Keynote Speakers

Featured Speakers

Wednesday, September 16th

Rick Ferri

INVESTING & PORTFOLIO CONSTRUCTION

Wednesday, September 16

Rick Ferri, CFA

Founder, Ferri Investment Solutions | Author | Investment Industry Pioneer

Rick Ferri is a nationally recognized investment advisor, author, educator, and pioneer of low-cost index investing. With more than four decades of experience in financial services, he has been a leading advocate for evidence-based investing, portfolio simplicity, and reducing costs for investors.

A retired U.S. Marine Corps officer and fighter pilot, Rick has authored numerous books on investing and retirement planning and serves as co-host of the Bogleheads on Investing podcast.

Why Attend?
Learn from one of the pioneers of evidence-based investing and low-cost portfolio design. Rick brings decades of experience helping advisors simplify investment recommendations and improve client outcomes.
Full Keynote Session and Description Coming Soon!
Credentials & Highlights
  • CFA Charterholder
  • Author of multiple investing books
  • Co-host of the Bogleheads on Investing Podcast
  • Former U.S. Marine Corps Officer and Fighter Pilot
 Visit Rick's Website

Scott Cederburg, PhD

RETIREMENT RESEARCH & ASSET ALLOCATION

Wednesday, September 16

Scott Cederburg, PhD

Professor of Finance, Eller College of Management | University of Arizona

Scott Cederburg is Professor of Finance and the Thomas C. Moses Endowed Chair in Finance at the University of Arizona's Eller College of Management. His research focuses on long-term investment outcomes, retirement security, asset allocation, and investment decision-making.

His work has been published in leading academic finance journals and featured by major media outlets including The Wall Street Journal, Bloomberg, CNBC, Financial Times, and The Economist.

Why Attend?
Scott's research is reshaping conversations around retirement investing, asset allocation, and long-term portfolio construction. Attendees will gain insights from one of today's most respected academic researchers in finance.
Full Keynote Session and Description Coming Soon!
Credentials & Highlights
  • Thomas C. Moses Endowed Chair in Finance
  • Professor of Finance, University of Arizona
  • Published in top academic finance journals
  • Research featured in major national and global media outlets
 Visit Scott's Website

Thursday, September 17th

Beth Pinsker, CFP

FINANCIAL CAREGIVING & CLIENT CONVERSATIONS

Thursday, September 17

Beth Pinsker, CFP®

Financial Planning Columnist, MarketWatch | Author | Certified Financial Planner™

Beth Pinsker is an award-winning financial journalist, Certified Financial Planner™, and author of My Mother's Money: A Guide to Financial Caregiving. She currently writes about financial planning, investing, retirement, taxes, and personal finance as a columnist for MarketWatch.

Drawing on both professional expertise and personal experience, Beth has become a leading voice on financial caregiving and helping families navigate the financial challenges associated with aging, illness, and major life transitions.

Why Attend?
Beth combines financial planning expertise with award-winning journalism to tackle some of the most meaningful challenges facing clients today, including caregiving, aging, retirement, and family financial conversations.
Full Keynote Session and Description Coming Soon!
Credentials & Highlights
  • Certified Financial Planner™
  • MarketWatch Financial Planning Columnist
  • Former Reuters Personal Finance Editor
  • Author of My Mother's Money
 Visit Beth's Website