Glenn Mueller, P

1/19/2010 2:25pm-4:05pm WM 26 James A. Shambo

1/19/2010 2:25pm-4:05pm PM 27 Michael Goodman

1/19/2010 2:25pm-4:05pm PPEC/R 28 Elder Law Lawrence A. Frolik

1/19/2010 4:05pm-4:25pm Refreshment & Networking Break

1/19/2010 4:25pm-5:40pm 75 Keynote Presentation

4:25pm-5:40pm IM 29 PENDING SPEAKER

1/19/2010 5:40pm-6:40pm

Powerful Conversations with Clients, Colleagues& Yourself in Difficult Times

An Advisor's Guide to Life Insurance Products &Planning

Social Media Marketing - What Is It and WhyShould You Care?

Advanced Techniques for Utilizing LTCInsurance

The Great Debate - Annuity Guarantees and theRetirement Solution

Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility

Update on Regulatory Climate & How It Will

Impact Your Practice & Your Clients - InvestmentAdvisory Committee

Reception & Presentation: The CPA Planner &Financial Literacy: A Partnership for America'sWell Being

8/14/2019 AICPA Advanced Personal Financial Planning Conference

6/23

2010 AICPA Advanced Personal FinancJanuary 18-20, 20

Orlando, Florid

500

8/14/2019 AICPA Advanced Personal Financial Planning Conference

7/23

2010 AICPA Advanced PerJanu

Or

Date Time Min. Track # Title First Name Last N

1/20/2010 7:00am-11:45am Registration & Message Center Open

1/20/2010 7:00am-8:00am

1/20/2010 7:00am-7:50am 50 Breakfast Sessions1/20/2010 7:00am-7:50am IM 301 Scott D. Welch

1/20/2010 7:00am-7:50am WM 302 Raoul B. Rodriguez-W

1/20/2010 7:00am-7:50am PM 303 Blaine Aiken

1/20/2010 7:00am-7:50am PPEC/R 304 Planning for End of Life Michael D Schulman

1/20/2010 7:50am-8:00am Change Break

1/20/2010 8:00am-9:00am 60 Keynote Presentation

1/20/2010 8:00am-9:00am 30 Economic Update & Market Insights Dr. David Kelly

1/20/2010 9:00am-9:10am Change Break

1/20/2010 9:10am-10:25pm 75 Concurrent Sessions (select one)

1/20/2010 9:10am-10:25pm IM 31 Revisiting the Future of Wealth Management Scott D. Welch

1/20/2010 9:10am-10:25pm WM 32 Jon J. Gallo

1/20/2010 9:10am-10:25pm PPEC/R 33 Mitchell Freedman

1/20/2010 10:25am - 10:40am Morning Refreshment Break

1/20/2010 10:40am - 11:55am 75

1/20/2010 10:40am - 11:55am IM 35 Leonard G. Armstrong

Conference - DAY 3Wednesday, January 20, 2010

Continental Breakfast and Vendor Display

The Hitchhikers Guide to Core/SatelliteInvesting

North & South of the Border: ChangingLandscape of World Financial Planning in theEra of the Globally Mobile Citizen

Fiduciary Responsibility Standards Update onRegulations

Becoming A Money Mentor For TheNext Generation

The Multi-Family Office - It's not only for theUltra Wealthy

A Roadmap Through the Minefields ofUncertainty: Investment Policy Impact onROI

8/14/2019 AICPA Advanced Personal Financial Planning Conference

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2010 AICPA Advanced PerJanu

Or

1/20/2010 10:40am - 11:55am WM 36 James A. Shambo

1/20/2010 10:40am - 11:55am PM 37 Mark

1/20/2010 10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers Elaine Floyd

1/20/2010 11:55am Main Conference Adjourns

260

1/20/2010 1:00pm-5:00pm 401 AICPA Media Team

Hedonic Pleasure Index Revisited - ConsumptionAfter the Crash

What do Young Planners Want? Panel -Emerging Leader

Tibergian(moderator)

Post-Conference Complimentary WorkshopLights, Camera, Action:

