10 Reasons to Attend SER

If you’ve ever wished for a space in financial services that truly understands and celebrates our comunidad—this is it. The SER Summit isn’t your average industry conference. It’s a vibrant, affirming, and energizing experience created by Latinos, for Latinos working across all corners of the financial services industry. Whether you’re building your career, growing your firm, or simply looking to recharge with your people, SER is where it all comes together.

Still on the fence? Here are 10 powerful reasons why this year’s SER Summit in Chicago is where you need to be. ⬇️

1️⃣ 𝗦𝗘𝗥 𝗶𝘀 𝗯𝘂𝗶𝗹𝘁 𝗯𝘆 𝘂𝘀, 𝗳𝗼𝗿 𝘂𝘀. SER Summit is the only national event designed by Latinos, for Latinos in financial services. It’s not just a conference—it’s a movement grounded in support, education, and recharging. Attendees leave feeling seen, celebrated, empowered, and refreshed.

2️⃣ 𝗗𝗲𝗲𝗽 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀—𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴. Forget speed networking and transactional exchanges. At SER, networking is intentional, relationship-driven, and culturally attuned. You’ll meet people who become mentors, friends, and collaborators for life.

3️⃣ 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝗺𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮𝗹𝗹 𝗰𝗮𝗿𝗲𝗲𝗿 𝘀𝘁𝗮𝗴𝗲𝘀. Whether you’re just starting out or you're a seasoned professional, SER offers two tracks—one for emerging professionals and one for firm owners and industry leaders—with sessions designed to meet you where you are.

4️⃣ 𝗬𝗼𝘂 𝗰𝗮𝗻 𝗯𝗲 𝘆𝗼𝘂𝗿 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰 𝘀𝗲𝗹𝗳. SER creates a culturally affirming space where you can bring your whole self—language, culture, values, and history—and feel fully embraced. It’s a rare chance to “just be” in a professional setting.

5️⃣ 𝗪𝗲𝗹𝗹𝗻𝗲𝘀𝘀 𝗶𝘀 𝗮 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝘆. From restorative yoga to movement and fitness, SER's "Recharge" element is central. You’ll leave not just informed, but replenished.

6️⃣ 𝗪𝗲 𝗲𝗺𝗽𝗼𝘄𝗲𝗿 𝗲𝘃𝗲𝗿𝘆𝗯𝗼𝗱𝘆. SER isn't just for advisors. Marketing professionals, relationship managers, ops staff, and career changers will find panels and peers who help illuminate multiple pathways in FinServ. Plus, we are a welcoming and inclusive community and we love our allies to join in all the fun.

7️⃣ 𝗨𝗻𝗳𝗼𝗿𝗴𝗲𝘁𝘁𝗮𝗯𝗹𝗲 𝘀𝗼𝗰𝗶𝗮𝗹 𝗲𝘃𝗲𝗻𝘁𝘀 (𝗮𝗻𝗱 𝗮 𝗯𝗼𝗮𝘁!). The community dances, laughs, and builds memories together. This year’s can’t-miss experience is a two-hour cruise on the Odyssey, a glass-top boat on the Chicago River—complete with views, music, and all the good vibes. (Plus, Freddy said to bring your swimsuit because where else can you swim and look at the skyscrapers?)

8️⃣ 𝗔 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝘄𝗶𝘁𝗵 𝗮𝗻 𝗮𝗯𝘂𝗻𝗱𝗮𝗻𝗰𝗲 𝗺𝗶𝗻𝗱𝘀𝗲𝘁. SER fosters a spirit of generosity and collaboration. There’s no gatekeeping—just mentorship, transparency, and encouragement. You’ll leave with tools, connections, and renewed energy.

9️⃣ 𝗟𝗲𝗮𝗿𝗻 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. The speaker lineup includes top leaders in financial planning, marketing, and client services—all with lived experience navigating the industry. Learn what to look for in contracts, designations, and client relationships from people who’ve been there.

🔟 𝗔𝘄𝗲𝘀𝗼𝗺𝗲 𝗽𝗿𝗶𝘇𝗲𝘀.Just for registering and posting about your attendance, you could win AirPods, an iPad, or Latino-owned brand swag like Nopalera and Salud (but you have to register and post your "I'm Attending" graphic to enter to win!). Plus, hotel discounts are extended through Labor Day week so you can make a trip out of it.

Will we see you in Chicago? We hope so! Register today.