Wednesday, March 11, 2026
8 AM – 9 AM Breakfast, Networking and introductions

9:00 AM Statement of Mission: Sara Grillo

9:05 AM OPEN

10:00 AM Learn from Some of My Mistakes with Kevin Estes, Advice-Only planner

10:30 AM Pods by Business Type (Flat Fee, Advice Only, Hourly)

11:15 AM Break

11:30 AM Adding Tax Prep to your Practice: Pros and Cons with Dwight Dettloff, CPA/PFS, CFP®

12:00 PM Lunch at Boulevard Grill at the Sheraton Four Points Hotel

1:00 PM How I successfully Raised Fees (panel) with Carol Acker, Andy Panko, Mike Staman, and Eileen Freiburger

1:30 PM Creating a Lifestyle Practice you & your clients will love with Thomas Duffy, CFP®

2:00 PM Break

2:15 PM I’m hitting the Capacity Wall, Now what do I do? with Chris Bauch

2:45 PM Open Discussion: “AI tactics for the Transparent Advisor” led by Daniel Bishop

3:15 PM Pods by US Geographic Region (West, South, Southeast, Northeast, Central)

3:45 PM Break/Group picture

4:00 PM Pods by Alphabetical Order (A thorough E, F through M, N through S, T through Z)

4:30 PM Open Discussion: “Flat Fee, Advice Only, and Hourly Tech Stack GOODIES”

5:00 PM Non-affiliated, independent dinner – participants coordinate themselves (note, the cost of dinner for each participant is not included in the ticket price)