Financial Advisor Summit : Seeking Clarity 2022 | CNBC Events | 14 June 2022 | TBA

The economy is at a critical juncture in its pandemic recovery. Inflation that’s running at its highest level in 40 years, coupled with the promise of aggressive, ongoing interest rate hikes, has created some real craters in the overall market. Meanwhile, unprecedented economic sanctions against Russia hint that the next Cold War will be primarily fought on the economic front. How can advisors help their clients navigate these headwinds? Is a recession on the horizon? Where can investors find some sense of clarity?

This Summit virtually convenes forward-thinking advisors to hear from industry heavyweights with insight into all of this and more.

2021 Speakers

Penny Pennington
Managing Partner, Edward Jones

Bradley Tusk
Chief Executive Officer and Co-Founder, Tusk Ventures

Douglas Boneparth
President and Founder, Bone Fide Wealth

Charles Carmakal
Chief Technology Officer, Mandiant

Haley Cavinder
Basketball Player, Fresno State

Hanna Cavinder
Basketball Player, Fresno State

Jamil Farshchi
Chief Information Security Officer, Equifax

Gilbert Garcia
Managing Partner, Garcia Hamilton & Associates

Ivory Johnson
Founder, Delancey Wealth Management

Jeff Kotalik
Global Sports and Entertainment Director, Morgan Stanley

Jeffrey Levine
Chief Planning Officer, Buckingham Wealth Partners

Stephanie Link
Chief Investment Strategist & Portfolio Manager, Hightower

Jon Mauney
General Manager, Betterment for Advisors

Kristi Rodriguez
Senior Vice President, Nationwide Retirement Institute

Sheneya Wilson
Founder, Chief Executive Officer, Fola Financial

Liz Young
Head of Investment Strategy, SoFi

2022 Sponsor

• nuveen