2025 Personal Finance
Conference

Join us for our 2025 Personal Finance Conference!

June 11-13, 2025
Charleston, South Carolina

Location

The conference will take place in the Francis Marion Hotel at the heart of Charleston’s historic district.

Agenda

June 11th – Evening Reception, cocktails and hors d’oeuvres

June 12th – Session topics include inflation, private equity, crypto currencies, and concentration risk in index funds. Breakfast and lunch will be provided. The scheduled events are expected to end at 2:45.

June 13th – Session topics include tax strategy, gifting and estate planning, financial bubbles and manias, and a retirement panel. Breakfast and lunch will be provided. The scheduled events are expected to end at 2:45.

About Charleston

Charleston, South Carolina, is a city that effortlessly blends history, culture, and coastal charm, making it a must-visit destination. Known for its beautifully preserved antebellum architecture, cobblestone streets, and vibrant waterfront, Charleston offers a rich historical experience with sites like Fort Sumter, where the Civil War began, and the colorful homes of Rainbow Row. What sets Charleston apart is its unique blend of Southern hospitality and world-class culinary scene, featuring iconic Lowcountry dishes such as shrimp and grits and she-crab soup. The city’s charm extends beyond its historic district, with stunning plantations like Magnolia Plantation & Gardens, breathtaking beaches on Sullivan’s Island and Folly Beach, and the hauntingly beautiful Angel Oak Tree, which is over 400 years old. Visitors can take a scenic harbor cruise, explore bustling King Street for shopping and nightlife, or embark on a ghost tour to uncover Charleston’s storied past. With its warm, welcoming atmosphere, rich history, and picturesque landscapes, Charleston offers an unforgettable travel experience unlike any other.

Lodging

A block of rooms at the Francis Marion Hotel will be offered at a discounted rate to our clients attending this event. Should you decide to stay on-site, please reference the “Scholar Advising Conference” when booking your hotel room over the phone, or enter the code Scholar25 when booking online under the Group Attendee option.

Airport

The Charleston International Airport (CHS) is about a 20-minute drive from the conference hotel.

Past Conference Feedback

Check out these quotes from last year’s conference to hear directly from attendees about their experiences! From inspiring keynote sessions to valuable networking opportunities, participants shared their thoughts on what made the event memorable and impactful. 

“Fine tuning my data protection practices across my devices and reinforcing my knowledge regarding tax efficient investing. In addition, we really enjoyed the market insight (What Are We Watching) presentation from Stephan. What an excellent collection of topics with such knowledgeable presenters! I have sat through many one-day training seminars (both work and non-work related) and this by far has been one of the best–relevant, engaging, to-the-point, and useful.”

“Speakers were very engaging and interesting! No suggestions. Well run!”

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Similar to past events, this conference is in-person only, available solely to our current clients, and is provided at no charge.

Please direct any questions to info@scholarfinancialadvising.com