AGENDA
All sessions and agenda items are displayed in Eastern Time. Please note that this is a sample agenda and not yet final, all timings are subject to change. Click here for a detailed view of sessions and their descriptions.
Monday
Tuesday
Wednesday
Monday
| 9:00 a.m. – 6:00 p.m. ET | Exhibition Hall |
| 10:00 a.m. – 10:45 a.m. ET | Summit Opening, Ed O’Brien & Matt Schulte |
| 11:00 a.m. – 11:35 a.m. ET | eMoney Product Vision, Jess Liberi |
| 12:00 p.m. – 12:30 p.m. ET | Breakout Sessions |
| 12:45 p.m. – 1:15 p.m. ET | Breakout Sessions |
| 1:30 p.m. – 2:00 p.m. ET | Breakout Sessions |
| 2:15 p.m. – 2:45 p.m. ET | Breakout Sessions |
| 3:00 p.m. – 3:30 p.m. ET | Breakout Sessions |
| 3:45 p.m. – 4:15 p.m. ET | Breakout Sessions |
| 4:30 p.m. – 5:00 p.m. ET | Discussion Forum: Planning |
| 4:30 p.m. – 5:30 p.m. ET | Fidelity Breakout Session |
Tuesday
| 9:15 a.m. – 9:45 a.m. ET | Exhibition Hall |
| 9:30 a.m. – 10:00 a.m. ET | Discussion Forum: Marketing |
| 10:00 a.m. – 10:50 a.m. ET | KEYNOTE, Marci Rossell |
| 11:00 a.m. – 11:50 a.m. ET | Panel Discussions |
| 12:15 p.m. – 12:45 p.m. ET | Sponsor Breakouts |
| 1:00 p.m. – 1:30 p.m. ET | Sponsor Breakouts |
| 1:40 p.m. – 2:30 p.m. ET | Planning with Purpose Panel Discussion |
| 2:45 p.m. – 3:15 p.m. ET | Breakout Sessions |
| 3:30 p.m. – 4:00 p.m. ET | Breakout Sessions |
| 4:15 p.m. – 5:00 p.m. ET | KEYNOTE, Jay Shetty |
| 5:15 p.m. – 7:15 p.m. ET | CFP Board Code of Ethics and Standards of Conduct |
Wednesday
| 9:00 a.m. – 6:00 p.m. ET | Exhibition Hall |
| 9:00 a.m. – 9:30 a.m. ET | Breakout Sessions |
| 9:40 a.m. – 10:10 a.m. ET | Breakout Sessions |
| 10:20 a.m. – 10:50 a.m. ET | Breakout Sessions |
| 11:00 a.m. – 11:30 a.m. ET | Breakout Sessions |
| 11:40 a.m. – 12:10 p.m. ET | Breakout Sessions |
| 12:00 p.m. – 12:30 p.m. ET | Discussion Forum: Financial Wellness |
| 12:30 p.m. – 1:00 p.m. ET | Breakout Sessions |
| 1:10 p.m. – 1:40 p.m. ET | Breakout Sessions |
| 1:50 p.m. – 2:20 p.m. ET | Breakout Sessions |
| 2:30 p.m. – 3:20 p.m. ET | Breakout Sessions |
| 4:35 p.m. – 6:30 p.m. ET | CFP Board Code of Ethics and Standards of Conduct |
| 3:30 p.m. – 4:20 p.m. ET | Breakout Session |
| 4:35 p.m. – 6:30 p.m. ET | CFP Board Code of Ethics and Standards of Conduct |
