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The future of digital payments: which trends will rule in 2021 and beyond

2020 was the year of contactless payments and transactions. To keep up with this contactless way of business, every company and transaction had to undergo a digital transformation. Cash is no longer king and set to be the least common payment method worldwide by 2022. Our speakers will take a closer look at the trends and strategies that will shape the industry in the coming year.

FP Rising Stars: The tectonic shift in financial planning & wealth management

Join Financial Planning’s Editor-in-Chief, Chana Schoenberger; Chief Correspondent Tobias Salinger; industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes that the financial advisory sector is currently undergoing. Mark, Dasarte, Tobias and Chana will explore the catalysts driving this transformation and how they will impact the client /advisor relationship of the future. In addition, come and meet Financial Planning’s Rising Stars for 2021.

State of the wealth management industry: Where is it going?

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis. This has resulted in new industry standards in terms of how advice and investment products are given.

Strategic planning: The health and wealth connection

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join us as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners.