Hosted at American Century Investments | May 1, 2026

9:00 – 10:00 AM — Registration, Breakfast & Networking

10:00 – 11:00 AM — Opening Session

• Introduction — Jordan Priddy
• Active ETFs: The Next Evolution of ETFs – Michael Swank, CFA, MBA
• Individual Introductions & Ice Breakers — Meghan Hein
• Small Group Assignments – Jordan Priddy

11:00 – 11:10 AM — Break

11:10 AM – 12:00 PM — First Small Group Session

• Martin Seay — PERMA / Positive Psychology in Financial Planning
• Matt Boersen — Proactive Tax Advice for Those Retiring Before Age 65: The Three Stages of Retirement Tax Planning
• Derek Lawson — Navigating Your Career in Financial Planning & the Evolution of an Advisor
• Dennis Moore — Volunteer Involvement and Career Impact: Examples from the CEO of FPA
• Kristen Buchman — How to Run a Great Client Meeting When You’re Not the Lead Advisor

12:00 – 1:00 PM — Lunch

1:00 – 2:00 PM — Large Group Q&A Panel

2:00 – 2:15 PM — Break

2:15 – 3:15 PM — Second Small Group Session

• Martin Seay — Industry Trends, CFP® Hiring, and the Job Landscape
• Matt Boersen — Building Confidence in the Ability to Retire: Handling the Emotional Aspects of Clients Entering Retirement
• Derek Lawson — Financial Planning from a Business Owner’s Perspective
• Dennis Moore — Exploring FPA: Understanding the Strategic Plan and Career Impact
• Kristen Buchman — Different Perspectives: A Conversation Between Two CFP® Siblings

3:15 – 3:20 PM — Break

3:20 – 4:20 PM — Closing Large Group Session

• Group Wrap-Up
• Key Takeaways
• Idea Harvesting
• Implementation as a Cohort

6:00 PM — Dinner at County Road Ice House

8:00 PM — Kansas City First Fridays Social Outing

• Join us to explore local food and drink spots during Kansas City’s First Fridays event.

This event is approved for 7 hours CFP CE.