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!
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!