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Home > Schedule > Summary of Events
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Monday, November 9
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| 8:30 am – 11:30 am |
Powerful Strategies for Managing
Money with ETFs*
(PAID) |
| 9:30 am – 12:30 pm |
Senior Suitability: Regulations,
Problems, & Solutions*
(PAID) |
| 11:00 am – 6:30 pm |
Registration Desk Open |
| 2:15 pm – 4:30 pm |
Opening Ceremonies |
| 4:30 pm – 6:30 pm |
Welcoming Reception in Exhibit Hall |
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Tuesday, November 10
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| 7:00 am – 6:30 pm |
Registration Desk Open |
| 8:00 am – 8:45 am |
Sponsor Presentations |
| 8:45 am – 11:15 am |
Exhibit Hall Open |
| 9:45 am – 12:30 pm |
Interactive Panels |
| 12:45 pm – 1:30 pm |
Sponsor Presentations |
| 1:45 pm – 3:00 pm |
Interactive Panels |
| 3:00 pm – 6:30 pm |
Exhibit Hall Open |
| 4:00 pm – 5:00 pm |
Special Address by Ned Davis |
| 5:00 pm – 6:30 pm |
Networking Reception in the Exhibit Hall |
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Wednesday, November 11
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| 7:30 am – 2:30 pm |
Registration Desk Open |
| 8:00 am – 8:45 am |
Sponsor Presentations |
| 8:45 am – 12:15 pm |
Exhibit Hall Open |
| 9:00 am – 10:15 am |
Interactive Panels |
| 11:30 am – 12:30 pm |
Interactive Panels |
| 12:45 pm – 1:45 pm |
Don Phillips’ All-Star Panel |
| 2:00 pm – 3:00 pm |
Closing Keynote Address by Steve Forbes |
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(PAID) You must purchase tickets for these events.
*The CFP Board of Standards has approved a total of 16.5 CE credits for
the entire program. An advisor has to attend all CE-credits-eligible sessions,
including a pre-symposium paid intensive, to earn this maximum number. |
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The Peabody Orlando

Contemporary, convenient, and limited availability. Luxuriate in the modern comforts of The Peabody Orlando.
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