9:00 am
Opening Remarks with Stephanie Trexler, MS, CFP®
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
Lillian Turner CFP®, RLP® CSLP®, Tricia Kollath CFP®, CPA, CSLP®
How to Start a Firm, Find Clients, and Pick a Niche
1:00 pm Breakouts:
Hannah Moore, CFP®, CFT-I™ and Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
Charting your Financial Planning Career Path
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Brett Danko, CFP®
Mastering the CFP Journey
2:00 pm
Kate Healy
Early Career Keys to Success
3:00 pm
Stephanie Trexler, MS, CFP®
Closing remarks, Career Fair details, and scholarship give away!
