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Rise and Shine Workout on the Roof
Start your day with an energizing rooftop workout designed to wake up your body and mind. Whether you're a seasoned fitness enthusiast or simply looking to get moving, this session is a great way to build energy, connect with fellow attendees, and kick off the day feeling strong and ready for what's ahead.
Breakfast & Registration
8:30 to 9:20 a.m.
Location to follow
Fuel up for the day with a delicious breakfast while connecting with fellow attendees. If you didn't have a chance to check in the night before, this is the perfect time to pick up your conference badge, welcome bag, and event materials before we officially kick off the day.
Opening Remarks
Join Ana and Vanessa, co-founders of SER for Latinos in Financial Services, as they welcome you to the conference and set the tone for the day ahead. They'll share the vision behind SER, what to expect throughout the event, and why investing in yourself and this community matters.
Con Calma
Breathing for Confidence and Calm in High-Stakes Moments
Take a moment to slow down and reset before the day begins. In this interactive session, you'll learn simple breathing techniques you can use before presentations, difficult conversations, client meetings, or any high-pressure moment. Leave feeling more grounded, focused, and ready to take on the day with confidence.
Join TEDx speaker and AI strategist Silvana Pimentel as she shares how one AI tool has transformed the way she works and how it can do the same for you. Whether you're building your book of business or managing an established practice, you'll learn practical ways to save time, build authority, streamline your workflow, and create more meaningful client connections.
AI as Your Super Poder
Save Time, Build Authority and Attract the Right Clients
Créelo
Building the Courage to Communicate Your Worth (Activity)
Learn how to confidently communicate your value by leveraging your personal brand, marketing collateral, and authentic story. Through hands on activities and networking, you'll practice making meaningful connections and sharing what makes you stand out.
10:40 to11:30 a.m.
Stephan De Man with Vanessa Martinez as Moderator
Cafecito Y Conexión
Snack & Networking Break
You're not you when you're hungry! Grab a snack, stretch your legs, and connect with your SER Familia before we head into the next session. It's the perfect time to recharge, continue great conversations, and make a few new connections.
Success isn't one size fits all. With social media constantly showcasing wealth and status, it's easy to believe there's only one path to success. In this session, our speakers will challenge that idea by sharing how they've built meaningful careers in different ways. Whether it's serving a niche community, creating impact through financial planning, advancing racial equity, or aligning your work with your values, you'll leave with a broader perspective and the confidence to define success on your own terms.
Tu Exito
Defining Success on Your Terms
Step into the advisor's seat as you work through a live case study on stage. See how experienced professionals navigate real world situations, make decisions, and communicate with confidence. Then, reflect on how you can apply those lessons to your own career and everyday professional interactions.
Con Confianza
Prepare, Present & Stand Out
Comida y Comunidad
Lunch
Enjoy lunch with your SER Familia while building new connections and continuing conversations from the day's sessions. Share ideas, exchange experiences, and recharge before the afternoon programming.
Respira y Regresa
A Breathing Reset to Move From Excitement to Focus
Take a moment to pause, reset, and recenter before the afternoon sessions. Through guided breathing and mindfulness, you'll calm your mind, recharge your energy, and shift from excitement to focused intention so you're ready to make the most of the rest of the day.
Cultivar:
How to Fortify the Organic Growth in Your Practice/Role
Growth isn't just about getting more clients. It's about attracting the right ones. Learn practical strategies to grow your practice or career through centers of influence, educational workshops, and authentic marketing. You'll also explore how to identify red flags, navigate compliance and legal considerations, and recognize that not every client is the right fit. Sustainable growth starts with intentional relationships and smart decisions.
Mas Que Dinero
Weaving Together Legacy and Wealth for Generations
Growth isn't just about getting more clients. It's about attracting the right ones. Learn practical strategies to grow your practice or career through centers of influence, educational workshops, and authentic marketing. You'll also explore how to identify red flags, navigate compliance and legal considerations, and recognize that not every client is the right fit. Sustainable growth starts with intentional relationships and smart decisions.
Cimientos
Laying the Foundation of a Lasting Advisory Practice
Growth isn't just about getting more clients. It's about attracting the right ones. Learn practical strategies to grow your practice or career through centers of influence, educational workshops, and authentic marketing. You'll also explore how to identify red flags, navigate compliance and legal considerations, and recognize that not every client is the right fit. Sustainable growth starts with intentional relationships and smart decisions.
4:45 to 5:15 p.m.
Cristian Mundy & Diego Verdugo with Freddy Garcia as Moderator
Markets & Margaritas
What Today's Market Trends Mean for You and Your Clients
Unwind while gaining valuable market insights. This session explores today's economic landscape, emerging market trends, and what they mean for your clients and your practice. Leave with practical takeaways and fresh perspectives to help you navigate market conversations with confidence.
5:15 to 6:00 pm
Javier Tafoya, TBD, and Gloria S Garcia Cisneros as Moderator
Closing Party at Lucky Strike
Keep the conversations going at Lucky Strike! Join your SER Familia for an evening of bowling, food, drinks, and networking in a relaxed setting. It's the perfect opportunity to build new relationships, strengthen existing ones, and end the day with a little friendly competition and a lot of fun.
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