“ASCEND” is designed to inspire, educate, and motivate financial planning professionals to elevate their practice in a rapidly changing industry. This year, our focus is on practical steps, progress, and reaching new heights, perfectly captured by our theme – “Ascend.”

The summit will feature insightful keynotes and discussions on essential topics such as financial wellbeing, enhancing client experience, and adapting to hybrid advisory models. We will explore the journey beyond the CFP® certification, the balance between lifestyle financial planning and traditional advice, and modern marketing strategies for financial professionals.

By embracing these trends and strategies, you’ll not only stay ahead in the evolving financial landscape but also ascend to new levels of success and excellence. Join us as we climb higher, together shaping the future of financial planning.