2017
March 24, 2017
Student Union Atrium
Wright State University
Overview
Presenting our third annual LIFT2 (Leading Innovation in Finance Today and Tomorrow) symposium, delivering insight into contemporary issues shaping the future of financial services. Up to six hours of continuing education credit hours are pending for the day.
Designed for practicing professionals in the banking, insurance, accounting, investing, and financial planning industries, this year LIFT2 includes discussions on such pressing issues as the exploding role of digital advice in financial services, healthcare in retirement, financial planning for Gen X and Gen Y, the complexities of divorce planning, and discussion of complex tax and insurance cases to name a few.
“Outstanding panel of speakers and topics for LIFT² 2017. I’m looking forward to being a part of this year’s Symposium”
-Joseph Maugeri, CFP ®, Lunch Keynote Speaker, Managing Director of Corporate Relations CFP Board.
Schedule
Time | Event | Topic and Speaker | Location |
---|---|---|---|
8–9 a.m. |
Breakfast and Registration |
N/A |
Student Union Atrium |
9–10 a.m. |
Morning Keynote |
The Health-Wealth Connection: From Misery to Wisdom by Doug Lennick, CFP ® |
Student Union Atrium |
10–10:15 a.m. |
Break with refreshments | N/A |
Student Union Atrium |
10:30–11:30 a.m. |
Breakout Sessions |
Healthcare in Retirement by Katy Votava, Ph.D.: Digital Advice: What’s the worry? by Barry MulHolland,, Ph.D, CFP ®, CFC |
Student Union Atrium |
11:30 a.m.–1:30 p.m. |
Lunch Keynote |
Planning for the Digital Invasion by Joseph Maugeri, CFP ® |
Student Union Atrium |
1:30–2:30 p.m. |
Breakout Sessions |
Financial Planning for Gen X and Gen Y by Alan Moore, MS, CFP ® Evolution of Banking Products by Timothy Walsh |
Student Union Atrium
|
2:30–3 p.m. |
Break with refreshments | N/A |
Student Union Atrium |
3–4 p.m. |
Breakout Sessions |
Financial Planning for Divorce by Jeffrey Rattiner, CPA, CFP ®, MBA, RFC Complex Cases in Tax and Insurance by David Houston, JD, CFP® |
Student Union Atrium
|
4–6 p.m. |
Reception and Networking | N/A | Pathfinder Lounge and Student Union Atrium |
Speakers and Topics
David Houston, JD, CFP ®
David brings an extensive background in financial services consulting to his role as director of advanced strategies for RiverSource. Before joining RiverSource, he worked as an advanced sales consultant for ING Financial Services, where he provi
Doug Lennick, CFP ®
Doug Lennick is CEO and cofounder of Think2Perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert in developing practical applications of the art and science of huma
Joseph Maugeri, CFP ®
Joseph Maugeri, CFP ® joined CFP Board in 2011 and is the Managing Director of Corporate Relations for the organization.
Alan Moore, MS, CFP ®
Alan Moore, MS, CFP ® is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners, a fee-only RIA and financial planning firm managing over $1.5 billion AUM. He is passionate about helping financial plann
Barry Mulholland, Ph.D., CFP ®, ChFC ®
Jeffrey Rattiner, CPA, CFP ®, MBA, RFC
Jeffrey Rattiner is president of Rattiner’s Financial Planning Fast Track, Inc.
Katy Votava, Ph.D.
Dr. Votava is a registered professional nurse with a Ph.D. in health economics and nursing from the University of Rochester in Rochester, NY.
Timothy M. Walsh
Sponsors
Gold Sponsors
CFA Society Dayton
Gaw Capital
Cardinal Pointe Financial Group
UBS
Silver Sponsors
James Investment Research, Inc.
Marsh & McLennan Agency
Redtail
Wright-Patt Credit Union, Inc.
Bronze Sponsors
Junxure
Keir
Sponsor-in-Kind
Financial Planning Association
Questions? Contact:
rscob-fin@wright.edu
(937) 775-3141