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Thursday, July 31
 

10:00am PDT

A Matter of Time
Thursday July 31, 2025 10:00am - 11:00am PDT
Speakers
Thursday July 31, 2025 10:00am - 11:00am PDT

11:15am PDT

Mistakes Investors Make and How This Understanding Has Shaped My Practice
Thursday July 31, 2025 11:15am - 12:15pm PDT
Speakers
avatar for Allan Roth

Allan Roth

Principal, Wealth Logic, LLC
Allan Roth is founder of Wealth Logic, an hourly based financial planning firm. He writes for the Wall Street Journal, AARP, and Financial Planning Magazine. He is also the author of How a Second Grader Beats Wall Street (Wiley 2009). He earned a bachelor’s degree in accounting... Read More →
Thursday July 31, 2025 11:15am - 12:15pm PDT
 
Friday, August 1
 

4:00pm PDT

Q&A with Carl Richards
Friday August 1, 2025 4:00pm - 5:00pm PDT
Facilitator
avatar for Christina Empedocles

Christina Empedocles

Principal Planner, Insight Personal Finance
Hourly, fee-only, financial planning for hardworking individuals and families.
Speakers
Friday August 1, 2025 4:00pm - 5:00pm PDT
 
Saturday, August 2
 

2:30pm PDT

The Future of Financial Literacy
Saturday August 2, 2025 2:30pm - 3:30pm PDT
Speakers
Saturday August 2, 2025 2:30pm - 3:30pm PDT
 
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