The Odd Couple

Name: The Odd Couple
Start: 2026-11-09T14:20
End: 2026-11-09T15:10
Location: The Ritz-Carlton Orlando, Grande Lakes

PLANADVISER 360 2026 · 9 November 2026 · 14:20–15:10

The Odd Couple was a session at PLANADVISER 360 2026 on 9 November 2026 in Orlando, with 4 speakers on record.

Speakers

Kelli Send — Moderator Co-Founder, SVP Financial Wellness Services, Francis LLC
Phil Sherman — Panelist Founder, Lead Advisor, FoxHedge Advisors
Leah Sylvester — Panelist Executive Partner, President - Retirement Plans, Shepherd Financial
Meghan Wojton — Panelist VP, Advisor Consultant, Fidelity Investments