October 11, 2018: 16th Annual Education Symposium



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 PENDING acceptance by the CFP® Board of Standards and PENDING approval 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