| 3:45 PM - 4:10 PM | Registration | |
| 4:10 PM - 4:20 PM | Welcome | Crystal Ford, Partner and Director of CPA Experience, Creative Planning |
| 4:20 PM - 4:35 PM | An Economic Outlook and the Importance of Financial Wellness | Peter Mallouk, President and CEO, Creative Planning |
| 4:35 PM - 4:55 PM | A Comprehensive Approach to Wealth Management | Jay Beebe, Partner and Wealth Manager, Creative Planning |
| 4:55 PM - 5:15 PM | Artificial Intelligence | Anna Nerys, Vice President and iShares Product Strategist, BlackRock |
| 5:15 PM - 6:15 PM | Happy Hour | |