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?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.