Sessions
Tuesday, Mar 9
2:00 PM – 3:00 PM · Grand Ballroom
Opening Keynote: The Next Decade of Values-Based AdvisingDana Whitfield
0/500 registered
3:30 PM – 4:30 PM · Capitol Room
Building Client Trust Through Transparent PlanningMarcus Oyelaran
0/150 registered
3:45 PM – 4:45 PM · Lincoln Room
Research Spotlight: What 10,000 Advisors Told UsPriya Nandakumar, Isaiah Cho
0/100 registered
3:45 PM – 4:30 PM · Studio A
Small Firm, Big Impact: Scaling Without Losing Your VoiceSam Kowalczyk
0/3 registered
6:30 PM – 7:30 PM · Grand Ballroom
Panel: Faith, Finance, and Fiduciary DutyElena Vasquez, Theo Bramwell, Grace Lindqvist
0/500 registered
Wednesday, Mar 10
2:00 PM – 3:00 PM · Grand Ballroom
Day 2 Keynote: Stewardship in a Volatile MarketIsaiah Cho
0/500 registered
3:30 PM – 4:15 PM · Capitol Room
Client Stories: What Actually Changed LivesElena Vasquez
0/150 registered
3:45 PM – 4:30 PM · Studio A
Marketing Your Firm Without Losing Your SoulPriya Nandakumar
0/60 registered
3:45 PM – 4:45 PM · Lincoln Room
Breakout: Estate Planning for Blended FamiliesMarcus Oyelaran, Grace Lindqvist
0/100 registered
4:45 PM – 5:30 PM · Studio B
Workshop: Running Your First Giving CircleOmar Haddad, Sam Kowalczyk
0/60 registered
6:00 PM – 7:00 PM · Grand Ballroom
Closing Panel: Where Reach Goes From HereDana Whitfield, Theo Bramwell, Renee Falk
0/500 registered
7:15 PM – 8:00 PM · Studio A
Office Hours with the Reach InstitutePriya Nandakumar, Isaiah Cho
0/60 registered