Association of African American Financial Advisors - Quad-A

10/02/2026

VISION 2026 · The Wealth Shift: Ownership, Legacy & the Next Era.

The most technical hour of the weekend: Estate Planning Mastery 2.0.
Devin Ekberg of PIMCO, Terry Hermann of Invesco, Tia Jones Graham of the PBS Foundation, Kenan Peterson of Baird and Christopher Watson of Wilson Wealth on advanced trusts, multi generational tax planning and legacy giving.

Save it for the next client meeting.

09/30/2026

The Wealth Shift: Ownership, Legacy & the Next Era got done between the sessions.

Twenty two sessions ran over three days at the JW Marriott. The corridors outside the ballroom never emptied. Advisors who had only known each other by name stood in circles and compared notes. Students found the person they had wanted to meet for a year. Cards changed hands, and some of those cards have already turned into calls.

None of it was on the agenda. All of it is why people come back.

If you recognize anybody in these frames, tag them. Then tell us what the conversation was about.

09/29/2026

The session everyone was taking notes in at VISION 2026 · The Wealth Shift: Ownership, Legacy & the Next Era.

Cybersecurity in the Age of AI, presented by Rachel Wilson of Morgan Stanley Wealth Management. Three things to do this quarter, on frame three: verify every voice before you move money, know which vendors hold your client data, and rehearse your bad day before it happens.

Save this one. You will want it when a client asks.

09/28/2026

The next generation was in the room at VISION 2026 · The Wealth Shift: Ownership, Legacy & the Next Era, and not as spectators.

Students and early career professionals spent three days in the same sessions as managing directors and firm owners. They asked questions from the floor. They sat across from people twenty five years ahead of them and got straight answers about what this career actually looks like.

Some of them left Washington with a mentor. Some left with a contact they fully intend to call. All of them left having seen, up close, that this profession has room for them.

09/25/2026

VISION 2026 · The Wealth Shift: Ownership, Legacy & the Next Era

The signing line ran past its slot. John Hope Bryant took the VISION 2026 main stage on day two and made the case that financial literacy is a form of ownership, not a courtesy. Then he sat down with Capitalism For All and kept signing.

Send this to the one person you keep telling to read it.

09/23/2026

More than 800 people. One room. VISION 2026 · The Wealth Shift: Ownership, Legacy & the Next Era.

Three days, twenty two sessions, seventeen exhibitors, and a ballroom that kept filling.

09/23/2026

Quad-A member Nicolas Abrams joined CNBC to talk AI and the future of 401(k)s. We’re proud to see our members leading important industry conversations!

09/23/2026

Check out Quad-A member Nicolas Abrams, CFP® on CNBC with Sharon Epperson, discussing how the AI trade is making its way into Americans’ 401(k)s—and what investors should know.

AI-related stocks have been volatile this week, amid new questions about the pace of AI development, capacity constraints and safety concerns. For millions of retirement savers, the AI trade is already growing inside their 401(k)s. CNBC's Sharon Epperson joins 'Squawk Box' with the details.

09/22/2026

You can tell what a session is worth by what the room does while it runs.

The VISION 2026: 25 Years of Influence, Impact and Enduring Legacy main stage drew more than 800 people, and held them. Stephen A. Smith on ownership with Eric Harley of Merrick Financial Group on Thursday afternoon. John Hope Bryant on financial literacy the next morning.

Nobody drifted out early. People leaned forward, reacted out loud, wrote things down.