The Future of Advice: Expanding Wealth & Purpose
Wed, Jan 21
|San Diego, CA, USA
Join Seth Streeter for an interactive session that redefines what it means to be an advisor today. Explore the 12 Dimensions of Wealth framework, uncover new ways to deepen client trust, and learn how to integrate purpose-driven conversations that enrich impact and personal well-being.
Time & Location
Jan 21, 2026, 1:00 PM – 4:00 PM
San Diego, CA, USA
About the event
An exclusive gathering of top CPA financial planners and industry leaders. Explore cutting-edge strategies in estate, tax, and retirement planning through interactive, expert-led sessions designed to spark insights and transform your practice. As the advisory landscape rapidly evolves, so too must our definition of wealth and the role we play in clients’ lives. In this interactive session, Seth Streeter introduces the 12 Dimensions of Wealth framework, challenging advisors to move beyond financial metrics and embrace a more holistic, values-based approach. Through guided reflection, group collaboration, and practical exercises, participants will explore how to stay relevant, deepen client trust, and integrate purpose-driven conversations into their practice—walking away with clarity, inspiration, and tools to enrich both professional impact and personal well-being.