Event Day Itinerary



7:55am:  

Elissa Buie, CFP(R)

"To Think, Feel, Act, and Learn....Like a CFP(R) Professional


Presentation



11:05am:

Dr. John Grable, CFP(R)

"What We Know About Clients:  

Lessons from the Lab"







2:50pm:

Dr. Dave Yeske, CFP(R)

"Policy Based Financial Planning as Decision Architecture"


Presentation





3:55pm:

Panel Discussion with our Presenters

"Putting What We've Discovered to Use"


This session does not provide for a handout










9:35am:

Dr. Dave Yeske, CFP(R)

"Evidence Based Financial Planning - How to Identify, Read, and Evaluate Research"


Presentation




12:55pm:

Positioning the CFP(R) Professional as the Quaterback

"How to Build Effective Collaborative Planning Teams and Add Client Value"






2:50pm:

Melissa Kemp(R)

"A Pragmatic Walk Through the Ethical Looking Glass"  Part I



Presentation for Part I and II




3:55pm:

Melissa Kemp(R)

"A Pragmatic Walk Through the Ethical Looking Glass"  Part II



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