News / Info

Thank you to all of our attendees, speakers, sponsors and partners who made our 2020 Symposium our largest to date. Special thanks to the teams at Charles Schwab, Cambridge, Cetera, BNY Mellon | Pershing, and XY Planning Network for making this event possible. If you missed the event but still want to join the conversation of Diversity in Wealth Management and Financial Planning, you can head to our Library for more information.

Don't forget to register! The Diversitas Symposium is on November 3.