Time Topic/Activity Speaker(s)
7:30am - 8:00am Breakfast and Sign in
7:55am - 8:00am Welcome
8:00am - 8:50am TBD TBD
9:00am - 9:50am R&D Tax Credit Deep Dive: Potentials & Pitfalls Tiffany Bisconer, Emplifi Consulting, LLC
10:00am - 10:50am Financial Education and AZ529 Education Savings Plans Arizona State Treasurer Kimberly Yee
11:00am - 11:50am Market/Economic Update Heritage Financial Strategies Team
11:50pm - 1:00pm LUNCH
1:00pm - 1:50pm TBD TBD
2:00pm - 2:50pm TBD TBD
2:50pm - 3:10pm BREAK - Refreshments provided
3:10pm - 4:00pm TBD TBD
4:00pm - 4:50pm TBD TBD
4:50pm - 5:00pm Wrap up and CPE Certificate Distribution
7:30am - 8:00am Breakfast and Sign in
7:55am - 8:00am Welcome
8:00am - 8:50am TBD TBD
9:00am - 9:50am R&D Tax Credit Deep Dive: Potentials & Pitfalls Tiffany Bisconer, Emplifi Consulting, LLC
10:00am - 10:50am Financial Education and AZ529 Education Savings Plans Arizona State Treasurer Kimberly Yee
11:00am - 11:50am Market/Economic Update Heritage Financial Strategies Team
11:50pm - 1:00pm LUNCH
1:00pm - 1:50pm TBD TBD
2:00pm - 2:50pm TBD TBD
2:50pm - 3:10pm BREAK - Refreshments provided
3:10pm - 4:00pm TBD TBD
4:00pm - 4:50pm TBD TBD
4:50pm - 5:00pm Wrap up and CPE Certificate Distribution
