Date: Wednesday, September 12, 2018
Time: 8am to 12:30pm. (Registration at 7:40am; breakfast & mid-morning snack included)
Cost: $50 for non-members / Included in Membership
CE Hours: 4 hours
(1 CE hour) – Bradley Sagraves & Tommy Horst – Maximizing Business Deductions Under the New Tax Law
(2 CE hours) – Wade Pfau – New Research in Retirement Income and Reverse Mortgages as Part of a Financial Plan
(1 CE hour) – Dr. Donald J Bruce – Economic Update
About Wade Pfau, Ph.D., CFA
Dr. Wade D. Pfau, CFA®, is a Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services. He is also a contributor to the The College’s Retirement Income Certified Professional® (RICP®)
designation program curriculum.
Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.
Dr. Pfau was a selectee for the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine’s Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services.
Dr. Pfau holds a doctorate in economics and a master’s degree from Princeton University, and Bachelor of Arts and Bachelor of Science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).
Click here to learn more about Wade Pfau: https://retirementresearcher.com/
Secure the Best Possible Conference Rate – Register Before July 13!
RON CARSON, CFP®, ChFC®
*Founder and CEO, Carson Group*
Ron Carson is one of the most celebrated and respected financial advisers and executives in the industry. In addition to serving as CEO of Carson Group (including Carson Wealth, Carson Group Coaching, and Carson Group Partners), he has also founded an RIA think-tank study group and a leading wealth management consultancy, is a member of the CNBC Financial Advisor Council and a New York Times bestselling author.
C. DANIEL CROSBY, Ph.D.
*Psychologist and Behavioral Finance Expert*
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to the creation of behavioral FinTech. In the summer of 2016, Dr. Crosby released his latest book, The Laws of Wealth, which was subsequently named the best investment book of the year by the Axiom Business Book Awards.
JOE DAVIS, Ph.D.
*Global Chief Economist, Vanguard *
Dr. Joe Davis is Vanguard’s global chief economist and head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm’s investment methodologies and asset allocation strategies for both institutional and individual investors. In addition, he is a member of the senior portfolio management team for Vanguard Fixed Income Group. A frequent presenter, he has also published studies on a variety of macroeconomic and investment topics in leading academic journals.
*Program Designer and Lead Facilitator, Second City Works*
Robyn Scott earned her degree in Addiction Studies from Texas Tech University, and is a member of The Screen Actors Guild and The Actors’ Equity Association. Since graduating from the Conservatory at The Second City, she has performed with improv ensembles throughout Chicago and in many sketch comedy festivals. As program designer and lead facilitator for Second City Works, she has been featured widely in the national media. Robyn also serves as a private executive presence coach.