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.
Slides
Until next year… 2026 in Asheville
What’s Next?
Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.