CNBC ANNOUNCES SPEAKER LINEUP FOR “FINANCIAL ADVISOR SUMMIT: VISION 2022” ON DECEMBER 8

Keynote speakers include Edward Jones Managing Partner Penny Pennington, Tusk Venture Partners Co-Founder and Managing Partner Bradley Tusk, SoFi Head of Investment Strategy Liz Young and more

CNBC to host virtual event on Wednesday, December 8

ENGLEWOOD CLIFFS, N.J., December 2, 2021– CNBC, First in Business Worldwide, today announced the speaker lineup for the Financial Advisor Summit: Vision 2022 taking place virtually on Wednesday, December 8 at 10am ET. The event is sponsored by Alliance for Lifetime Income, iCapital Network, Interactive Brokers, iShares and Nuveen.

The CNBC Financial Advisor Summit convenes forward-thinking financial

advisors to hear from industry experts about the state of the markets and learn innovative ways to address the needs of their clients and firms. As 2022 draws near, the event will look ahead to the new year and focus on key investment themes, the ways clients’ needs are changing, and how to face new challenges as the world continues its return to pre-pandemic life. The summit will also celebrate this year’s CNBC FA 100, CNBC’s annual ranked list that recognizes the top advisory firms that are helping clients navigate their financial lives.

CNBC’s Financial Advisor Summit: Vision 2022 agenda addresses the key market themes that will shape the year to come, including the expansion of new tech-driven trends, faster inflation, rising interest rates, and cyber defense. Critical issues for advisors, including changing tax laws and the so-called “Great Wealth Transfer” from Baby Boomers to Millennials, are also on the agenda.

CNBC anchors and reporters will moderate the interviews and content from the program will be featured on CNBC’s Business Day programming and CNBC Digital.  

The CNBC Financial Advisor Summit speakers include: 

• Douglas Boneparth, Bone Fide Wealth LLC Founder and President
• Charles Carmakal, Mandiant Chief Technology Officer
• Jamil Farshchi, Equifax Chief Information Security Officer 
• Gilbert Garcia CFA, Garcia Hamilton & Associates Managing Partner
• Ivory Johnson, Delancey Wealth Management Founder
• Stephanie Link, Hightower Chief Investment Strategist & Portfolio Manager
• Jon Mauney, Betterment for Advisors General Manager
• Penny Pennington, Edward Jones Managing Partner
• Kristi Rodriguez, Nationwide Retirement Institute Senior Vice President
• Bradley Tusk, Tusk Venture Partners Co-Founder and Managing Partner
• Sheneya Wilson, Fola Financial Founder and CEO
• Liz Young, SoFi Head of Investment Strategy

To learn more about the virtual event and register to attend, please visit: cnbcevents.com/fa-summit/. Those who attend the event can earn 5 CFP CE credits.

For more information about CNBC Events, attending, speaking or sponsoring, please visit cnbcevents.com. 

For more information contact:

Jennifer Dauble
CNBC
t: 201.735.4721
m: 201.615.2787
e: jennifer.dauble@nbcuni.com

Stephanie Hirlemann
CNBC
m: 201.397.2838
e: Steph.Hirlemann@nbcuni.com