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“Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.”

Rianka Dorsainvil, CFP®

The CFP Board Center for Financial Planning launched just over two years ago with a big vision – to ensure every American has access to competent and ethical financial planning advice. This vision can only become a reality with a more diverse and sustainable financial planning profession. However, blacks and Latinos represent less than 3.5 percent of all CFP® professionals. The first-ever Diversity Summit will provide a platform for a discussion of initiatives that can be undertaken by the Center, in partnership with stakeholders within the financial planning profession and beyond, to address this challenge and advance diversity and inclusion in the profession.


WHEN AND WHERE

October 23, 2018, 8:00 am – 6:30 pm, at The Times Center in New York City (242 W 41st St)

REGISTER TO ATTEND


AGENDA

VIEW COMPLETE AGENDA


WHO WILL ATTEND

Over 200 thought leaders in financial planning and beyond, including:

  • Executives from financial services firms
  • Organizations lead by and focused on people of color
  • Program directors from colleges and universities with CFP Board-registered financial planning programs
  • Financial planning practitioners


CONFIRMED SPEAKERS


Carla Harris
Vice Chairman,
Wealth Management

Morgan Stanley

John Rogers
Founder, CEO and CIO
Ariel Investments

Hon. Henry Cisneros
Principal
Siebert Cisneros Shank & Co
Former Mayor of San Antonio
Former Secretary of HUD

Marc Morial
President and CEO
National Urban League

Frank Dobbin
Professor of Sociology
Harvard University

Rianka Dorsainvil, CFP®
Founder & President
Your Greatest Contribution

Phuong Luong, CFP®
Founder & Financial Planner
Just Wealth, LLC

Louis Barajas, CFP®
Wealth & Business Manager
Wealth Management LAB

Audra Bohannon
Senior Partner
Korn Ferry

Sharon Epperson
Senior Personal Finance Correspondent
CNBC

Andy Sieg
Head of Wealth Management
Merrill Lynch

Tom Nally
President
TD Ameritrade Institutional

Cynthia Owyoung
Vice President, Diversity and Inclusion
Charles Schwab

Catalina Camoscio
Vice President, Recruiting & Development
Prudential

Jorge Quezada
Director of Leadership Development, Diversity & Inclusion
Northwestern Mutual

FREE REGISTRATION

Please complete the form below to register.

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“One of the things I like most about being a CFP® pro is that I get to make a difference in people’s lives. It’s not a transaction— they’re deciding to bring you into their lives and be responsible for what’s most precious to them.”

Justin Sullivan, CFP®