Schedule
See below for the 2025 Summit schedule at a glance. (Times are ET)
View Full Schedule| Time (ET) | Session | Type |
|---|---|---|
| 9:00 a.m. – 6:00 p.m. |
Exhibit Hall
|
Exhibit Hall |
| 10:00 a.m. – 11:25 a.m. |
eMoney Leadership, Product Vision and Roadmap
|
Mainstage |
| 11:30 a.m. – 12:25 p.m. |
Needs Analysis: How to Engage Clients with Ease
(1 CFP® CE Credit)
|
Fundamental |
| 11:30 a.m. – 12:25 p.m. |
Annuities Demystified: Building a Steady Income Stream
(1 CFP® CE Credit)
|
Master Class |
| 12:30 p.m. – 1:25 p.m. |
(Live) Driving Engagement and Growth with the Client Portal
(1 CFP® CE Credit)
|
Fundamental |
| 12:30 p.m. – 1:25 p.m. |
Navigating the Complexities of Taxes in Financial Planning
(1 CFP® CE Credit)
|
Master Class |
| 1:25 p.m. – 2:00 p.m. |
Networking Break
|
Networking Lounge |
| 2:00 p.m. – 2:55 p.m. |
Allianz | Decumulation Diversification: Hedging Against Potential Health Care Costs
|
Sponsor |
| 2:00 p.m. – 2:55 p.m. |
Wealth.com | The Why Behind Estate Planning
|
Sponsor |
| 3:00 p.m. – 3:55 p.m. |
(Live) Carl Richards | Reimagining Wealth Through Simple Sketches
|
Keynote |
| 4:00 p.m. – 4:55 p.m. |
Planning for a Golden Future: Social Security and Retirement Essentials
(1 CFP® CE Credit)
|
Fundamental |
| 4:00 p.m. – 5:30 p.m. |
The Complete Financial Picture: A Case Study on Meeting Retirement Income and Income Tax Objectives
(1.5 CFP® CE Credits)
|
Master Class |
Day 2 – Tuesday, October 21
| Time (ET) | Session | Type |
|---|---|---|
| 9:00 a.m. – 6:00 p.m. |
Exhibit Hall
|
Exhibit Hall |
| 8:00 a.m. – 10:00 a.m. |
CFP Board Code of Ethics and Standards of Conduct
(2 CFP® CE Credits)
|
Ethics |
| 10:00 a.m. – 10:55 a.m. |
Dr. Michelle Rozen | Secrets of Leading
Through Change
|
Keynote |
| 11:00 a.m. – 11:55 a.m. |
(Live) Fidelity | Advisor as CEO: Bridging Goals and Strategy with Bonds
|
Sponsor Mainstage |
| 12:00 p.m. – 12:55 p.m. |
Summit Theme Panel
(1 CFP® CE Credits)
|
Mainstage |
| 1:00 p.m. – 1:30 p.m. |
Mili | eMoney and Enterprise AI Workflows
|
Sponsor |
| 1:30 p.m. – 2:00 p.m. |
Networking Break
|
Networking Lounge |
| 2:00 p.m. – 2:55 p.m. |
Building a Strong Estate Plan: Key Elements to Protect Your Wealth
(1 CFP® CE Credit)
|
Fundamental |
| 2:00 p.m. – 2:55 p.m. |
The Art of Asking Questions
(1 CFP® CE Credit)
|
Going Beyond |
| 3:00 p.m. – 3:30 p.m. |
Flourish | Bring Held-away Cash into Your Orbit Using eMoney
|
Sponsor |
| 3:00 p.m. – 3:30 p.m. |
Zocks | AI in Action: Practical Tips for eMoney Users
|
Sponsor |
| 3:35 p.m. – 4:25 p.m. |
The Power of Monte Carlo: Enhancing Confidence in Your Financial Projection
(1 CFP® CE Credit)
|
Master Class |
| 3:35 p.m. – 4:25 p.m. |
Diving into the Latest Features of eMoney: Now That’s What I Call eMoney 2025
|
Fundamental |
| 4:30 p.m. – 6:30 p.m. |
CFP Board Code of Ethics and Standards of Conduct
(2 CFP® CE Credits)
|
Ethics |
Day 3 – Wednesday, October 22
| Time (ET) | Session | Type |
|---|---|---|
| 9:00 a.m. – 5:00 p.m. |
Exhibit Hall
|
Exhibit Hall |
| 9:30 a.m. – 10:00 a.m. |
Panel | Shaping the Future of Advice: Talent, Tools, and Skills for the Next Generation
|
Mainstage |
| 10:00 a.m. – 10:55 a.m. |
Mili | Building the AI-enabled Advice Firm: Leadership Perspectives (1 CFP® CE Credit)
|
Sponsor |
| 10:00 a.m. – 10:55 a.m. |
(LIVE) Vanilla | Basis and Beyond Estate Planning for Non-taxable Estates
|
Sponsor |
| 11:00 a.m. – 11:55 a.m. |
The Evolution of Advice: Past Lessons, Present Trends, and the Future of Financial Planning Technology
(1 CFP® CE Credit)
|
Going Beyond |
| 11:00 a.m. – 11:55 a.m. |
Unlock the Full Potential of eMoney: 25 Tips and Tricks to Simplify Your Financial Planning Life (25 in 25)
(1 CFP® CE Credit)
|
Fundamental |
| 12:00 p.m. – 12:55 p.m. |
Elevating Client Experiences: Real-Time, Personalized Tools for Meaningful Financial Decisions
(1 CFP® CE Credit)
|
Fundamental |
| 12:00 p.m. – 12:55 p.m. |
Exploring Life Transitions: Financial Planning for Clients Experiencing Major Change
(1 CFP® CE Credit)
|
Going Beyond |
| 1:00 p.m. – 1:55 p.m. |
Michael Kitces | The Four Factors That Really Drive Advicer Productivity
(1 CFP® CE Credit)
|
Mainstage |
| 1:55 p.m. – 2:30 p.m. |
Networking Lounge w/Michael Kitces
|
Networking Lounge |
| 2:30 p.m. – 3:25 p.m. |
The Next Level of Estate Planning: Trusts, Tax Strategies, and More
(1 CFP® CE Credit)
|
Master Class |
| 2:30 p.m. – 3:25 p.m. |
Life Insurance for the Future: Planning Today for Peace of Mind Tomorrow
(1 CFP® CE Credit)
|
Fundamental |
| 3:30 p.m. – 5:00 p.m. |
The Complete Financial Picture: A Case Study on Managing Risk and Investments
(1.5 CFP® CE Credits)
|
Master Class |
| 3:30 p.m. – 4:25 p.m. |
Nationwide | Total Retirement Income Planning
|
Sponsor |
View the full schedule
