We combed your Event Satisfaction Surveys from the past 7 years.
This years' Symposium brings back 3 of your TOP PRESENTERS on new topics.
Dr. Carolyn McClanahan
Jim Rounds
Dimensional Fund Advisors' Experts
For a downloadable Schedule click on the image below
Either 6.5 or 8.5 hours of CFP(R) CE Credit available to attendees
Who benefits from attending?
Any/All Professionals with a seat at the Financial Planning table
CFP(R) Professionals
Non CFP(R) professionals who actively deliver Financial Planning
CFA charterholders and investment management professionals
Accounting and Appraisal professionals
Charitable Gift Planning professionals
Legal Professionals in the following practice areas:
- Estate Planning
- Pension and Employee Benefits planning
- Domestic Relations (collaborative practice professionals in particular)
- Corporate and Business Law
- Succession and Business Transfers/Transitions
- Financial Industry Compliance
and a series of associated service providers relevant to the Financial Planning Process, including:
- Coaches
- Academics and Researchers
- Educators
- Compliance Practitioners
- Exit Planning Specialists
- Credit Recovery and Financial Literacy Specialists
- Enrolled Agents
- Industry Reporters and Consumer Advocates
- Financial Industry Wholesalers and product specialists
Chapter Members, want the best possible pricing?
Our VIP concept (rewarding those earliest to register) applies to Symposium with an extra kick.
| Members |
Dates/Deadlines |
Non Members |
| 125 |
June |
200 |
| 145 |
July |
200 |
| 165 |
August |
240 |
| 185 |
Sep 1 - 21 |
240 |
| 200 |
Sep 22-25 |
275 |
| 4-pak $500 |
August 31st |
4-pak $500 |
- Half day only is available for $85 for members, $125 for non members.
- NexGen Community who are not chapter members and Students pay $85 for full day registration if registered by Aug 31st.
- Regional Chapter members and marketing collaborators pay $165 through Aug 31st.
Best pricing option for anyone? Purchase a 4 pak for $500.
About our Presenters
Dr. Carolyn McClanahan
Jim Rounds
DFA: Stephen De Man
DFA: Leigh Jedeikin
DFA: Weston Wellington
About our Partners and the Community Lounge
Alternative Capital Advisors
AdvisorNet Financial
Arizona Community Foundation
BeachFleischman / Pinnacle Plan Design
Cantor Fitzgerald
DPL
Edward Jones
Financier SEO
FP Transitions
J Levine Auction and Appraisal
Morningstar
Nationwide Advisory (formerly Jefferson National)
Reverse Mortgage Funding
Schwab
Stardust Materials/Stardust Building Foundation
Vanguard
VIP Mortgage
Whealth Care Planning
Zia Trust
