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.



Day 2

Friday, April 21


7:15 a.m. | Breakfast


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


8:05 a.m. | Mental Accounting, Estate Bequests and Retirement Satisfaction
Chet Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF®


9 a.m. | Advice and Investment Trends Shaping the Future of Financial Planning
Bill Martin, CFA


9:50 a.m. | Break


10 a.m. | Ethics CE: CFP Board's Revised Code and Standards
Linda Y. Leitz, Ph.D., CFP®, EA


Noon | Closing Remarks
Martin Seay, Ph.D., CFP®


Contact Us

Academic Advisor for Personal Financial Planning
Professional Development Specialist
Office Hours
Mon-Fri: 8 a.m. - 5 p.m. CST