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
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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Powered by Altruist
8:00 AM - 9:00 AM
Breakfast & Networking
8:00 AM – 3:30 PM
Network with Exhibitors
9:00 AM – 9:45 AM
Cohort Conversations
9:45 AM – 10:00 AM
Break
10:00 AM – 11:00 AM
Breakout Session Block 1
11:00 AM – 11:30 AM
Break
11:30 AM – 12:30 PM
Breakout Session Block 2
12:30 PM – 2:00 PM
Lunch
2:00 PM – 3:00 PM
Cohort Conversations
3:00 PM – 3:30 PM
Break
3:30 PM – 4:30 PM
Breakout Session Block 3
4:30 PM - 5:30 PM
Closing Reception
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Powered by Carson Coaching
8:00 AM – 9:00 AM
Breakfast & Networking
9:00 AM – 9:45 AM
Cohort Conversations
9:45 AM – 10:00 AM
Break
10:00 AM – 11:00 AM
Closing Keynote with Michael Kitces
From Inception to Industry Titan – A Michael Kitces Narrative
Join us for an exploration of financial planning with renowned Chief Financial Planning Nerd, Michael Kitces! Get ready to dive deep as he recounts the last twenty years of his career journey. In this exclusive live Q&A session, Michael will speak about how financial planning has evolved and what he believes the future of our profession holds. Don’t miss your chance to ask one of the most influential financial planning voices your burning questions!
From Inception to Industry Titan – A Michael Kitces Narrative
Join us for an exploration of financial planning with renowned Chief Financial Planning Nerd, Michael Kitces! Get ready to dive deep as he recounts the last twenty years of his career journey. In this exclusive live Q&A session, Michael will speak about how financial planning has evolved and what he believes the future of our profession holds. Don’t miss your chance to ask one of the most influential financial planning voices your burning questions!