McKimmon Center
1101 Gorman St. Raleigh, NC
8:00 am-5:00 pm
Registration will begin at 8:00 am
8:30 am – 5:00 pm Programming
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Click here for the 2018 Symposium Registration Rates
These programs are accepted by the CFP® Board of Standards and approved by the NC Department of Insurance for 7 hours of general CE.
Tentative Agenda
| 8:00 am – 8:30 am | Breakfast and Registration |
| 8:30 am – 8:40 am | Opening Remarks |
| 8:40 am – 9:30 am | AI and Machine Learning in Investment Management Rick Roche, Little Harbor Advisors, LLC |
| 9:35 am – 10:25 am | The Guide to the Markets John Piccard, JP Morgan |
| 10:25 am – 10:40 am | Time to Visit Sponsors! |
| 10:40 am – 11:30 am | Effectively Serving the Next Generation of Clients Rianka Dorsainvil, CFP® President of YGC |
| 11:30 am – 12:45 pm Lunch |
 Open Networking – Lunch Provided |
| 12:45 pm – 1:35 pm | Regulators and Clients: Friends or Foes? David Jonson, Wyrick Robbins Yates & Ponton, LLP |
| 1:40 pm – 2:30 pm | Leveraging Generosity: Trends in complex Charitable Giving Strategies Brandon Davis, Nat’l Christian Foundation |
| 2:35 pm – 2:50 pm | Time to Visit Sponsors! |
| 2:50 pm – 3:40 pm | Blockchains and Crypto-Assets David Yerger, Redwood Digital Group, Redwood Digital Fund I, LP |
| 3:45 pm – 4:35 pm | Thoughts on Elder Mediation for Financial Planners Hank Straus & Rick Igou, Elder Matters of the Carolinas |
| 4:40 pm – 5:00 pm | Evaluation & Closing Remarks |
