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Press Release: SER Summit for Latinos in FinServ Sells Out for Third Consecutive Year

Chicago, IL — Aug. 20, 2025 — The SER Summit for Latinos in Financial Services has officially sold out for its third year, solidifying...

Aug 20, 20253 min read

The 2025 Hispanic Sentiment Study underscores the powerful economic engine that is the our Latino community. We account for 54...

Jul 31, 20252 min read

At an industry conference a few weeks before the very first SER, I had the opportunity to formally meet Victor Orozco, CFP®, CSRIC® for...

Jul 30, 20255 min read

When you talk to Argenis David Biscardi, CFP ® , you immediately start to reframe challenges as opportunities. His story is one of...

Jul 24, 20254 min read