The future — the expectation isn’t more, it’s just different.
We are living in times where every moment is throwing something new at us. It’s constantly adding new possibilities and opportunities that clients and businesses want to tap into. To thrive in this highly transformative time as a personal financial planner, you need to rethink the offerings and value you can deliver. The 2020 Personal Financial Planning Summit will bring you insights and strategies that you and your firm can apply straightaway in 2020.
A summit unlike any
The 2020 Personal Financial Planning Summit follows a unique format that fosters conversations — so that you can absorb and take away as much as you can.
The summit brings together:
CEO, FP Transitions
Jody Jacobson, PhD, MSBA
Co-President, Human Skills Institute
Apollo Lupescu, PhD
Vice President, Dimensional Fund Advisors
Cheryl Holland, CFP
President, Abacus Planning Group, Inc.
Managing Director, TD Ameritrade, Institutional Managing Director, Generation Next
Nancy Bleeke, MBA
President, Sales Pro Insider, Inc.
100 Terranea Way
Rancho Palos Verdes, CA
Phone Reservations (855) 476-3912 - reference Personal Finance Planning 2019
Cut-Off Date: December 15, 2018