SPECIAL OFFER: Register now for CNBC’s FA Summit with a discounted rate!

FOR A LIMITED TIME ONLY:

SAVE $50

Use code: FLASH

Register today to take advantage of $50 off your ticket to CNBC’s Financial Advisor Summit next Thursday, June 15th at 10AM ET. 

In this virtual edition of the event, we’ll talk with top advisors, investors, market experts, technologists, and economists about the risks ahead, potential buying opportunities, and tools advisors can use to generate consistent returns while minimizing downside.

This event has been approved for 4.5 CFP Continuing Education Credits.

WHAT’S ON THE AGENDA?

MONEY IS EMOTIONAL: NAVIGATING BIG FEELINGS IN FINANCIAL PLANNING

We’ll examine common emotional responses to financial stress and the best ways to navigate them.

Featuring: Preston Cherry, Concurrent Financial Planning Founder & President and Brad L. Klontz, Your Mental Wealth Advisors Managing Principal

INVESTING IN AI: WHAT TO CONSIDER

As more companies are moving to incorporate AI into their core businesses, the space appears to be ripe for investment, but carries no shortage of risk. Find out how one top tech investor is assessing what a winning strategy looks like in this emerging space.

Featuring: Dan Niles, Satori Fund Founder & Portfolio Manager

LET THERE BE FIRE: INSIDE A FINANCIAL MOVEMENT

Hear from a FIRE (Financial Independence, Retire Early) adherent currently living his dream and how he achieved his financial goals. 

Featuring: Grant Sabatier, Author of “Financial Freedom” and Alex Trias, Retired Attorney, FIRE movement advocate

YOUR MONEY, YOUR LEGACY

We’ll look at how FAs can better understand how and why clients support causes, and the best ways to help them achieve success in a financially prudent way – including teaching the next generation of investors how to do it.

Featuring: Rebecca Patterson, Council for Economic Education Board Chair

… AND MORE!

To see the agenda and full speaker lineup, click here.

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