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

Day 1


August 22

Day 2


August 23

Day 3


August 24

10:30 AM - 12:30 PM

Pro-Bono Activity

During this pre-conference activity, attendees will have the opportunity to participate in a short seminar specifically designed for small business owners. Learn more here.


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12:00 PM - 5:00 PM

Event Registration Open

12:00 PM - 2:00 PM

Networking with Exhibitors

12:00 PM - 2:00 PM

Roundtable Discussion: Design a Graduate Certificate in Financial Planning & Alternative Investing

The University of Illinois Financial Planning program could use your help! We are designing a new graduate certificate studying alternative investments within the financial planning lifecycle and process. Swing by and talk with us about structure, content, delivery and more!



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2:00 PM - 3:30 PM

Opening General Session: Cohort Leader Panel

3:30 PM - 3:45 PM


3:45 PM - 4:45 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

500 Nationwide GOLD (1)

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