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Ric Edelman
Founder & Chairman, Financial Education & Client Experience at Edelman Financial Engines


Ric Edelman is founder and chairman, financial education and client experience of Edelman Financial Engines. He is an inductee of Research magazine’s Financial Advisor Hall of Fame. Edelman is also a No. 1 New York Times best-selling author who has written nine books on personal finance.

Ric Edelman's Network

Agenda Sessions

  • Keynote: Building a Planning Practice for the 21st Century