Friday, September 25th
EXTRACURRICULAR ACTIVITY
Wagon Wheel Tennis & Pickleball Center
950 Creekview Drive
Coppell, TX 75019
9:00 AM - Noon
Pickleball*
COMMUNITY
Grapevine Convention Center
1209 S. Main Street
Grapevine, TX 76051
1:30 - 2:00 PM
Registration
2:00 PM
Welcome
Roger Whitney
2:05 - 3:05 PM
Community Get Together
Mark Ross & Roger Whitney
3:05 - 3:15 PM
Break
3:15 - 4:15 PM
Gathering Groups
First Timers Club with Kevin Lyles & Kevin Sebesta
Just Retired or Almost There with Roger Whitney & Mark Ross
Long-Timers Lounge with Andy Panko & Troy Katterheinrich
Women's Group with Tanya Nichols & Susan Lee
4:15 - 6:00 PM
Meet & Greet
* Indicates an extracurricular activity not part of the Roundup, but all are welcome to join.
Saturday, September 26th
Focus on the 20% That Matters Most
EXTRACURRICULAR ACTIVITY
Marriott Courtyard Dallas DFW Airport North/Grapevine
2200 Bass Pro Court
Grapevine, TX 76051
6:30 - 7:30 AM
Morning Walk with Kevin Sebesta*
CONFERENCE
Grapevine Convention Center
1209 S. Main Street
Grapevine, TX 76051
8:00 - 8:30 AM
Registration
Doors open at 8:00 AM
-
8:30 - 8:45 AM
Welcome & Housekeeping
Nichole Mills
-
8:45 - 9:30 AM
VISION
Live a Pareto Retirement
Roger Whitney
-
9:30 - 9:45 AM
Break
-
9:45 - 10:45 AM
FEASIBLE
Keynote: A Conversation with Christine Benz
Christine Benz & Mark Ross
-
10:45 - 11:00 AM
Break
-
11:00 - Noon
BREAKOUT SESSION #1
RESILIENT
Setting Up Family for Financial Success
Paul Merriman & Roger Whitney
MINDSET
How to Nurture a Positive Mindset as You Age
Kevin Lyles & Kevin Sebesta
FEASIBLE
Fun Bucket Accountability in YNAB
Troy Katterheinrich & Tanya Nichols
RELATIONSHIPS
Community Room with Christine Benz
Mark Ross
-
Noon - 2:00 PM
Lunch (on your own)
AFTERNOON
2:00 - 3:00 PM
OPTIMIZE
Keynote: A Conversation with Paul Merriman
Paul Merriman & Kevin Lyles
-
3:00 - 3:15 PM
Break
-
3:15 - 4:15 PM
BREAKOUT SESSION #2
ENERGY
Core Activities for Building Energy as You Age
Ben Fudge & Bobby DuBois
RESILIENT
Pareto Tax Planning
Andy Panko & Roger Whitney
FEASIBLE
A Guide for the Non-Financial Mind
Christine Benz & Tanya Nichols
RELATIONSHIPS
Community Room with Paul Merriman
Kevin Lyles
-
4:15 - 4:30 PM
Break
-
4:30 PM
Closing Remarks
Roger Whitney
* Indicates an extracurricular activity not part of the Roundup, but all are welcome to join.
Sunday, September 27th
Living a Pareto Retirement
EXTRACURRICULAR ACTIVITY
Marriott Courtyard Dallas DFW Airport North/Grapevine
2200 Bass Pro Court
Grapevine, TX 76051
6:30 - 7:30 AM
Morning Walk with Kevin Sebesta*
CONFERENCE
Grapevine Convention Center
1209 S. Main Street
Grapevine, TX 76051
8:30 - 8:45 AM
Welcome / Recap
Nichole Mills
-
8:45 - 9:30 AM
ENERGY
Keynote: Building Energy for Retirement with Ben Fudge
Ben Fudge & Roger Whitney
-
9:30 - 9:45 AM
Break
-
9:45 - 10:30 AM
BREAKOUT SESSION #1
RESILIENT
Mastering Your Investor Behavior
Paul Merriman & Andy Panko
VISION
Defining Your Big Yes’s
Roger Whitney & Mark Ross
FEASIBLE
How to Pareto Your Plan
Tanya Nichols & LauraLee Raukar
RELATIONSHIPS
Community Room with Ben Fudge
Kevin Sebesta
-
10:30 - 10:45 AM
Break
-
10:45 - 11:30 AM
BREAKOUT SESSION #2
RESILIENT
How to Manage Long-Term Care Risk
Christine Benz, Bobby DuBois & Mark Ross
VISION
The Family Fun Bucket (The Art of Giving)
Roger Whitney & Kevin Lyles
RESILIENT
Creating a Retirement Paycheck
Tanya Nichols & Kevin Sebesta
RELATIONSHIPS
Community Room
Nichole Mills
-
11:30 - 11:45 AM
Break
-
11:45 - 12:30 PM
The RRC in 2027
Roger Whitney
-
12:30 - 12:45 PM
Break
-
12:45 - 2:00 PM
Overtime with Kevin
Kevin Sebesta
* Indicates an extracurricular activity not part of the Roundup, but all are welcome to join.
Meeting Rooms
*Conference rooms for sessions will be assigned closer to the Roundup.