• 8:30–9:00 AM: Breakfast & Coffee, Networking & Welcome
• 9:00–9:50 AM: Evan Beach - Building a Planning Career in 3 Chapters: Selling, Growing, Starting Over
• 9:50–10:00 AM: Break
• 10:00–10:50 AM: Aaron Clarke - The Profit Paradox: How Client First Thinking Fuels Sustainable Business Growth
• 10:50–11:00 AM: Break
• 11:00–11:50 AM: Sarah Gershman - Speak with Presence: Building Trust in Client Conversations
• 11:50–12:10 PM: Simeon Hyman - Current Market Update & Insights
• 12:10–12:15 PM: Closing Remarks
• 12:15–12:30 PM: Travel to Lunch at Kalypso’s
• 12:30–1:30 PM: Lunch at Kalypso’s |
