Loading…
Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.

Featured Speakers

avatar for Cora Pettipas

Cora Pettipas

HSBC
Senior Manager Global Financial Planning

Speakers

AK

Adam Kornegay, RCC™

Pathfinder
Partner
AP

Alan Page

CW

Cozette Wittman

College Inside Track
Education and Partnerships
DC

Daniel Candura, CFP®

Candura Group, LLC
JB

James Brewer, MBA, CRPC®, AIF®, CFP®, CDFA®, CFSLA

Envision Wealth Planning Inc.
Envision Wealth Planning Inc.
KS

Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator

Performance Insights, Inc. | Paragon Resources, Inc. | MapMyStrengths.com
President
ND

Nandita Das, PhD, CFA, CFP®, EA, RICP®

Delaware State University
Associate Professor of Finance
RH

Robert Huebscher

Advisor Perspectives, Inc.
CEO
RL

Robert Laura, CPRC, AAMS, CMFC, CRPC, CKA

Wealth & Wellness Group
Founder and President
RM

Robert Mauterstock, Jr., CFP®, CLU, ChFC, CLTC

Plan4life, LLC
Partner and Cofounder
SE

Sarah E. Dale, Certified Generations Professional DISC U Motivators Navigator certified

Performance Insights, Inc. | Know No Bounds, LLC
Partner | President & Founder
SK

Sheelah Kolhatkar

SB

Stephanie Bogan

Educe, Inc. and Limitless Adviser Coaching Program
CEO Coach and Business Strategist
SJ

Stephanie J. Lee, CFP®

East Rock Financial Services, LLC
Principal Advisor
WP

Wade Pfau, PhD, CFA

The American College for Financial Services
Professor
WD

William Droms, CFA

Georgetown University
Powers Professor of Finance Emeritus
WR

William Reichenstein, PhD, CFA

Social Security Solutions, Inc. and Reitree, Inc.
Head of Research