The Annual Symposium is back, and this year we're at a new venue, WestPac Wealth Partners, conveniently located right off the I-5 and I-805 for easy access from North County and beyond.
Join us for a full day of practical education, peer connection, and up to 5.5 CE hours (pending CFP Board approval), capped off with a happy hour.
Speaker Lineup
Carl Richards, CFP will keynote and lead an afternoon workshop. Carl is the creator of the Sketch Guy column and one of the most distinctive voices in financial planning on simplifying complexity and communicating value to clients. The first 100 registrants receive a signed copy of his newest book, Your Money: Reimagining Wealth in 101 Simple Sketches.
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP presents Trump Accounts (§530A Accounts): a practical look at the new tax-deferred savings accounts added by the One Big Beautiful Bill Act, including account features, contribution rules, tax treatment, and how they compare to 529 plans, UTMA accounts, and Roth IRAs for children.
Valerie Bath, founder of the Global Coach Center and Cultural Business Consulting, presents Human Advice in an AI World: how AI can enhance efficiency and personalization while strengthening the judgment, empathy, and trust that clients value most.
Tim Mahedy, CEO and Chief Economist at Access/Macro, presents his 2027 Economic Outlook (title subject to change).
Early bird pricing runs through August 24. Members $90 / Guests $120.