Making the Media Your Financial PlanningPartner

8/14/2019 AICPA Advanced Personal Financial Planning Conference

9/23

Date Time Track # Title

1/17/2010

9:00am - 12:00pm PM 101

1/17/2010

1:00pm - 5:15pm 102

1/17/2010

1:00pm-5:15pm WM 103

1/17/2010 1:00pm-5:15pm PPEC/R 104 Tax Efficient Rebalancing

1/17/20101:00pm-3:00pm IM 105 Due Diligence: Manager & Custodian Selection

1/17/2010

3:15pm-5:15pm IM 106 Measuring Performance

1/17/2010

3:15pm-5:15pm IM 106 Measuring Performance

1/17/2010

3:15pm-5:15pm IM 106 Measuring Performance

1/18/2010

8:00am-8:50am 1

1/18/2010

9:20am-11:00am WM 2

1/18/2010

9:20am-11:00am PM 3

1/18/2010

11:10am-12:40pm IM 4 Alternative Thinking about Investments

1/18/2010

11:10am-12:40pm WM 5 Roth Converstions in 2010

1/18/2010

11:10am-12:40pm PM 6

1/18/2010

11:10am-12:40pm PPEC/R 7

1/18/20101:10pm-1:40pm L1

1/18/2010

1:50pm-3:20pm IM 8 Fixed Income

1/18/2010

1:50pm-3:20pm WM 9 All Your IRA Questions Answered

1/18/2010

1:50pm-3:20pm PM 10

From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 1)

From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 2)

Sophisticed Financial Engineering Ideas: Roth

Conversions & Other IRS Strategies

Equilibrium in Financial Markets & FinancialRegulations

Some of the Best Estate PlanningIdeas For Your Clients in 2010 (ThatAlso Have the Merit of Playing Havoc

"Communication with Clients After the EconomicMeltdown

Financial Planning Faceoff: Spreadsheets vs.Financial Planning Software

Time Value of Fluctuations and DesigningLifelong Income for Clients

PFP & PFS Chairs Update & DistinguishedService Award

Office Efficiency to the Max: StreamliningWorkflow to Elevate Client Service

8/14/2019 AICPA Advanced Personal Financial Planning Conference

10/23

1/18/20101:50pm-3:20pm PM 10

1/18/2010

1:50pm-3:20pm PPEC/R 11

1/18/20103:50pm-5:20pm IM 12

1/18/2010

3:50pm-5:20pm WM 13

1/18/2010

3:50pm-5:20pm PM 14 Regulatory Compliance Issues

1/18/2010

3:50pm-5:20pm PPEC/R 15

1/19/2010

7:00am-7:50am IM 201

1/19/2010

7:00am-7:50am WM 202

1/19/2010

7:00am-7:50am PM 203

1/19/2010

7:00am-7:50am PM 203

1/19/2010

7:00am-7:50am PPEC/R 204

1/19/20108:10am-9:00am 16 How Behavior Affects Financial Outcomes

1/19/2010

9:30am-11:00am IM 17

1/19/2010

9:30am-11:00am WM 18

1/19/2010

9:30am-11:00am PM 19

1/19/2010

9:30am-11:00am PM 19

Office Efficiency to the Max: StreamliningWorkflow to Elevate Client Service

Safe Withdrawal Rates: Mechanics, Uses andCaveats

The End of Modern Portfolio Theory? - LessonsFrom the Financial Crisis

Cutting Edge Tax Planning Developments &Opportunities

Harness the Power of Appreciative FinancialPlanning for Your Practice & Your Life

Measuring Temperature with a Ruler - TheDifference Between Managing Returns &Managing Wealth

Carrier Due Diligence in Insurance Selection:Checklist and Solutions for Clients

Using a Business Coach in your Practice -Getting the Most Out of Your People

Using a Business Coach in your Practice -Getting the Most Out of Your People

Powerful Conversations with Clients, Colleagues& Yourself in Difficult Times

Hunting for Black Swans - ComparingProbability Outcomes of Capital MarketAssumptions to Historical Observations

Estate Planning in the New Tax Laws: What isComing?

Succession Planning Models - Mergers andAcquisitions Panel

Succession Planning Models - Mergers andAcquisitions Panel

8/14/2019 AICPA Advanced Personal Financial Planning Conference

11/23

1/19/20109:30am-11:00am PM 19

1/19/2010

9:30am-11:00am PM 19

1/19/2010

9:30am-11:00am PPEC/R 20

1/19/2010

9:30am-11:00am PPEC/R 20

1/19/2010

11:10am-12:40pm IM 21 Asset Allocation: Does It Still Work?

