2026 Annual Symposium

When:  Sep 24, 2026 from 08:00 to 16:00 (PT)
Associated with  San Diego

Event Description

Carl Richards is the keynote at this year's Symposium, and if you know his work, you already know why that matters. If you don't, he's the Behavior Gap guy, the sketch-on-a-napkin guy, and one of the most recognizable voices in financial planning.

Carl will lead a one-hour presentation and a 90-minute workshop, both built around his newest book, Your Money: Reimagining Wealth in 101 Simple Sketches. CE credit will be available for both sessions. The first 100 registrants will receive a copy of the book, and Carl will be signing them at the event.

Additional speakers will be announced as the program comes together.

Registration details and pricing are coming soon. Mark your calendar now, and reach out to [email protected] with any questions in the meantime.

Event Location

WestPac Wealth Partners, San Diego
5280 Carroll Canyon Rd
Suite 300
San Diego, CA 92121

Event Contact

Lorin Silva

[email protected]