Summit Sessions

John Coleman

How Much Is Enough?

Define Financial Success Beyond a Bigger Bank Balance

Colin Zizzi, CFP®

Coast FI for Parents

How Early Retirement and More Family Time Can Coexist

Jamie Bosse, CFP®

From First Dollars to First Investments

Teach Kids Practical Money Skills, from Earning and Saving to Investing

Clifton Corbin

Money Is More Than Math

Build a Family Money Culture Through Conversations, Values, and Examples

Amanda Teixeira

What Is Your Budget Building?

Create a Realistic Spending Plan for the Family Life You Want

Joe Messinger, CFP®

Don’t Leave College Money on the Table

Understand Financial Aid and Find Colleges That Offer Scholarships

Shelley Branine

College Before High School Graduation

Explore Dual Enrollment to Lower College Costs and Help Your Teen Get Ahead

Ann Garcia, CFP®

College Admissions Without Regret

Find the Right College Fit and Build a Plan to Pay for It

Deb Meyer, CFP®

Your Next Dollar, Your Future

Bring Education, Retirement, and Tax Planning Together in One Family Plan

Summit Speakers at a Glance