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
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 |