2022

Event Date and Location

March 25, 2022
Student Union
Wright State University

Schedule

Time	Event	Topic and Speaker	Location
8–9 a.m.	Registration	Breakfast and registration—Student Union	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 2022 Theresa Busher, Social Security Public Affairs Specialist FinTech in Wealth Management and Financial Planning Travis Engebretsen, Director of Business Strategy, Ramsey Solutions	Endeavour Room (156) Atlantis Room (157)
11:30 a.m.–1:30 p.m.	Lunch Keynote	Your Next Chapter is Just Beginning: Get Ready for the Most Valuable Clients in History Steve Gresham, Wealth Management Executive and Whealthtech Investor	Apollo Room
1:30–2:30 p.m.	Breakout Sessions	Hot Topics in Social Security: What financial services professionals need to know in 2022 Theresa Busher, Social Security Public Affairs Specialist FinTech in Wealth Management and Financial Planning Travis Engebretsen, Director of Business Strategy, Ramsey Solutions	Endeavour Room (156) Atlantis Room (157)
2:30–3 p.m.	Break	Refreshments	Skylight Lobby
3–4 p.m.	Final Session	Economic Outlook in the Time of Uncertainty Rick Kaglic, Vice President and Senior Regional Officer, Cincinnati Branch of the Federal Reserve Bank of Cleveland	Apollo Room
4–6 p.m.	Networking	Networking Reception—Student Union	Skylight Lobby

Speakers

Doug Lennick, CFP

Morning Keynote Speaker

Doug Lennick is CEO and co-founder of Think2Perform.

Theresa Busher

Theresa Busher serves as the public affairs specialist for the Social Security offices of greater Dayton and Springfield.

Travis Engebretsen

Travis Engebretsen is the Senior Director of Business Strategy at Ramsey Solutions, where he is responsible for building and launching the company's new digital banking business.

Steve Gresham

Luncheon Keynote Speaker

Steve Gresham is a longtime consultant, executive, and investor in the wealth management industry.

Rick Kaglic

Rick Kaglic is vice president and senior regional officer at the Cincinnati branch of the Federal Reserve Bank of Cleveland, a role he took on in 2018.