2021 Conference Program

Thursday August 5, 2021

Virtual (Via Zoom) Koi Pond Gathering 

Traditionally, we start our Roundup each year by gathering at the Koi Pond to mingle, introduce ourselves, and then debate “The Question”. The first evening is an excellent icebreaker and welcome to the whole shebang.  The Question changes every year and a lively conversation is encouraged. This event is always a chance to share snacks & libations together and participants are welcome to follow this tradition in the Zoom environment.


4:00pm to 4:30pm

Happy Hour – Social visiting and informal “hellos”

4:30pm – 5:15pm

Moderated introductions / conversations

5:15pm – 7:15pm

The Question – moderated discussion



Friday, August 6, 2021

Join us on a “virtual wagon train” of ideas, discussions, inspirations and maybe even a few surprises.


9:45am to 11:00am

Point, Counterpoint: Inflation


Speaker: Adam Schickling (Vanguard)


Moderator: Jeff Lambert


Will recent price increases continue or will the Fed succeed in achieving its long-run inflation target?  A moderated panel with interchange with attendees to explore the outlook for inflation and the economic indicators supporting that view

11:15am to 12:30pm

Trust Documents Uncovered: Legal and Planning perspectives from the trenches


Speakers: Emily Buchbinder & Ted George




Estate planning is an essential component of long-term financial planning. The rubber meets the road with estate planning documents, especially the trust document. This seminar will provide the perspective and skills required to understand trusts and support your clients more effectively.

You will learn about the various revocable trust structures, how they work, and how to identify the type of trust your client has and why. You will also learn how to apply this knowledge as a financial planner and work collaboratively with estate planning attorneys.

1:15pm to 2:30pm

Motivational Interviewing – How to Transform Financial Plans into Client Actions


Speaker: Ju-Lu Huang Kuo  


As advisors, we do not just want to provide advice; we want to MAKE A DIFFERENCE. To transform a financial plan into action towards a client’s financial vitality.  At the end of the day, nothing would make us happier than to hear a client exclaim “I made it happen!”

Join Ju-Lu Huang Kuo as she teaches how we can use Motivational Interviewing to engage our clients, focus on their targeted behaviors, and evoke their inner motivation to inspire positive change.

2:45pm to 4:00pm

The Growing Insurance Crisis in CA and Common Coverage Gaps (P&C Insurance)


Speaker: Brian Trouette  


The Growing Insurance Crisis in CA and Common Coverage Gaps

What coverage do I need and when should I use it? Our clients work their whole lives to build a nest-egg to last them throughout their retirement, and gaps in insurance can easily become an Achilles Heel to a well-rounded financial plan. Moreover, making numerous small claims may lead to insurers dropping clients in less-competitive insurance markets. Leaving them un(der)insured when they could need the coverage most. Even if we are not in the business of selling insurance, we need to be helping our clients ask the right questions of their agent. As wealth grows, so too does the need for increased coverage. Join Brian Trouette as he explains the common blind spots of P&C insurance that we as advisors and planners should be thinking about to better serve our clients.

4:15pm to 5:15pm

Wisdom in Our Midst – smaller 1 hr groups


This will be a free-wheeling session composed of Roundup participants exploring questions that have been submitted by the other participants on any planning-related topic.

5:15pm to 5:45pm

Happy Hour “Hoedown” Meeting. Un-moderated social time.

5:45pm to 6:15pm

Closing comments  and voluntary individual comments/shares

Join Us!

  • Thank you for attending our most recent conference. The next Conference will be announced soon!

Roundup Flyer