Online registration is open through 5pm June 23rd.
Agenda
- 7:45 AM - 8:15 AM - Check in and networking opportunities - breakfast buffet opens at 7:45
- 8:15 AM - 8:45 AM - Welcome & Announcements, Sponsor Spotlights
- 8:45 AM - 10:15 AM - CE Presentation: The Integrative Wealth Approach
CE Credits
1.5 CFP, 1.5 CPA, 1.5 CIMA CE credits. You will be asked to sign in when you arrive in order to be eligible for credit. FPA DFW will report all CE credits to the CFP Board within 5-7 days following the event.
Chapter Meeting Topic & Speaker
The Integrative Wealth Approach: A New Lens for Aligning Money, Meaning, and the Human Experience of Wealth
Breanna Rae Blaney, Founder & CEO, Anya Institute for Human Revolution
1.5 CFP, CPA, CIMA CE
Today’s clients aren’t just asking, “Will I have enough?”
They’re asking deeper questions: "Will my life reflect who I truly am? Will my wealth support the life I actually want to live?"
Traditional advice models focus primarily on asset accumulation. Yet financial professionals have the opportunity to create something far more impactful: integrative wealth.
This experience introduces a more comprehensive approach to wealth that integrates financial strategy with identity, purpose, and overall wellbeing. Rooted in behavioral science, human development, and ancient wisdom, the Integrative Wealth Approach equips advisors to move beyond planning for money alone and begin guiding clients toward alignment between their resources and their lives.
Key Topics
- The Integrative Wealth Approach: how money fits into the broader human system
- What people are actually seeking when they pursue wealth
- The relationship between money, wellbeing, and fulfillment
- Aligning financial strategy with purpose, values, and life design
- Insights from behavioral science on fulfillment and decision-making
- Practical ways advisors can begin applying this approach with clients
Meet the Speaker
Breanna Rae Blaney is a speaker, educator, and founder of the Anya Institute for Human Revolution, pioneering the field of integrative human development. Her methodology bridges ancient wisdom with modern life, creating an integrated approach to human evolution that leaders can use to transform their decisions, teams, and lives.
With a decade of experience in finance and over 1,000 hours of training in Yoga and Ayurveda, Breanna is redefining wealth by integrating identity, psychology, energetics, and business. She is the creator of the Integrative Wealth Advisor Certification, the Anya Meditation Method, and the Human (R)evolution methodology. She leads the Revolutionary Wealth movement, reshaping the cultural dialogue on money, power, and purpose.
Breanna also hosts the Self (R)evolution Podcast and formerly served as Vice President and Director of Life, Invested at Dimensional Fund Advisors.
Thank you to our platinum partner spotlights!
