CNBC Events

We want to extend a special thank you to our sponsor, Nuveen, a TIAA company, for helping create such an invigorating and engaging event. We appreciate your support for the #CNBCFA Summit!

WE'RE LIVE: The CNBC Financial Advisor Summit is live! Bradley Tusk opens the event with CNBC's Leslie Picker to discuss his thoughts on potential state, local and federal policy changes that may impact investments across the hottest industries with the new administration. #CNBCFA

TOMORROW 12/10 at 1pm ET: Join me for insightful discussion about a key concern for millions: TAXES! Register here - https://bit.ly/3NY0yot - for the CNBC Financial Advisor Summit! TAX CUTS President-elect Trump made many promises on the campaign trail about cutting taxes - from Social Security taxes to no tax on tips or overtime pay. Meanwhile, 2025 is a must-pass year for key parts of Trump’s 2017 Tax Cuts and Jobs Act, with failure to act resulting in across-the-board tax increases on individual taxpayers and automatic increases in some business taxes. THE IMPACT At the #CNBCFA Summit, we’ll discuss the likelihood of various scenarios and the implications for investors - with insights from Marianela Collado, CPA/PFS, CFP(R) of Tobias Financial Advisors and the Tax Foundation’s senior economist Erica York. #markets #taxcuts CNBC Events Financial Planning Association (FPA), NAPFA - National Association of Personal Financial Advisors, Association of African-American Financial Advisors, CFP Board, American Institute of Certified Public Accountants (AICPA), Financial Women's Association

TOMORROW 👉 Don't miss the FINAL virtual #CNBCFA Summit! Our speakers are ready to share the latest trends, emerging risks, and strategic insights that can help YOU better serve your clients. Get the insight and the CFP CE credits when you attend! #financialadvisor #markets #rates #money JOIN US: https://bit.ly/4fWJN9m

NEXT WEEK: David Zervos and Barbara Doran join the virtual CNBC Financial Advisor Summit to discuss rates, the likelihood of easing in 2025 and what it could mean for a labor market that may be softening. Don't miss it - get your ticket TODAY! #CNBCFA #rates #finance #markets JOIN US: https://bit.ly/3NY0yot

President-elect Trump made many tax cut promises on the campaign trail, from social security taxes to no tax on tipped income or overtime pay and reducing corporate income taxes. Meanwhile, it is a must-pass year for key parts of Trump’s 2017 Tax Cuts and Jobs Act, with failure to act resulting in across-the-board tax increases on individual taxpayers and automatic increases in some business taxes. At #CNBCFA Summit, Sharon Epperson will discuss the likelihood of various scenarios and the implications for investors with Erica York and Marianela Collado, CPA/PFS, CFP(R). #markets #taxcuts JOIN US to get the insight: https://bit.ly/3NY0yot 

Over the past year, investors poured money into trends like AI, electric vehicles, as well as sports and election betting. Will regulators slow their growth in the year ahead or will government go-aheads give them more room to run? Venture Capitalist Bradley Tusk will share his thoughts on potential state, local and federal policy changes that may impact investments across the hottest industries at the CNBC Financial Advisor Summit. #CNBCFA #markets #economy Learn more and join us: https://bit.ly/3NY0yot

The end of the year is a busy time for FA's, so we're keeping this CNBC Financial Advisor Summit short and sweet. This online event delivers the latest trends, emerging risks, and strategic insights in just two hours, ensuring you gain valuable knowledge and actionable takeaways while staying focused on what matters most—serving your clients. #CNBCFA #finance #markets #economy Get your ticket today: https://bit.ly/4fWJN9m

Greenlight Capital's David Einhorn joined Delivering Alpha last week, sharing his thoughts on the broken market and where he's setting his sights for opportunity. Watch his session below to see where the famed hedge manager is putting his money to work and where he sees the market going. #DeliveringAlpha WATCH: https://lnkd.in/e6UvkgSx

📢DEADLINE EXTENDED📢 There's still time to nominate a female leader for the CNBC Changemakers list! The list recognizes women transforming business and philanthropy, female leaders who have accomplished a meaningful achievement in 2024. The goal of our list is to highlight trailblazing women who have defied the odds — about 10% of Fortune 500 CEOs are women, and female founders draw less than 2% of venture capital dollars. Changemakers are taking novel approaches to old business problems and identifying new business opportunities. Nominate your leader and learn more here: https://bit.ly/4eBc57W