Conference for Advanced Planning 2023 | FPA of Georgia | 22 September 2023 | Morningstar, 22 W Washington St Chicago, IL 60602, USA and Virtual

Venue
Morningstar
Morningstar, 22 W Washington St Chicago, IL 60602, USA and Virtual

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Learn more
Event Date Fri Sep 22 CDT (about 1 year ago)
In your timezone (EST): Fri Sep 22 1:00am - Fri Sep 22 1:00am
Location Morningstar
22 W Washington St Chicago, IL 60602, USA and Virtual
Region Americas
Details

This year's conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. No matter where you are in your career, or how you practice, you will find stimulating content and sessions relevant to you.

Join us for this opportunity to learn from top minds, engage with your peers and our corporate partners, and come together for the financial planning profession's most important conversations.

Speakers

2023 Speakers

Christine Benz
Director of Personal Finance, Morningstar, Inc.

Dr. Preston D. Cherry
Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Center for Personal Financial Planning at the UW – Green Bay

Barbara Kay
Barbara Kay Coaching

Jeffrey Levine
MSALead Financial Planning Nerd, Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners

Apollo Lupescu
Vice President, Dimensional Fund Advisors

Sponsors & Partners

2023 Partners

• Morning star
• Charles Schwabs
• Compeer Financial
• Harbor
• Hines Securities
• Allianz
• Gordon Associates
• Long Bridge
• Mutual of Omaha
• Palladium Group
• Principal Asset Management
• Raintree Capital Management
• Thrivent