5–8 PM
Registration/Information Desk Open

7 AM–7:30 PM
Registration/Information Desk Open
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7–8 AM
Breakfast with Exhibitors
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8–8:15 AM
Welcome and Opening Remarks
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8:15–9:15 AM
General Session 1: Market Signals—What the Financial Markets are Telling Us Now
Peter Ricchiuti, MBA | Tulane University
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9:25–10:35 AM
General Session 2: Washington Update—An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning
Andrew H. Friedman, JD | The Washington Update, LLC
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10:35–11 AM
Break with Exhibitors
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11 AM–12 PM
Concurrent Workshops

New Strategies in Alternative Investments
Scott D. Welch, MBA, CIMA^® | Fortigent, LLC

Adding Tail Risk as the Third Dimension in Asset Allocation
Ash Rajan, MBA | Merrill Lynch Global Private Client
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12–1 PM
Conference Luncheon
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1–2 PM
Concurrent Workshops

The Tools of Domestic and International Asset Protection
Elizabeth Schurig, JD | Schurig Jetel Beckett Tackett

The Brave New World of Wealth Management
Kristi Kuechler | Institute for Private Investors
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2:10–3:10 PM
General Session 3: Wealth Transfer and Family Dynamics
Charles W. Collier | Harvard University
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3:10–3:30 PM
Break with Exhibitors
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3:30–4:20 PM
Concurrent Workshops

Optimizing Clients’ Executive Compensation Opportunities
Tim Kochis, JD, MBA, CFP^® | Aspiriant

Dynamic Privately Held Businesses
Gregory F. Wilder, LLM, JD | Grant Thornton LLP
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4:30–5:30 PM
General Session 4: Red Flag Issues in Estate-Planning Strategies
James M. Duggan, JD, MBA | Duggan Bertsch, LLC
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5:30–7 PM
Reception with Exhibitors

7 AM–12:30 PM
Registration/Information Desk Open
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7–8 AM
Breakfast with Exhibitors
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8–9 AM
General Session 5: Economic and Market Outlook
Liz Ann Sonders, MBA | Charles Schwab & Co., Inc.
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9:05–10:20 AM
General Session 6: How Individual Investors’ Psychological Profiles Impact their Portfolios and Performance
Hersh Shefrin, PhD | Santa Clara University
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10:20–10:40 AM
Break with Exhibitors
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10:40–11:30 AM
General Session 7: 2010 Year-End Tax Planning Update
Robert S. Keebler, CPA, AEP, MST | Baker Tilly Virchow Krause, LLP
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11:40 AM–12:30 PM
General Session 8: Financial Intelligence—How to Make Smart, Value-Based Decisions with Your Money and Your Life (ethics)
Doug Lennick, CFP^® | Lennick Aberman Group
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12:30 PM
Conference Adjourns

1–4 PM
Optional Post-Conference Workshop: Branding Yourself for the High-Net-Worth Market
Peter Montoya