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This is information for 2018 left up for reference. Once we develop the information for 2019, we will update it accordingly.

2018 Schedule

Conference registration begins at 3:00 p.m. on Thursday, April 19th, with the first session at 3:30 p.m.

The conference concludes 11:30 a.m. on Saturday, April 21st.

Thursday, April 19th, 2018

Based on the many requests received since our 2017 Conference, the first afternoon will focus on the brokerage and custodial services available through SSG. We’ll offer two concurrent, then repeated sessions on two main subjects: NetX360 and Operational Services.

  • 3:30 – 4:30 p.m. – Workshop on NetX360, learn about all of the tools and services available through the account administration and trading platform.
  • 3:30 – 4:30 p.m. – Workshop on Operational Services, including new accounts and account transfers processing, cash disbursements and distributions, retirement plan services, and much more.
  • 4:45 – 5:45 A repeat of both sessions so you can attend one, then the other.
  • 5:45 – 7:30 Reception in the Exhibitor Halls with plenty of good food and drinks!

Friday, April 20th, 2018

  • 6:30 – 8:00 a.m.  Breakfast in the Exhibitor Lounge
  • 7:00 – 7:50 a.m.  “Bond Portfolios: Build, Buy or Bewilder?” Panel session moderated by Paige Uher, Zeo Capital Advisors, CFP CE Eligible
  • 8:00 – 9:30 a.m. – Dan Skiles, President of SSG, followed by our keynote presenter, Brent Gleeson
  • 9:30 – 10:00 a.m. – Exhibitor Break in the Exhibitor Lounge with Morning Refreshments
  • 10:00 – 11:00 a.m. – Concurrent Breakout Sessions
    • “New Tax Laws: Opportunities & Pitfalls,” Sheryl Rowling, CPA/PFS, Principal, Rowling & Associates, CFP CE Eligible
    • “The Value of Being Different, “ Christopher M. Niemczewski, Managing Principal, Marshfield Associates
  • 11:15 – 12:15 p.m. -Panel Session with Geoffrey E. Brown, CEO of the National Association of Personal Financial Advisors (NAPFA) and Shannon J. Pike, CFP®, 2017 President, Financial Planning Association (FPA), moderated by Dan Skiles, president of SSG
  • 12:15 – 1:30 p.m. – Lunch outside on the Terrace overlooking Mission Bay
  • 1:30 – 2:30 p.m. -Panel Session (moderated by Bob Veres, Publisher of Inside Information)
    • Angie Herbers – Founder & CEO, FourPoint Consulting
    • Greg Friedman – Founder & CEO, Private Ocean
    • Tim Welsh – President, CEO & Founder, Nexus Strategy
  • 2:45 – 3:45 p.m. – Concurrent Breakout Sessions
    • “Unveiling the Unspoken Truth, The Financial Challenges Women Face During and After Divorce,” Stacy Francis, President & CEO, Francis Financial
    • “Choosing the Right Technology Resources for Your Business,” Dave O’Brien, Principal, Evolution Advisors
  • 3:45 – 4:15 p.m. – Exhibitor Break in the Exhibitor Lounge with Afternoon Refreshments
  • 4:15 – 5:30 p.m. – TED Talks by the Participating Technology Service Providers
  • 6:00 – 9:00 p.m. – SSG BEACH PARTY! With plenty of food, drink, and entertainment!

Saturday, April 21th, 2018

  • 7:00 – 8:00 a.m. – Breakfast in the Exhibitor Lounge
  • 8:00 – 10:00 a.m. – Ethics Training Session
    • “Ethics in Today’s World – 2018,” Presented by Peggy Doviak. This session fulfills the required two hours of ethics training.
  • 8:00 – 10:00 a.m. – Breakout Sessions
    • 8:00 – 8:55 a.m. – “Custody Rule Implications: Use of SLOAs and Other Asset Transfers,” Ericka Subieta, Vice President, NCS Regulatory Compliance, Pending CFE CE
    • 9:00 – 9:55 a.m. – “Global Best Practices on Risk Profiling and Suitability Standards,” Shawn Brayman, President & CEO, PlanPlus, Inc. Pending CFE CE
  • 10:00 – 10:30 a.m. – Final Exhibitor Break