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Thursday, March 25 | |
9:00 AM – 9:15 AM |
Introductions & Welcome |
9:15 AM – 10:15 AM |
Bill McManus, CIMACFP® Credit: 1 Sponsored By: Hartford Funds |
10:15 AM — 10:30 AM |
Coffee Break Sponsored by AH&T Insurance |
10:30 AM – |
David FainCFP® Credit: 1 Sponsored By: Seattle Bank |
11:30 AM – 11:45 AM |
Break & Exhibit Hall |
11:45 AM – 12:45 PM |
Betsy EhrenbergCFP® Credit: 1 Sponsored By: Saturna Capital |
12:45 PM – 1:00 PM |
Break & Exhibit Hall |
1:00 PM – 2:00 PM |
Thursday Keynote: Retirement Planning in the Aftermath of the SECURE Act Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASLCFP® Credit: 1 Sponsored By: Laurie Nichols Coaching |
2:00 PM – 2:10 PM |
Closing Remarks |
Friday, March 26 | |
9:00 AM – 9:15 AM |
Introductions & Welcome |
9:15 AM – 10:15 AM |
Friday Keynote: Tax Planning For A Biden Administration: The Proposed Biden Tax Plan Jeff Levine CPA/PFS, CFP, AIF, CWS, MSACFP® Credit: 1 Sponsored By: Koelsch Communities |
10:15 AM – |
Coffee Break Sponsored by WA529 Washington Colleague Savings Plan |
10:30 AM –
11:30 AM |
John ChristiansonCFP® Credit: 1 Sponsored By: New Aspect Coaching |
11:30 AM – |
Exhibit Hall Break |
11:45 AM – |
Soojean IshiguroCFP® Credit: 1 Sponsored By: Chubb and AH&T Insurance |
12:45 PM – 1:00 PM |
Lunch On Us & Exhibit Hall Break Sponsored by: BMO Global Asset Management |
1:00 PM – 2:00 PM |
Jeff BrooksCFP® Credit: 1 |
1:00 PM – 2:00 PM |
Kelly WeberCFP® Credit: n/a |
2:00 PM – |
Closing Remarks |