2018 Conference Speakers

Our 2018 FA Conference Speakers

Click on the photo to download their presentation

**REMINDER: These presentations are for professional use only and may not be distributed, copied or altered without written permission**

Main Stage Presenters

Trust and Financial Advice

Ryan Donohue, Vanguard

The Washington Update

Susan Olson, Natixis Investment Managers

Anatomy of a Recession

Damon Novelli, Legg Mason

Responsible Investing is Good Business

Paul Nicely, Eaton Vance

Seeing How We Think

Kate Livingston, Amundio Pioneer

Five Industry Trends

Michael Kitces, XY Planning Network


Unleashing Operational Alpha

John Choate, Janus Henderson Investors


Breakout Sessions

By Design Not Default - The Elite Advisory Practice

Casey McFarland, Principal Funds

Why Flexibility Matters

Chuck Mitsakos, Jr., American Funds

Social Security - Choice of a Lifetime

Troy Simmons, Nationwide

Growing After-Tax Wealth

Rob Kuharic, Russell Investments

Concentrated Wealth at Work

Abram Claude, Columbia Threadneedle

Liquidity without Liquidation

Andrew Brick, The Bancorp

Resetting Return Expectations

Vince Calvanese, FS Investments

Retire with Purpose

Tracy Predmore, Jackson National

International Small Cap

Jeff Ingraham, Manning & Napier

Griffin Capital Platform

Scott Dixon, Griffin Capital

Request Additional Information

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For additional information email Tiffany Cote or April Smith using the form found above or call (360) 866-2345 ext. 439