Palisades West
Palisades West, 6300 Bee Cave Road Austin, TX 78756, USA

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Event Date Mon Jan 27 CST - Wed Jan 29 CST (over 1 year ago)
In your timezone (EDT): Mon Jan 27 6:00pm - Wed Jan 29 6:00pm
Location Palisades West
6300 Bee Cave Road Austin, TX 78756, USA
Region Americas

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


2020 Speakers

Kate Healy
Managing Director,Generation Next, TD Ameritrade Institutional

Stephen de Man
Regional Director, Dimensional Fund Advisors

Ed Jacobson

Jody Jacobson
Co-President, Human Skills Institute

Nancy Bleeke
MBA, President, Sales Pro Insider, Inc.

Cheryl Holland
CFP, President, Abacus Planning Group, Inc.

Theodore Sarenski
CPA, CFP, PFS, AEP, CEO, Blue Ocean Strategic Capital, LLC

Mark Astrinos
CPA, CFP, PFS, Principal and Founder, Libra Wealth

Sue Stevens
CPA/PFS, CFP, CFA, CAP, MS, MBA, Wealth Advisor, Buckingham Wealth Management

Michael Goodman CPA/PFS
President, Wealthstream Advisors, Inc.

Michael Goodman CPA/PFS
President, Wealthstream Advisors, Inc.

Apollo Lupescu, PhD
Vice President, Dimensional Fund Advisors

Sponsors & Partners

2020 Sponsors

• Dimensional

• FP Transitions

• Betterment for Advisors

• Alliance of Comprehensive Planners