In-person event

FPA of Greater Kansas City 2025 Symposium

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Embassy Suites - Olathe

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


(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
Sponsored by

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)
Sponsored by

Ever-Evolving Landscape for Defined Contribution Plans 
Bonnie Treichel, JD Founder and Partner, Endeavor Law and Endeavor Retirement
Marko Ungashick, CEO Two West Advisors 
Tim Jansen CFP®, QKA, CPFA 
Sponsored by

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
Sponsored by

From Advisor to CEO: Being Someone’s Succession Plan
Nick Gertsema, CFP®, ChFC®, RICP®, AIF®
Sponsored by

Planning with Purpose: Philanthropy as a Bridge Across Generations
George Fernandez MBA, CPBC, CFP®
Sponsored by

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
Sponsored by

Maximizing Wealth: Strategic Planning for Equity Compensation Success
Will Bohne, CFP®
Sponsored by

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
Sponsored by

Practitioner Insights from Current Financial Planning Research
Jason Anderson
Sponsored by

Turning Estate Plans Into Results: What Attorneys Rely on Financial Advisors to Deliver
Susan Sposato, JD
Sponsored by

Allianz

3:00                        Closing Sessions

4:00                        Reception with Exhibitors

 

Continuing Education

 All sessions have been approved for CFP and Kansas Insurance 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