About this Event
2026 Economic Summit: The Future of Digital Assets, Artificial Intelligence, and Investing
Join us for the 2026 Economic Summit, a premier event bringing together leading voices in finance, technology, and innovation. This year’s summit will explore how digital assets, artificial intelligence, and shifting market dynamics are shaping the future of investing.
Gain insights from industry experts, including:
- Keynote Speaker Ed Slott "America's IRA Exert"
- Lance Roberts, Michael Lebowitz, and Adam Taggart on the latest investment strategies and market outlook
- AI thought leader Brain Dunlap on how artificial intelligence is transforming decision-making in finance
- Top cryptocurrency expert Vinay Gupta on the evolving landscape of digital assets
Whether you’re an investor, advisor, or simply curious about the future of money and technology, this event is designed to provide practical knowledge and forward-looking perspectives.
Register today to secure your spot at the forefront of financial innovation.
Saturday Agenda
🕑: 07:00 AM - 08:00 AM
Registration + Welcome Breakfast
Info: parking, what is served for breakfast, what room are we in Network with other attendees and meet our team of CFP® professionals.
🕑: 08:00 AM - 08:45 AM
Ed Slott (need a title)
Host: Ed Slott
Info: Ed Slott,CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media.
Mr. Slott is a Professor of Practice at The American College of Financial Services and regularly presents keynote presentations on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs and attorneys, including virtual events drawing thousands of attendees nationwide.
🕑: 09:00 AM - 10:00 AM
Financial Planning Q & A + 10 Action Items before EOY
Host: Danny Ratliff and Richard Rosso
Info: Danny Ratliff - Sr. Financial Advisor, CFP®, ChFC® and Richard Rosso - Director of Financial Planning, MS, CFP®, CIMA®, CEPA®, TPCP® provide valuable insights on how to effectively structure your savings, manage risk, and craft a secure future for your retirement.
🕑: 10:15 AM - 11:00 AM
Brian Dunlap (AI)
Host: Brian Dunlap, CIMA®, DACFP® Director
Info: Brian Dunlap, CIMA®, CBDA® is a senior product strategist covering
BlackRock’s Thematic, Alpha, Digital Assets & Alternatives ETFs within
BlackRock’s Global Product Solutions organization.
Brian is responsible for engaging with BlackRock’s clients to represent his
team’s product expertise, market views, industry & investment trends and
portfolio insights. Brian is also responsible for managing a team of
product strategists across several suites of ETFs including thematic,
digital assets, real assets and active ETFs, among others.
Prior to this role, Brian was the Head of Fixed Income & Multi-Asset
Product within BlackRock’s US Wealth business. There he was responsible
for partnering with Portfolio Managers and our sales teams to establish
and execute the distribution strategy, craft the commercial narrative and
lead product innovation for USWA across this product suite.
🕑: 11:00 AM - 11:30 AM
Lunch
Info: what's for lunch?
🕑: 11:30 AM - 12:15 PM
Mike Lebowitz presentation
Host: Michael Lebowitz Portfolio Manager, CFA®
Info: add description
🕑: 12:30 PM - 01:15 PM
Lance Roberts presentation
Host: Lance Roberts
Info: Lance Roberts
Chief Investment Strategist
🕑: 01:30 PM - 02:15 PM
De Mystifying Digital Assets
Host: Vinay Gupta
🕑: 02:30 PM - 04:00 PM
Q&A with Adam Taggart, Lance Roberts, Mike Lebowitz
Host: RIA Strategists, Portfolio Managers
Info: Gain direct insight into today’s markets and tomorrow’s opportunities at this interactive roundtable discussion with the investment professionals behind your financial strategy. This session is designed to give clients and guests a transparent, behind-the-scenes look at how our strategists and portfolio managers navigate market trends, manage risk, and align investment decisions with long-term financial planning goals.
Whether you have questions about the economic outlook, asset allocation, portfolio construction, or market volatility, this is your opportunity to ask them directly to the experts managing and guiding investment strategies every day.
Event Venue & Nearby Stays
Hotel Sonesta, 2222 West Loop South, Houston, United States
USD 233.00 to USD 290.00
