2025 Agenda
September 3-4, 2025
Hilton Chicago/Oak Brook Hills Resort & Conference Center
Chicago, IL
Day 2
Morning Yoga
7:00 to 7:45 a.m.
Start your day with a morning yoga and get charged up for Day 2!
Breakfast & Registration
8:30 to 9:30 a.m.
Main Hall
Enjoy a delicious breakfast as you network with the room and pick the place you would like to sit to enjoy the first session of the day!
Latin@s in FinServ:
Where We Were, Where We Are, Where We Can Go
9:30 to 10:20 a.m.
Louis Barajas
Louis Barajas, Latino CFP trailblazer, was the first minority to serve on the board of the Financial Planning Association. Over the three decades he's worked in financial services, he's started several successful businesses that help Latinos on all parts of the financial spectrum achieve financial success and independence. Louis will explore the history of Latinos in the industry, where we are currently, and what we could achieve if we work together to make a bigger impact and increase representation.
Break
11:30 a.m. to Noon
Prepare for the breakout session you selected.
From Prospecting to Retention:
How to Attract and Keep Clients
10:20 to 11:30 a.m.
Samantha Lamas
Join Morningstar Behavioral Researcher Samantha Lamas, as their share tips on how to successfully prospect your ideal clients, and then how to create a positive client experience so they continue working with you.
Breakout Sessions
Join either the Seasoned Professional Track or the NexGen Track (for those in their first 5-7 years in the profession) for insights on how to ignite your success.
Seasoned Professionals
NexGen Professionals
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Lunch
1:30 pm - 2:30 pm
Take a break, grab a bite, and connect with fellow attendees. Use this time to recharge, network, and discuss insights from the sessions.
5 Voices Workshop:
Read People's Minds Starting With Your Own
2:30 to 3:30 p.m.
More information coming soon!
What's Up (or Down) with the Market?
3:30 to 4:20 p.m.
Panel Discussion
What a year it's already been for the market. This expert panel will dive into current market trends, what clients are concerned about, and how to navigate those conversations.
Group Activity
4:20 to 5:30 p.m.
More information coming soon!
Break
5:30 to 6:00 p.m.
You know SER's parties are off the gancho. So use this time to rest up and prepare for the night's reception!
Reception
6:00 to10:30 p.m.
More information coming soon!
