From Sept. 7 to 10, 2025, the fourth annual Future Proof Festival was held in Huntington Beach, California.
In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “From Values to Value: Personalization Without the Politics,” on Sept. 10, 2025 on the Ocean Stage.
(I also moderated a panel at Future Proof in 2023.)
Here is the description:
“Clients want their investments to reflect their personal values without turning their portfolios into political statements. This panel explores how to help investors define what matters most and translate it into clear, actionable portfolio decisions. You’ll learn how to deliver personalization that builds trust, keeps the focus on performance, and supports long-term client goals.”
Here is a video of the session on YouTube: https://www.youtube.com/watch?v=vst-JgMFytU
*(Photos courtesy of Harris Nydick, StreetCred PR and Ethic.)
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