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Schedule

Check back regularly as we continue to add specialized content for those who are new to the financial planning profession.

Day 1

Tuesday

August 20

Day 2

Wednesday

August 21

Day 3

Thursday

August 22

12:00 PM - 5:00 PM

Event Registration Open

12:00 PM - 6:00 PM

Network with Exhibitors

12:30 PM - 1:30 PM

Best Practices for Advising the Next Generation.

Speakers: Joe’Mar Hooper, MPA, Megan Stiles, CVA®, AFC®, Dalia Rodriguez, AFC®, Jeaneese Ayandokon, and Nikita Wolff

 

Join the 3rd Decade team as we discuss communication techniques and
strategies that advisors can use to have engaging, relevant, and appropriate conversations with younger Millennials and Gen Z about their finances, advantageous for both traditional and pro bono clients. Through role playing scenarios and feedback discussions, this interactive session
will provide real world examples and takeaways advisors can use to better engage with both younger clients and those from diverse backgrounds.

3rd Decade is a national nonprofit that provides financial education and mentoring for low to moderate income young adults.

2:00 PM - 3:30 PM

Opening General Session – Cohort Leader Panel

3:30 PM – 4:00 PM

Break

4:00 PM – 5:00 PM

Cohort Conversations

Lead by an experienced mentor with content and direction sourced by the participants present, cohort sessions are an opportunity for attendees to connect and discuss in small groups.

5:00 PM – 6:00 PM

Welcome Reception

 

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