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Amid, the COVID-19 crisis, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us. With a state of emergency being declared state and nationwide, we have postponed all live events until further notice. Take good care, stay safe and be well.
Future of Finance | Private Wealth Series
April 18, 2019
12:00 PM - 5:30 PM Add to Calendar
Grand Hyatt Atlanta in Buckhead 3300 Peachtree Road NE
Atlanta, GA 30305 Directions
Tickets
$0.00 Member Fee | Advanced Registration Required
$50.00 Guest Fee | Advanced Registration Required
AGENDA
11:30 AM: Registration & Lunch Buffet - Pre-function Area
PLENARY ONE - GRAND BALLROOM II
12:10 PM – 12:15 PM: Welcome from ASFIP Leadership
12:15 PM – 12:30 PM: Future of Finance, Bob Dannhauser, Head, Private Wealth Management at CFA Institute
12:30 PM – 12:40 PM: VOYA Sponsor Showcase, Brett Cornwell, CFA, Client Portfolio Manager, Fixed Income, Voya
12:40 PM – 1:40 PM: The Business of Investing – A Conversation with Balentine, Robert Balentine, Chairman, Balentine & Brittain Prigge, President, Balentine
1:40 PM – 1:55 PM: Afternoon Stretch & Mingle
BREAKOUT SESSIONS - SELECT ONE
1:55 PM – 2:45 PM:
Option 1 - Divorce Economics, Alex Cutler, Partner, Gray Eittreim Martin - Grand Ballroom III
or
Option 2 - Developments in Wealth Transfer and Estate Planning, Blake Melton, Vice President, Financial Strategies at Synovus - Grand Ballroom II
or
Option 3 - ASFIP Foundation Update, Steve Davenport, President, ASFIP Foundation - Cascade Room
2:45 PM – 3:00 PM: Networking Stretch
PLENARY TWO - GRAND BALLROOM II
3:00 PM – 4:00 PM: Robo Advisor Panel, featuring Jennifer Capouya, Head of Digital Investment Solutions, SunTrust Private Wealth Management, Craig Cintron, CFP, Senior Manager, Institutional Consulting, TD Ameritrade Institutional, Vinod Raman, VP Digital Advice Solutions, Fidelity Investments, Paul Giannini, Director of Solution Engineering at Jemstep, Invesco. Moderated by Bill Winterberg, Founder and President, FPPad.com.
4:00 – 5:00 PM: Priceless: The Meaning of Value, Lisa Kueng, Director of Creative Campaigns, Invesco Consulting
5:00 – 6:30 PM: Networking Cocktail Reception - Pre-function Area
SPECIAL THANKS TO OUR SPONSORS
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