ASCEND Conference 2023 - Minneapolis | Cvent | 7 November 2023 | Minneapolis Convention Center, 1301 2nd Ave S, Minneapolis, MN 55404, USA
Venue
Minneapolis Convention Center
Minneapolis Convention Center, 1301 2nd Ave S, Minneapolis, MN 55404, USA
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| Event Date | Tue Nov 7 EST - Wed Nov 8 EST (about 1 year ago) |
| Location |
Minneapolis Convention Center
1301 2nd Ave S, Minneapolis, MN 55404, USA |
| Region | Americas |
Details
Join us for two days of timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education Credits. As financial planning professionals, our work is more important now than ever. This conference will provide a fantastic opportunity to connect with others, learn new insights and ASCEND your career.
Speakers
2023 Speakers
SPEAKERS:
Michael Thomas Jr.
Financial Empathy & Compassion Specialist, Modom Solutions
Corey Anderson
Disability Insurance Geek
Brett Leschinsky
Divorce Mortgage Specialist, CrossCountry Mortgage, LLC
Bridget Leschinsky
Founder, The Bridging Coach, LLC
Ann Garcia
Investment Advisor Representative, Independent Progressive Advisors
David Blanchett
Managing Director, Head of Retirement Research, DC Solutions, PGIM
Annette Minor
Principal Examiner, Minnesota Department of Commerce
Phillip Colmar
Partner, Global Strategy, MRB - The Macro Research Board
Robert Burns
Assistant Vice President, Advanced Markets, Equitable
Daniel Metcalf
Managing Partner, CyberFin
Amy Florian
CEO, Corgenius
Jeff Levine
Chief Planning Officer, Buckingham Wealth Partners
Stuart Bear
Partner/Shareholder/President, Chestnut Cambronne PA
Lazetta Rainey Braxton
Founder & CEO, Lazetta & Associates
Lisa Henry
Partner, Chestnut Cambronne PA
Ryan Prochaska
Partner, Chestnut Cambronne PA
Melissa Kemp
President, Premium Organization/Premium Administration LLC
Daniel Yerger
President, MY Wealth Planners®
Jackie Henry
CoFounder and Licensed Psychologist, H&S Wellness Consultants
Michael Finke
Professor of Wealth Management, The American College of Financial Services
PANELISTS:
David Kelly
Managing Director, Chief Global Strategist, J.P. Morgan Asset Management
Brian Levitt
Global Market Strategist, focusing on North America, Invesco
Linda Duessel
Senior Equity Strategist, Senior Vice President, Federated Hermes, Inc.
Sponsors & Partners
2023 Sponsors
DIAMOND SPONSOR:
• Allianz Life Insurance Company
PLATINUM SPONSORS:
• Affiliated Advisors
• Equitable
• MRB Partners
• Charles Schwab
• Fairway Independent Mortgage Corporation
• IFC National Marketing
• CrossCountry Mortgage
• Jensen Investment Management
• Stonebridge Capital Advisors
GOLD SPONSORS:
• Axos Advisor Services
• JP Morgan Asset Management
• Prudential Investments
• SEM Wealth Management
• Compeer Financial
• LeClair Group
• Roers Companies
• Thrivent Mutual Funds
• Cornerstone Private Asset Trust
• Nationwide Advisory Solutions
• Schatz Benefit Group
• Weitz Investment Management, Inc.
SILVER SPONSORS:
• Allworth Partners
• DPL Financial Partners
• First Eagle Funds
• Institute for Divorce Financial Analysts
• Invesco
• Parnassus Investments
• Vanguard Financial Advisor Services
• Aristotle Funds
• Federated Investors
• Gateway Bank
• Mairs & Power
• Vanguard Financial Advisor Services
• Sit Mutual Funds
• Clearnomics
• Fidelity Investments
• Hellmuth & Johnson
• Integris
• Minnesota 529 College Savings Plan
• Tradition Mortgage
BRONZE SPONSORS:
• BestPrep
• American Heart Association
• CrossCountry Mortgage, LLC - Brett Leschinsky
• First Trust Advisors
• Pacific Life Advisory