2021

Event Date and Location

Friday, October 29, 2021
Student Union
Wright State University

Schedule

Time	Event	Topic and Speaker	Location
8–9 a.m.	Registration	Breakfast and registration	Skylight Lobby
9–10 a.m.	Morning Keynote	Leveraging Your Financial Intelligence: At the Intersection of Money, Health, and Happiness Doug Lennick, CFP, CEO and co-founder of think2perform	Apollo Room
10–10:15 a.m.	Break	Refreshments	Skylight Lobby
10:30–11:30 a.m.	Breakout Sessions	Hot Topics in Social Security: What financial services professionals need to know in 2020 Theresa Busher, Social Security Public Affairs Specialist A Primer on Structured Products Erik Heavey, VP of Structured Products, First Trust Portfolios	Endeavour Room (156) Atlantis Room (157)
11:30 a.m.–1:30 p.m.	Lunch Keynote	All Eyes on You: The Financial Advisor of the Future Is a Leader Steve Gresham, Wealth Management Executive and Whealthtech Investor	Apollo Room
1:30–2:30 p.m.	Breakout Sessions	Planning Potholes and Banana Peels: How Proactivity Earns Loyalty and Assets Steve Gresham, Wealth Management Executive and Whealthtech Investor Economic Outlook in the Time of Trade Uncertainty Rick Kaglic, Vice President and Senior Regional Officer, Cincinnati Branch of the Federal Reserve Bank of Cleveland	Endeavour Room (156) Atlantis Room (157)
2:30–3 p.m.	Break	Refreshments	Skylight Lobby
3–4 p.m.	Final Keynote	Buying, Selling, and Valuing Financial Practices David Grau, Sr., J.D., President and one of the founders of FP Transitions	Apollo Room
4–6 p.m.	Networking	Networking Reception	Pathfinder Lounge

Speakers

Doug Lennick, CFP
Steve Gresham
Theresa Busher
Travis Engebretsen

Finance and Financial Services

Business, Raj Soin College of

Location:

296 Rike Hall

Phone:

Email:

rscob-fin@wright.edu

Business, Raj Soin College of

Location:

100 Rike Hall

Phone:

Fax:

937-775-3545

Email:

rscob-admin@wright.edu