Sign up today for the Connections Conference 2026, October 5-7, 2026 | ARIA®, Las Vegas

CFP Connections — CFP Board Connections Conference 2026 will be in fabulous Las Vegas, October 5-7, uniting leaders from across the entire financial planning ecosystem for a dynamic three-day experience.

Prepare to be inspired by an expanding lineup of influential voices bringing fresh ideas and big-picture perspectives to the stage. See the full agenda and speaker lineup for a closer look at the conversations and experts leading the future of financial planning.

Uniting the Profession: With content spanning emerging technologies, artificial intelligence (AI), behavioral finance and modern planning practice, Connections Conference is where the financial planning profession comes together to advise with purpose and plan with precision. This year’s agenda provides tailored programming for:

CFP® Professionals and Financial Advice Practitioners
Firm Leaders
Candidates for CFP® Certification
Registered Program Faculty
Financial Planning Researchers and Academics

View the full agenda

Marguerita In The News

The first Women’s Retirement Security Day will be held on July 14, 2026: This national awareness initiative brings together employers, financial professionals, policymakers, advocates, and community organizations to spotlight the importance of retirement readiness for women. The campaign focuses on educating audiences about the retirement savings gap women face, amplifying conversations around long-term financial wellness, and encouraging action through education, advocacy, and participation.

Speaking Gigs

Private Capital Frontiers invites you to it's Aug. 5 webinar: "Educating clients, building trust" featuring Marguerita Cheng, CFP® Pro — I will be joining an upcoming CFA Institute webinar to discuss how firms can better educate clients and build trust in increasingly complex private markets environments. We will explore strategies for communicating nuanced investment concepts clearly, improving transparency, and helping investors navigate today’s evolving private wealth landscape with greater confidence. Please join us for this conversation alongside leaders from across the industry, including Lauren Minch, CFA, and Daniel Drabinski, CFA. (CFA Institute members can earn 1 PL credit for attending.) Register today

TV Appearances

Search host Gregory Wilnau shares: "In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management." Don't miss it!

Books by Marguerita Cheng

With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to share with you my newest book this year, "Diary of a CFP® Pro." Learn a month at a time how to flex your financial muscles using tried and true strategies.