Agenda

Please note that the program schedule is tentative and is subject to change.

Day 1

Thursday, April 20

7:30 a.m. | Check-in and refreshments

8 a.m. | Welcome
Martin Seay, Ph.D., CFP®

8:10 a.m. | Market and Economic Update: Where Are We at Today, How Did We Get Here and Now That We Have Arrived Where Do We Go From Here?
Ben Sullivan, CFA

9 a.m. | Financial Anxiety's Impact on Trust and Commitment in Financial Planning
Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™

9: 50 a.m. | Break

10 a.m. | Applying the Psychology of Money for Better Financial Advice and a Better Life
Linda Y. Leitz, Ph.D., CFP®, EA, and Richard C. Salmen, CFP®, CFA, EA

11 a.m. | What to Know about SECURE Act 2.0
Brian Lowery, CFP®, AEP®

Noon | Lunch

1 p.m. | Discussing Special Needs Planning
Blake Gray, Ph.D., CFP®

2 p.m. | Sources of Money Conflict: Motivating Clients to Take Action on their Goals
Kim Hayes, CFP®

2:50 p.m. | Break

3 p.m. | Spousal Lifetime Access Trusts (SLATs)
Robert Paredes, J.D., LLM

4 p.m. | Cybersecurity and the Financial Professional
Scott A. Sirois

5 p.m. | Networking reception
Celebrate the expansion of the PFP program to the Kansas City area and the K-State Olathe campus with a happy hour and networking opportunity with industry professionals and students.