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 AM – 8:00 AM – Exhibitor setup and Registrations
7:00-8:00 - Super CE Sponsored by John Hancock (please note you must be registered for Symposium and sign up for the Super CE)
8:00 – 8:30 – Continental Breakfast with Exhibitors
8:30 – 9:30 Keynote: Carl Richards
9:30-10:30 – Breakout Sessions:
10:30 – 10:45 – Partner Pairings and Exhibit Break
10:45 – 11:45 – Breakout Sessions:
11:45 – 12:45 – Lunch, Exhibitors and VIP luncheon with Carl Richards
12:45 – 1:45 – Breakout Sessions:
1:45 - 2:00 – Partner Pairings and Exhibit Break
2:00 - 3:00 Breakout Sessions:
3:00 – 4:00 – Closing Session
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!
- Look for additional updates in July to help plan your breakout session choices.
- 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