1/19/2010

11:10am-12:40pm WM 22

1/19/2010

11:10am-12:40pm PM 23

1/19/2010

11:10am-12:40pm PPEC/R 24

1/19/2010 1:30pm-2:15pm L2 The Best Practices of CPA Wealth Advisors

1/19/2010

2:25pm-4:05pm IM 25

1/19/2010

2:25pm-4:05pm WM 26

1/19/2010

2:25pm-4:05pm WM 26

1/19/2010

2:25pm-4:05pm WM 26

1/19/2010

2:25pm-4:05pm PM 27

1/19/2010

2:25pm-4:05pm PM 27

1/19/2010

2:25pm-4:05pm PM 27

1/19/2010

2:25pm-4:05pm PM 27

1/19/2010

2:25pm-4:05pm PM 27

Succession Planning Models - Mergers andAcquisitions Panel

Succession Planning Models - Mergers andAcquisitions Panel

The Multi-Family Office - It's not only for theUltra Wealthy

The Multi-Family Office - It's not only for theUltra Wealthy

An Advisor's Guide to Life Insurance Products &Planning

Advanced Marketing Techniques: Make

Opportunity out of MayhemAdvanced Techniques for Utilizing LTCInsurance

A Roadmap Through the Minefields ofUncertainty: Investment Policy Impact onROI

The Great Debate - Fixed Immediate vs. Variablewith guaranteed living benefits

The Great Debate - Fixed Immediate vs. Variablewith guaranteed living benefits

The Great Debate - Fixed Immediate vs. Variablewith guaranteed living benefits

Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility

Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility

Current Practice Management Issues & Best

Practices in Serving Clients During the MarketVolatility

Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility

Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility

8/14/2019 AICPA Advanced Personal Financial Planning Conference

12/23

1/19/20102:25pm-4:05pm PPEC/R 28 Elder Law

1/19/2010

4:25pm-5:40pm IM 29

1/20/2010

7:00am-7:50am IM 301

1/20/2010

7:00am-7:50am WM 302

1/20/20107:00am-7:50am PM 303

1/20/2010

7:00am-7:50am PPEC/R 304 Planning for End of Life

1/20/2010

30 Economic Update & Market Insights

1/20/2010

9:10am-10:25pm IM 31 Revisiting the Future of Wealth Management

1/20/2010

9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs

1/20/2010

9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs

1/20/2010

9:10am-10:25pm PM 33 A Case Study in Communication with Clients

1/20/2010

9:10am-10:25pm PPEC/R 34

1/20/2010

10:40am - 11:55am IM 35 Where Is the Real Estate Cycle Going?

1/20/2010

10:40am - 11:55am WM 36 Hedonic Pleasure Index Revisited

1/20/2010

10:40am - 11:55am PM 37

1/20/2010

10:40am - 11:55am PM 37

1/20/201010:40am - 11:55am PM 37

1/20/201010:40am - 11:55am PM 37

Update on Regulatory Climate & How It WillImpact Your Practice & Your Clients - InvestmentAdvisory Committee

The Hitchhikers Guide to Core/SatelliteInvesting

North & South of the Border: ChangingLandscape of World Financial Planning in theEra of the Globally Mobile Citizen

Fiduciary Responsibility Standards Update onRegulations

Alternative Sources of Income forFunding the Costs of Long Term Care

What do Young Planners Want? Panel -Emerging Leader

What do Young Planners Want? Panel -Emerging Leader

What do Young Planners Want? Panel -Emerging Leader

What do Young Planners Want? Panel -Emerging Leader

8/14/2019 AICPA Advanced Personal Financial Planning Conference

13/23

1/20/2010

10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers

8/14/2019 AICPA Advanced Personal Financial Planning Conference

14/23

First Name Last Name Email Title/Organization Cte Mbr Conf.

Jimmy J. Williams Andrea Conf

Jimmy J. Williams Andrea Conf

Robert Keebler Andrea Conf

Sheryl Rowling Mitch Conf

IMCA IMCA In progress

Ken Robinson

Philip Lawton

Steven Horan

Ken French Dartmouth Glenn Conf

Stacy Eastland Dina Conf

David Solie Mitch Conf

Larry Swedroe Glenn Conf

Robert Keebler Andrea Conf

Joel P. Bruckenstein Virtual Office News Michael G Conf

Jim C. Otar Retirement Optimizer Martha Conf

Bob Jazwinski Dick Fohn Andrea Conf?

