DBJ: Cryptocurrency, tax reform, retirement planning among topics at Wright State symposium


Michael Fink, dean and chief academic officer at The American College of Financial Services.

Bitcoin and cryptocurrency, tax reform and retirement planning are just a few of the topics nationally known experts will present this week at a symposium hosted by Wright State University.

The fourth-annual Leading Innovation and Finance Today and Tomorrow (LIFT2) Symposium will be held from 8 a.m. to 6 p.m. Friday at the Wright State Student Union.

Keynote speakers for the event are Michael Finke, dean and chief academic officer at The American College of Financial Services and an expert in retirement income planning, along with Gary Wagner, vice president and senior regional officer at the Cincinnati branch of the Federal Reserve Bank of Cleveland. Wagner is responsible for managing the Reserve Bank’s regional stakeholder relationships in central and southern Ohio, as well as eastern Kentucky.

Wagner will begin the symposium by discussing the vast economic data considered by the Federal Reserve, and will focus on meaningful trends and forecasts for domestic and global economic growth.

Finke will hold a breakout session about retirement income planning, followed by a keynote speech during lunch. His speech will include a discussion on trends in longevity, new research on the stages of retirement, spending, time and use patterns, as well as life satisfaction.

Alan Moore, a certified financial planner and founder of XY Planning Network, which serves clients in generations X and Y, commended the symposium for its “organization and attention to detail.”

“This is probably the biggest and most well put-together symposium that I’ve done at a university level,” said Moore, a returning LIFT2 speaker. “This is very much a full-fledged conference at a university, which is not typically what you see.”

Additional sessions during the symposium include: “Recruit, Train, Retain: Leveraging NextGen Talent to Secure Your Firm’s Future” by Moore; “Everything You Need to Know About Social Security” by Theresa Busher, a public affairs specialist for the Social Security offices of Greater Dayton and Springfield; “Tax Reform and its Impact” by Robert Keebler, a partner with Keebler and Associates tax planning; and “Bitcoin and Cryptocurrency” by Greg Merideth, who runs Brixey and Meyer’s Business Advisory Services team.

Registration is $25 for students, $125 in advance for the general public, and $150 for those who register the day of the symposium. The program schedule and registration information is available at wright.edu/event/lift-symposium.

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