Join us for a day of learning, networking, and inspiration!
- Learn from two of the most influential and respected experts in the financial industry: Barry Ritholtz and Christine Benz.
- 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 Barry and Christine!
Tentative Schedule
7:15-8:15 a.m. Super CE
8:00 a.m. Continental Breakfast with Exhibitors
8:30 a.m. Keynote: Barry Ritholtz
9:30 a.m. Breakouts
10:20 a.m. Break with Exhibitors
10:40 a.m. Breakouts
11:30 a.m. Break with Exhibitors
11:50 a.m. Lunch and VIP Luncheon
12:40 p.m. Break with Exhibitors
1:00 p.m. Breakouts
1:50 p.m. Break with Exhibitors
2:10 p.m. Breakouts
3:00 p.m. Break with Exhibitors
3:10 p.m. Keynote: Christine Benz
4:10 p.m. Reception
Keynote Speakers
Navigating Financial Disasters will illustrate the perils of wealth using entertaining stories he has gathered over his career.
Barry Ritholtz: CIO of Ritholtz Wealth Management and host of the Bloomberg Masters in Business Podcast.
Retirement Spending in 2024 – Actionable Trends for your Clients Financial Plan will address the latest research on retirement spending, highlighting the key lessons from the latest research trends.
Christine Benz: Director of Personal Finance at Morningstar and one of the 100 most influential women in finance.
Next Steps
- Sign up before July 26th for a discounted early pricing!
- Select the VIP Luncheon before space is filled. The proceeds benefit our scholarship fund!
- Register separately for the morning Super CE session, “The Advisor’s Guide to IRAs” using this link. Register Here for Super CE
- 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!