Sessions
Welcome Session
9:00 AM - 10:00 AM Thu
Dangerously Unconventional Risk Management: NOT on the CFP® Exam
11:30 AM - 12:30 PM Fri
Celebrating nearly two decades as an Advice-Only Financial Planner, Red is deeply fulfilled by helping families realize their dreams. Distinct from a broker, Red adheres to a strict Fiduciary Standard, ensuring his sole commitment is to the interests of the families he serves.