TBD Nuveen Investments Conf

Barry Picker Michael G Conf

Greg Friedman Michael G Conf

jimmy@jimmyjwilliams Jimmy J. Williams & Co.,P.C.

jimmy@jimmyjwilliams Jimmy J. Williams & Co.,P.C.

rkeebler@virchowkrause.CPA, MST, DEP,

Virchow, Krause &Company LLP

sheryl@rowling.com

CFA, CPA, CIPM, Director,Global InvestmentPerformance Standards,CFA Institute

PhD, CFA, CIPM, Head,Certificate in InvestmentPerformance Measure,CFA Institute

PhD, CFA, Head,Professional EducationContent and PrivateWealth, CFA Institute

Kenneth.R.French@tu

Vickie.Durbin@gs.com

david@dsolie.com

lswedroe@bamstl.com

rkeebler@virchowkrause.CPA, MST, DEP,Virchow, Krause &Company LLP

joel@joelbruckenstein.

cotar@rogers.com

IMCA -

Clark,David,Michael

barry@pwacpa.com CPA/PFS, CFP, Picker,Weinberg & Auerbach,CPAs, P.C.

greg@friedmanassoci

mailto:jimmy@jimmyjwilliamspc.commailto:jimmy@jimmyjwilliamspc.commailto:rkeebler@virchowkrause.commailto:sheryl@rowling.commailto:Kenneth.R.French@tuck.dartmouth.edumailto:Vickie.Durbin@gs.commailto:david@dsolie.commailto:lswedroe@bamstl.commailto:rkeebler@virchowkrause.commailto:joel@joelbruckenstein.commailto:cotar@rogers.commailto:barry@pwacpa.commailto:greg@friedmanassociates.commailto:greg@friedmanassociates.commailto:barry@pwacpa.commailto:cotar@rogers.commailto:joel@joelbruckenstein.commailto:rkeebler@virchowkrause.commailto:lswedroe@bamstl.commailto:david@dsolie.commailto:Vickie.Durbin@gs.commailto:Kenneth.R.French@tuck.dartmouth.edumailto:sheryl@rowling.commailto:rkeebler@virchowkrause.commailto:jimmy@jimmyjwilliamspc.commailto:jimmy@jimmyjwilliamspc.com

8/14/2019 AICPA Advanced Personal Financial Planning Conference

15/23

Joanne Day Conf

Michael E. Kitces Larry

Harold Evensky Conf

Michael Kitces Larry

Keith Marks Glenn Conf

Ed Jacobson, Ph.D. Bob B Conf

David B. Loeper Conf

Andrea Conf

Ted Sarenski Lyle Conf

Thomas C. Walsh, Ph.D. Lyle Conf

Ed Jacobson, Ph.D. Bob B Conf

David B. Loeper Conf

Stefan Tucker Larry Conf

Bob Wagman Glenn Conf

David DeVoe Glenn Conf

jo@trumpetinc.com

michael@kitces.com MSFS, MTAX, CLU,ChFC, RHU, REBC,CASL, CFP Publisher,The Kitces Report &Director of Research,

Pinnacle Advisors Group

Conf -$1,500 feefor 2sessions

michael@kitces.com MSFS, MTAX, CLU,ChFC, RHU, REBC,CASL, CFP Publisher,The Kitces Report &Director of Research,Pinnacle Advisors Group

Conf -$1,500 feefor 2sessions

kmarks@ascendantco

edjacobson1@sbcglobAuthor ofAppreciativeMoments

CIMA, CIMC, CEO ofFinanceware Inc., DBAWealthcare CapitalManagement

IMCA -Clark,David,Michael

LeeCharles

Slavutin - move? orRatner

ls@sternslavutin.com CLU, MD, Stern Slavutin2, Inc.

tjs@dbbllc.com CPA/PFS, CFP,Dermody Burke & Brown

tcwalsh@att.net President, GrenellConsulting Group

edjacobson1@sbcglobAuthor ofAppreciativeMoments

JasonDavid

Zweig - NOWalker

CIMA, CIMC, CEO ofFinanceware Inc., DBAWealthcare CapitalManagement

IMCA -Clark,David,Michael

sftucker@venable.comPartner, Venable, LLP(switch with Ratnertiming)

Bwagman@aspiriant.c

David.DeVoe@Schwa

mailto:jo@trumpetinc.commailto:michael@kitces.commailto:michael@kitces.commailto:kmarks@ascendantcompliance.commailto:edjacobson1@sbcglobal.netmailto:ls@sternslavutin.commailto:tjs@dbbllc.commailto:tcwalsh@att.netmailto:edjacobson1@sbcglobal.netmailto:sftucker@venable.commailto:Bwagman@aspiriant.commailto:David.DeVoe@Schwab.commailto:David.DeVoe@Schwab.commailto:Bwagman@aspiriant.commailto:sftucker@venable.commailto:edjacobson1@sbcglobal.netmailto:tcwalsh@att.netmailto:tjs@dbbllc.commailto:ls@sternslavutin.commailto:edjacobson1@sbcglobal.netmailto:kmarks@ascendantcompliance.commailto:michael@kitces.commailto:michael@kitces.commailto:jo@trumpetinc.com

