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
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
SPONSORS AND EXHIBITORS
Title Sponsors
Workshop Sponsors
Exhibitors
