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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