Wicked Good Talks Conference – June 9-10, 2022

Wicked Good Talks
Sea Crest – Falmouth, MA
June 9 – 10, 2022
Booking at Sea Crest
Book your room at the Sea Crest Beach Hotel today. To make a reservation please call 800-225-3110 and reference the Financial Planning Association to receive a special discount room rate
Schedule
June 9th: Beginning at noon
- 9 Holes of Golf at Brookside Club
- Scenic bike ride on The Shining Sea Bikeway
- Welcome Reception at the Sea Crest Beach Hotel to Follow
June 10th:
- 7:00 AM Registration/Exhibits/Breakfast
- 7:30 to 9:10 AM CFP Professional Ethics with Bonnie Kirchner
- 9:10 to 9:30 AM Breakfast check in continued/exhibits open
- 9:30 to 9:45 AM Welcome FPANE President – Shaun Erickson
- 9:45 to 10:00 AM Membership Update – Karen Van Voorhis
- 10:00 to 10:50 AM Economic Update with Dr. David Kelly
- 11:00 to 11:50 AM The Coming Surge In Diminished Capacity Cases and What Wealth Management Firms Can do to Protect Their Clients and Themselves with Dr. Chris Heye
- 11:50 to 12:00 PM Partners Shorts
- 12:00 to 1:00 PM The Human Experience of Money with Dr. Brian Portnoy
- 1:00 to 2:00 PM Lunch
- 2:00 to 2:50 PM Strategies to Help Families Pay for College with Cozy Wittman
- 2:50 to 3:40 PM TAMP Panel
- 3:40 to 4:00 PM Exhibitor Break
- 4:00 to 5:00 PM Building Wealth with Cryptocurrency with Tyrone Ross Jr.
- 4:50 to 5:00 PM Closing Remarks and Prize Winner Announcement