INvesting in Tomorrow
advancing Your practice and portfolios 

The future of financial planning belongs to those who actively build it.

This year's Symposium is your opportunity to invest in what matters most for your professional longevity.

Go beyond traditional wealth management and discover how to invest strategically in your business operations, your industry network, and your personal leadership.

Secure your spot today to start compound-growing the value of your practice for tomorrow.

Wednesday, October 28th
Mansion at Oyster Bay
7:45am - 6:00pm

8 CE Credits, Sponsor Exhibit Hall, 
Symposium Journal, and Happy Hour

Symposium Schedule

7:45am - 8:20am - Continental Breakfast & Sponsor Exhibit Hall
8:30am - 11:20am - General Sessions
11:20am - 12:00pm  - Sponsor Exhibit Hall
12:00pm - 1:00pm - Lunch Session
1:00pm - 5:00pm - General Sessions
5:00pm - 6:00pm - Happy Hour

Session 1
8:30am - 9:20am

Q3 2026 Market Update and Outlook from a Factor Based Perspective 
CFP® Credit • CPE Credit
Presented by:

Session 2
9:30am - 10:20am

Turns in the Road, How to Navigate and Find Opportunities Within the Markets
CFP® Credit • CPE Credit
Presented by:

Session 3
10:30am - 11:20am

Structuring the Sale: What Business Owners, Advisors and Families Need to Know Before Liquidity
CFP® Credit • CPE Credit
Presented by:

Session 4
12:00pm - 1:00pm

Your Midterm Election Playbook
CFP® Credit • CPE Credit
Presented by:

Session 5
1:10pm - 2:00pm

The Economics of Tax-Loss Harvesting 
CFP® Credit • CPE Credit
Presented by:

Session 6
2:10pm - 3:00pm

Multi-Method Adaptive Investing and Mixed Martial Arts
CFP® Credit • CPE Credit
Presented by:

Session 7
3:10pm - 4:00pm

High Net Worth Investor Types and Solutions 
CFP® Credit • CPE Credit
Presented by:

Session 8
4:10pm - 5:00pm

Section 125 Plans and Employer Healthcare Strategies 
CFP® Credit • CPE Credit
Presented by:

Register Today! 

$169 per Member 
$199 per Non-Member
Pricing includes: 
8 CE Credits, Sponsor Exhibit Hall, Symposium Journal,
Continental Breakfast, Lunch & Happy Hour