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:

• Opportunities to build your network during receptions, fireside chats and an evening riverboat cruise and community dinner, so you can continue the discussion outside of the classroom
• Group discussions and collaboration opportunities to foster connections with peers and experts from tax, real estate, retirement, investment and risk management
• Deeper insights and ideas on how to improve the inner workings of your firm

Featured speakers