8/14/2019 AICPA Advanced Personal Financial Planning Conference

16/23

Rudy Adolf Glenn Conf

Mark Tibergian (moderator) Glenn Conf

Andrew Blackman Mitch Conf

Mitchell Freedman, CPA/PFS Mitch Conf

Roger Gibson Michael Conf

Charles L. Ratner Ernst & Young LLP Dina Conf

Tracey Segarra Marketing Director Mitch Conf

Reina Schlager, CPA Mitch Conf

John Bowen Michael G.

Leonard G. Armstrong Conf

James Shambo Lyle Conf

Mark W. McGorry Michael G Conf

Laurence M. Braunstein Michael G Conf

Michael Goodman Lyle Conf

Beth Gamel Lyle Conf

Scott Sprinkle Lyle Conf

Bill Morgan, CPA, PFS Glenn Conf

Lyle Benson (Moderator)

radolf@ffpar.com

mtibergien@pershing. Managing Director,Pershing AdvisorSolutions, LLC

Blackman,CPA/PF

S

ABlackman@SHAPIR

OLOBEL.commitchpfs@mfac-bizmgtCPA/PFS, AIF MFAC

Financial Advisors, Inc.and Mitchell FreedmanAccountancyCorporation

roger.g@gibsoncapitalCFA, CFP GibsonCapital Management,Ltd.

charlie.ratner@ey.com

tsegarra@gmail.com

Reinaschlager@aol.co

CIMA, Private Banking& Investment Group,Merrill Lynch

IMCA-Clark,David,Michael

jim@shambo.com CPA, PFS, LifetimePlanning Concepts, P.C.

MMcGorry@wealthparJD, CFP, CPC, CLU,AEP, Managing Director,Wealth Partners LLC

lbraunstein@lmbadvis JD, RFC, CRC, CMFC,CCPS, LMB Group, Inc.

mgoodman@wealthstrCPA, CFP, PFSWealthstream Advisors,Inc

bcgamel@pillarfinanci CPA/PFS Pillar FinancialAdvisors, Inc.

Scott@sprinklefinanci

al.com

CPA/PFS, Managing

Member, SprinkleFinancial Consultants,LLC

wamorgan@herbein.c

mailto:radolf@ffpar.commailto:mtibergien@pershing.commailto:mitchpfs@mfac-bizmgt.commailto:roger.g@gibsoncapital.commailto:charlie.ratner@ey.commailto:tsegarra@gmail.commailto:Reinaschlager@aol.commailto:jim@shambo.commailto:MMcGorry@wealthpartners.commailto:lbraunstein@lmbadvisors.commailto:mgoodman@wealthstreamadvisors.commailto:bcgamel@pillarfinancial.commailto:wamorgan@herbein.commailto:wamorgan@herbein.commailto:bcgamel@pillarfinancial.commailto:mgoodman@wealthstreamadvisors.commailto:lbraunstein@lmbadvisors.commailto:MMcGorry@wealthpartners.commailto:jim@shambo.commailto:Reinaschlager@aol.commailto:tsegarra@gmail.commailto:charlie.ratner@ey.commailto:roger.g@gibsoncapital.commailto:mitchpfs@mfac-bizmgt.commailto:mtibergien@pershing.commailto:radolf@ffpar.com

8/14/2019 AICPA Advanced Personal Financial Planning Conference

17/23

Lawrence A. Frolik Bob B Conf

Scott D. Welch

Raoul Rodriguez-Walters Martha Conf

Blaine Aiken Blaine@fi360.com Clark Conf

Michael David Schulman Conf

Dr. David Kelly David Conf

Scott D. Welch

Jon Gallo Mitch Conf

Eileen Gallo Mitch Conf

David Solie Mitch Conf

Reina Schlager, CPA Mitch Conf

Glenn Mueller, PhD Conf

James Shambo Conf

Mark Lyle Conf

Nikki Michelini, CPA Glenn Conf

John Corn, CPA, PFS Glenn Conf

Michael Tate CPA Glenn Conf

frolik@pitt.edu Heckerling Speaker - orBarbara Bergstein

Louis Aguilar, newSEC Commission,Investor AdvisoryCommittee - PeterKravitz is pursuing

Terry Odean orother?

