2025 Agenda
September 3-4, 2025
Hilton Chicago/Oak Brook Hills Resort & Conference Center
Chicago, IL
Day 2
Morning Workout
7:00 to 7:45 a.m.
TBD
Start your day with a morning workout 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!
Building the Next Generation
of Financial Planners
9:30 to 10:20 a.m.
More information coming soon!
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 our panel of experts, including 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
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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!
