9:00 am
Opening Remarks with Stephanie Trexler, MS, CFP®
9:30 am
Josh Brown
10:00 am
Colin Overweg, CFP® and Justin Castelli, CFP®
Standing Out: Unconventional Strategies for Personal Branding
11:00 am
Dr. Megan McCoy Ph.D., LMFT, AFC®, CFT-I™ and Ian Bloom, CFP®, RLP®
Unpacking the Psychology of Financial Planning
12:00 pm Breakouts:
Melissa Walsh, CFA®, CFP®, AIF® and Cody Garret, CFP®
The Launch Point: When and How to Start Your Firm
*****
Emma Cramm, CFP® and Calvin Wiersma, MST, CFP®
Entering the World of Established Firms
1:00 pm Breakouts:
Brett Danko, CFP®
Mastering the CFP Journey
*****
Hannah Moore, CFP®, CFT-I™
Charting your Financial Planning Career Path
2:00 pm
Cathy Curtis, CFP®
Navigating Financial Success: A Client's Onboarding Journey
3:00 pm
Stephanie Trexler, MS, CFP®
Closing remarks and scholarship give away!
