AFS Annual Meeting 2018 has ended

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AFS Annual Meeting 2018

Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!

7:00am CDT

FPA® Ethics [CFP CE] Columbus A-F

8:00am CDT

FPA® First Time Attendee Orientation Grand Ballroom F FPA® New Planner Breakfast Comiskey

9:00am CDT

FPA® General Session: The Future is Behavioral [CFP CE] Grand Ballroom A-D

10:45am CDT

FPA® Academic Research Presentations (JFP/AFS), Part 1 [CFP CE] Michigan 3 FPA® Behavioral Finance Panel [CFP CE] Columbus A-F FPA® Best Practices for Retirement Income [CFP CE] Grand Ballroom F FPA® Cross-Border Estate Planning [CFP CE] Columbus K-L FPA® Electronic Trading and Blockchain: Yesterday, Today and Tomorrow [CFP CE] Columbus G-J FPA® International & Cross-Border Knowledge Circle Roosevelt 1AB FPA® The Retirement Holy Grail of Income & Growth [CFP CE] Grand Ballroom E

11:00am CDT

FPA® Financial Planning Challenge: Case Study Presentations Roosevelt 3AB

11:30am CDT

FPA® Exhibit Hall & Lunch Riverside Exhibit Hall

12:00pm CDT

FPA® Quick Start Session - Designing Workflow Efficiency for You and Your Firm Plaza Ballroom FPA® Quick Start Session - Leveraging Guaranteed Income through Commission-Free insurance [CFP CE] Columbus K-L

12:45pm CDT

FPA® Quick Start Session Plaza Ballroom FPA® Quick Start Session: What are You Doing to Retain Top Talent? Columbus K-L

1:15pm CDT

FPA® Mic v Mic: Risk Tolerance Assessment Discussion Riverside Exhibit Hall

2:00pm CDT

FPA® Academic Research Presentations (JFP/AFS), Part 2 [CFP CE] Michigan 3 FPA® Behavioral Economics and the Age of Socially Responsible Investing [CFP CE] Grand Ballroom F FPA® Plan for the 21st Century Retirement [CFP CE] Columbus G-J FPA® Public Policy & Regulation Knowledge Circle Roosevelt 1AB FPA® Tax Reform - The Final Edition [CFP CE] Columbus A-F FPA® The Future of Financial Planning: It’s a Small World After All [CFP CE] Grand Ballroom E FPA® The Role of Annuities in Wealth Management [CFP CE] Columbus K-L

3:15pm CDT

FPA® Quick Start Session Plaza Ballroom FPA® Quick Start Session - Successful Segmentation and Target Marketing Columbus K-L

3:30pm CDT

FPA® Applied Behavioral Economics Knowledge Circle Roosevelt 1AB FPA® Creating a Culture of Talent Development to Leverage Firm Growth Grand Ballroom F FPA® How to Grant Your Clients an Awesome Life [CFP CE] Grand Ballroom E FPA® Tax-Efficient Withdrawal Strategies for High-Income Taxpayers [CFP CE] Columbus A-F

4:00pm CDT

FPA® Quick Start Session - Telling Your Story with Authenticity and Conviction Plaza Ballroom FPA® Advanced Retirement Planning Techniques with Home Equity in Retirement [CFP CE] Columbus K-L FPA® Building an Audience: Top Strategies for Exponential Audience Growth Columbus G-J

4:45pm CDT

FPA® Academic Research Presentations (JFP/AFS), Part 3 [CFP CE] Michigan 3 FPA® Business Success Knowledge Circle Roosevelt 1AB FPA® Making the Most of Medicare: the Advisers' Guide [CFP CE] Grand Ballroom E FPA® Marketing to the Middle Columbus A-F FPA® Your HNW Strategy: What They Want, Now What You Know Grand Ballroom F

5:15pm CDT

FPA® The Future of Blockchain Columbus G-J FPA® Winning the Fight for Female Talent: How Firms Can Gain an Edge Columbus K-L

5:45pm CDT

FPA® Opening Reception - MUST HAVE FPA NAMETAG Riverside Exhibit Hall