2026 United Planners Conference

In early June, the entire Lee Stoerzinger Wealth Management team traveled to Phoenix, Arizona, to attend the 2026 United Planners National Conference. It provided the opportunity to bring the team together, and engage at a deep level, making the experience very meaningful. Throughout the conference, much of the focus was on the future of our industry and what the client experience will look like. Within that realm, sessions covered technology, compliance, cybersecurity, regulatory developments, economic updates, scaling business, and a whole host of different parts that fit together in a successful service model. There was a lot to take in, but good stuff. Change is definitely a constant in our world.

One of the biggest topics of the week was AI (artificial intelligence) and how it will shape the future of financial planning. It’s interesting that one would think it would be related to how money is managed, but in reality, it’s more about systems and business, reducing repetitive tasks, working more efficiently, and creating more time for meaningful client conversations. We are already using it in several channels of our operations and expect it to significantly increase in the future.

Another important theme was the continued emphasis on protecting client information and maintaining strong compliance standards. As technology evolves, so do the expectations around security, privacy, and service. Staying informed on these topics helps us remain proactive, knowledgeable, and ready to serve clients in an evolving environment. In addition, one of the byproducts that provides much significance at conferences like this is the opportunity to spend time with other successful teams around the country. Those conversations reinforced how important it is to keep growing, adapting, and looking for ways to serve our clients. Each of us plays different roles at our firm and appreciates the opportunity to sharpen our skills in the national arena.

We returned from Phoenix excited about the future, and opportunities ahead. Most importantly, we bring a continued commitment to serving the wonderful people and families who place their trust in our team. We are grateful, and hope to make this an annual event, as we believe it provides significant value.

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