Clark -IMCAspot?

MBA, CIMA, SeniorManaging Director,Fortigent, LLC

IMCA -Clark,David,Michael

Conf -$1,500 feefor 2sessions

raoulro@gmail.com CFP, Managing Partner,Mexico Advisor

michael@schulmancp CPA/PFS, SchulmanCPA

Sandra -email

amanda.r.maurer@jpm CFA, Managing Director,

Chief Market Strategist,JP Morgan Funds

MBA, CIMA, SeniorManaging Director,Fortigent, LLC

IMCA -Clark,David,Michael

Conf -$1,500 feefor 2sessions

jgallo@greenbergglus authors of Silver SpoonKids (Gallos)

egallo@galloconsultin authors of Silver SpoonKids (Gallos)

david@dsolie.com

Reinaschlager@aol.co

gmueller@dividendcapReal Estate InvestmentStrategist, DividendCapital & University ofDenver

IMCA -Clark,David,Michael

jim@shambo.com CPA, PFS, LifetimePlanning Concepts, P.C.

Michael Gand Lyle

Tibergian(moderator)

mtibergien@pershing. Managing Director,Pershing Advisor

Solutions, LLC

Nmichelini@aspiriant.c

jcorn@bamstl.com

mtate@tpbs.com

mailto:frolik@pitt.edumailto:raoulro@gmail.commailto:michael@schulmancpa.commailto:amanda.r.maurer@jpmchase.commailto:jgallo@greenbergglusker.commailto:egallo@galloconsulting.commailto:david@dsolie.commailto:Reinaschlager@aol.commailto:gmueller@dividendcapital.commailto:jim@shambo.commailto:mtibergien@pershing.commailto:Nmichelini@aspiriant.commailto:jcorn@bamstl.commailto:mtate@tpbs.commailto:mtate@tpbs.commailto:jcorn@bamstl.commailto:Nmichelini@aspiriant.commailto:mtibergien@pershing.commailto:jim@shambo.commailto:gmueller@dividendcapital.commailto:Reinaschlager@aol.commailto:david@dsolie.commailto:egallo@galloconsulting.commailto:jgallo@greenbergglusker.commailto:amanda.r.maurer@jpmchase.commailto:michael@schulmancpa.commailto:raoulro@gmail.commailto:frolik@pitt.edu

8/14/2019 AICPA Advanced Personal Financial Planning Conference

18/23

Elaine Floyd Horse's Mouth Martha ConfElaine.Floyd@horses

mailto:Elaine.Floyd@horsesmouth.commailto:Elaine.Floyd@horsesmouth.com

8/14/2019 AICPA Advanced Personal Financial Planning Conference

19/23

City/State Phone

McAlester, OK

McAlester, OK

920-490-5626

920-490-5626

Miramar, FL 954-885-1900

905-889-7170

Brooklyn, NY 718-336-8842

415-493-5900

Green Bay,

WI

Green Bay,WI

Thornhill,Ontario,Canada

8/14/2019 AICPA Advanced Personal Financial Planning Conference

20/23

Columbia, MD 410-995-6630

Columbia, MD 410-995-6630

Madison, WI 608-274-9004

New York, NY 212.536.6062

Syracuse, NY 315-471-9171

Liverpool, NY

Madison, WI 608-274-9004

202-344-4000

315-451-9293 315-243-2647

Washington,DC

8/14/2019 AICPA Advanced Personal Financial Planning Conference

21/23

201-413-2231

Wexford, PA 724-934-3200

Cleveland, OH 216-583-8122

719-638-3505

New York, NY 212-689-6700

New York, NY 212-689-5700

New York, NY 212-971-9241

Waltham, MA 781-693-0112

Littleton, CO 303-297-2185

PA

Jersey City,NJ

ShermanOaks, CA

818-905-0321

ColoradoSprings, CO

8/14/2019 AICPA Advanced Personal Financial Planning Conference

22/23

Rockville, MD

Portland, OR 503-853-0510

New York, NY

Rockville, MD

Denver, CO

719-638-3505

201-413-2231

Central Valley,NY

212-648-2448

Amanda

303-953-3872 (303) 550-

1781

ColoradoSprings, CO

Jersey City,NJ

Sacramento,CA

8/14/2019 AICPA Advanced Personal Financial Planning Conference

23/23