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February 3 - February 6, 2026

Kestra Ascend 2026

Event

Leslie Smith

Liz Milacek

Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. Kestra will continue to deliver outstanding speakers, high-quality content, and thought-provoking sessions that will empower our community of high-performing advisory firms to evolve, navigate challenges, and unlock their full potential.

Build With Purpose: Clarifying Direction and Taking Action on What Comes Next

Webinar

Moderator:

  • Scott Leak, CFP®, CEPA®

Panelist:

  • Nick Davies, ProAdvisorCoach

FP Transitions and ProAdvisor Coach explore how benchmarking data and leadership coaching help advisors gain clarity, make better decisions, and scale with intention.

Join featured speakers Scott Leak, CFP®, CEPA®, Director of Business Development at FP Transitions, and Nick Davies, leadership coach to advisory firm owners, for practical insights into building a more scalable advisory business.

Pro Bono & Purpose: Why It’s Good for Business

Webinar

Moderator:

  • Kate Healy, CEO, AdvoKate IQ, LLC

Panelists:

  • Deborah Badillo, CFP®, Client Advisor, Meira Wealth
  • Maria Daley, CFP®, Head of Advisor Success & Integration, Perigon Wealth
  • Jon Dauphiné, CEO, Foundation for Financial Planning

Join The Net Positive Consortium in Wealth Management and the Foundation for Financial Planning (FFP) for an energizing conversation about why pro bono financial planning isn’t just the right thing to do—it’s a powerful investment in your firm’s culture, reputation, and long-term success.

In this session, you’ll discover how the Net Positive principles of community involvement, meaningful impact, and responsible leadership come to life through a partnership with FFP. Learn how firms of all sizes are expanding access to quality financial guidance for people in need—and how doing so strengthens employee engagement, builds trust in your brand, and deepens your firm’s connection to the communities you serve.

Whether you’re exploring pro bono work for the first time or looking to elevate existing efforts, you’ll gain actionable guidance to help you get started and create lasting impact.

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