At Laurel Wealth Planning, our mission is to serve you with the most up-to-date strategies, deep insight, and tailored guidance. That’s why our three senior wealth managers—Laura, Mallory, and Jesse—attended the ASCEND 2025 Conference in St. Paul, Minnesota. Because the financial planning industry evolves quickly, attending conferences like ASCEND helps us stay ahead so we can offer you even greater value.
Why We Went
The ASCEND Conference, held October 21–22, 2025, by the Financial Planning Association of Minnesota, is a premier event for financial planning professionals. Over two days, our team immersed themselves in high-level keynotes, breakout sessions, peer networking, and thought leadership on topics ranging from client communication and practice management to emerging planning strategies.
By participating, we strengthen our knowledge base, bring home fresh ideas, and ensure that the advice we offer reflects the latest best practices in the profession. For our clients, that means access to current thinking on tax, retirement, investment, and behavioral finance issues—and a team that’s constantly learning how to serve you better.
Key Takeaways That Benefit You
While the full conference agenda covered a wide range of topics, several key themes stood out. The sessions emphasized the importance of clear, meaningful communication with clients, the integration of behavioral finance insights into planning conversations, and the role of technology in enhancing both efficiency and the overall client experience. Our team also deepened their understanding of the evolving tax and regulatory landscape and gained fresh perspectives by connecting with other leading advisors from across the country.
What This Means for You
Because our team invests time in continuing education and professional engagement, you receive the benefits of that investment: more strategic insights, proactive recommendations, and an approach that’s informed by the latest developments in the industry. We believe great financial planning doesn’t just help you react to change—it helps you anticipate it.
If you’d like to learn more about how the insights from ASCEND 2025 might apply to your situation (Refining your retirement plan? Optimizing your tax strategy? Aligning your investments with your long-term goals?), we’d love to start that conversation. To schedule a complimentary meeting, email laurel.wealthplanning@laurelwealthplanning.com or call (952) 854-6250.
Thank you for being part of the Laurel Wealth Planning family. We’re energized and inspired after ASCEND 2025 and look forward to applying what we’ve learned on your behalf.
The foregoing content was prepared by Indigo Marketing Agency with verbiage, opinions and/or financial commentary input provided by Laurel Wealth Planning.
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