Join us for a day of learning, networking, and inspiration!
- Hear from Keynote Speaker Carl Richards!
- Earn up to 17 hours of CE credits, including a super CE session for 13 hours before the main conference.
- Network and build lasting relationships over lunch, drinks, and between sessions with fellow CFPs.
- Discover the latest trends, insights, and best practices for your clients and your practice.
- Limited Space for the VIP Luncheon with Carl!
Schedule of Events
7:00-8:00 am Exhibitor setup and Registration
7:00-8:00 am Super CE Sponsored by John Hancock
(please note you must be registered for Symposium and sign up for the Super CE)
7:30- 8:30 am Continental Breakfast with Exhibitors
8:30 -9:30 am Keynote: Your Money: Reimagining Wealth Through Simple Sketches - Carl Richards
9:30-10:30 am Breakout Sessions:
Active? Passive? The Wrong Questions Fiduciaries Are Asking
Rob Harvey, Dimensional Funds
Beautiful …. And Not So Beautiful …. Tax Changes In The One Big Beautiful Bill – What Every Adviser Needs to Know - Julie Welch, CPA, PFS, CFP®, AEP (Distinguished)
Ever-Evolving Landscape for Defined Contribution Plans
Bonnie Treichel, JD Founder and Partner, Endeavor Law and Endeavor Retirement
Marko Ungashik, CEO Teo West Advisors
Tim Jansen CFP®, QKA, CPFA
10:30-10:45 am Partner Pairings and Exhibit Break
10:45-11:45 am Breakout Sessions:
Welcome to Plus +: Unlocking Private Markets Through Public + Private Investing
Siobhan Broadbery, Capital Group
From Advisor to CEO: Being Someone’s Succession Plan
Nick Gertsema, CFP®, ChFC®, RICP®, AIF®
Philanthropy
George Fernandez MBA, CPBC, CFP ®
11:45 – 12:45 Lunch, Exhibitors and VIP luncheon with Carl Richards
12:45 – 1:45 pm Breakout Sessions:
What Are Private Market Co-Investments and Why Should Advisors Care?
Christian McCormick
Meketa Capital
Maximizing Wealth: Strategic Planning for Equity Compensation Success
Will Bohne, CFP®
Turning Student Loan Stress Into Client Loyalty
David Gourley
1:45 - 2:00 pm Partner Pairings and Exhibit Break
2:00 - 3:00 Breakout Sessions:
Active ETFs: The Next Evolution of ETFs
Michael Swank, American Century
Practitioner Insights from Current Financial Planning Research
Jason Anderson
Estate Planning
Susan Sposato
3:00 Closing Sessions
4:00 Reception with Exhibitors
Continuing Education
All sessions have been approved for CFP CE.
Keynote Speaker
Carl Richards, The Sketch Guy Author
Your Money: Reimagining Wealth Through Simple Sketches
In this engaging and thought-provoking session, financial professionals will explore the critical tensions that shape advisor-client relationships and influence financial decision-making. Carl Richards, renowned for his New York Times sketches and behavioral insights, will guide advisors through an interactive discussion, helping them move beyond rigid planning to a more adaptable, client-centered approach. Using a selection of 7 to 12 curated sketches, this session will examine key challenges, such as:
- Purpose vs. Goals – How to align financial plans with a client’s deeper values, ensuring long-term engagement.
- Precision vs. Adaptability – Why financial planning should be seen as an ongoing process, not a static document, and how to navigate uncertainty with confidence.
- Facts vs. Emotions – The role of behavioral biases in financial decision-making and how to use empathy to strengthen trust and communication.
Next Steps
- Sign up before July 25 for a discounted early pricing!
- Select the VIP Luncheon before space is filled. The proceeds benefit our scholarship fund!
- Share your registration on LinkedIn and invite your fellow planners to join you at the conference!
We look forward to seeing you at the Symposium!
SPONSORSHIP AND EXHIBITING OPPORTUNITIES
