Mitch Holthus, Voice of the Kansas City Chiefs, closed out the conference with powerful leadership takeaways from the Chiefs’ winning culture, reminding us that success often comes from unexpected sources. Michael Dixon, Director of Organizational Development, Pohl Consulting and Training Inc., shared practical strategies for strengthening client relationships through intentional management, retention efforts and service standards. Amy Florian, CEO, Corgenius, opened the third day with an impactful session on how to support clients through grief and crisis with professionalism, empathy and clarity. Jeff Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA, Chief Planning Officer at Buckingham Wealth Partners and Lead Financial Planning Nerd at Kitces.com, took the stage twice on Day 2. First to untangle the IRS 10-year rule and later to explore the pros, cons and complexities of naming a trust as an IRA beneficiary. 26
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