Shaping Wealth Announces 2025 BeFi Summit with Industry Luminaries Jason Zweig, Anna N’Jie-Konte, Mary Beth Storjohann, and Tim Maurer As Keynote Speakers

After drawing nearly 2,000 advisors in 2024, the acclaimed virtual event returns October 10^th with a focus on practical behavioral finance and human-first client engagement strategies.

CHICAGO, IL — Shaping Wealth, the leading provider of human-first advisor training and behavioral finance insights, is thrilled to announce the return of its flagship event, the BeFi Summit, on Friday, October 10^th, 2025.

After its resounding inaugural success in 2023, the BeFi Summit has become a go-to virtual experience for financial advisors seeking to transform the way they work with clients. This one-of-a-kind event brings together experts in behavioral finance, positive psychology, and advisor wellbeing to help advisors flourish alongside their clients.

This year’s event is already shaping up to be a standout, with four of the industry’s top voices slated as headlining speakers. 

• Jason Zweig, Investing Columnist at The Wall Street Journal

Known for his sharp wit and decades-long contributions to investor education, Jason Zweig is one of the most influential voices in finance today. His widely read “The Intelligent Investor” column blends rigorous financial insight with powerful lessons in behavioral economics, making him a trusted guide for millions of readers around the world.

• Anna N’Jie-Konte, Financial Advisor, Entrepreneur, and Advocate for Inclusive Wealth

A rising leader in modern financial planning, Anna is the CEO and founder of Poder Wealth Advisors and CFP Board Ambassador. She’s a passionate advocate for historically underrepresented professionals and clients in wealth management. Through her writing, speaking, and leadership, Anna is reshaping the industry’s definition of success.

• Mary Beth Storjohann, CFP®, Behavioral Finance Expert and Champion of Modern Advice

A nationally recognized financial planner, speaker, and writer, Mary Beth is the former Co-CEO of Abacus Wealth Partners, where she spent years building a firm grounded in impact, inclusion, and clarity around money. With over two decades in the financial services industry, she is a CERTIFIED FINANCIAL PLANNER™ known for sparking honest conversations about money, especially around power, purpose, caregiving, and transition. Her thought leadership has been featured in The Wall Street Journal, The New York Times, Forbes, CNBC, and NPR.

• Tim Maurer, CFP®, RLP®, The Advisors' Advisor 

Tim Maurer is the Chief Advisory Officer at SignatureFD, a Forbes contributor, and author of Simple Money. A passionate speaker and educator, he has appeared on NBC's TODAY Show, CNBC, NPR, and in The New York Times and The Wall Street Journal. Tim believes personal finance is more personal than it is finance, helping individuals and advisors align money with purpose. He is featured regularly at leading industry organizations and speaks on topics including behavioral finance, client motivation, and narrative-driven financial planning. 

Last year’s BeFi Summit included a powerhouse lineup of speakers: 

• Morgan Housel – on the psychology of money

• Kyla Scanlon – on the housing crisis and Gen Z

• Jason Pereira – on digital intimacy 

• Valerie Rivera – on partnering with first-generation wealth builders

• Cem Karsan – on better decisions in volatile markets

  
  

Our Summit sessions transcend the theory of behavioral finance and offer actionable tools that help advisors connect more deeply and guide their clients more effectively. With more dynamic and inspiring speakers to be announced soon, attendees of the 2025 Summit can expect to: 

• Understand the impact of investor psychology on spending, saving, and borrowing decisions

• Examine how critical shifts in the macroeconomy shape choices in clients’ investment portfolios

• Explore the evolving influence of technology on the advisor-client relationship

• Translate key insights about the relationship between psychology and money into actionable ways to become better decision-partners for their clients

The BeFi Summit is free to attend for advisors and firms across the globe and offers the opportunity to earn CFP® CE credit. To register for the event, happening on Friday, October 10^th click here. Visit https://www.shapingwealth.com/befi-summit and follow Shaping Wealth on LinkedIn and Instagram to stay up to date on the latest speaker line-up and agenda. 

About Shaping Wealth

Shaping Wealth is the global wealth industry’s premier learning and engagement platform powering human-first financial guidance. Led by a team of experts in behavioral finance, psychology, investing, neuroscience, and financial planning, Shaping Wealth develops coaching and content experiences designed to educate and inspire advice firms ranging from small RIAs to Fortune 500 companies. The firm has pioneered human-centric advice through transformative programs such as Building the Behavioral Advisor and the Foundations of Behavioral Advice, and received the 2024 WealthManagement.com “Wealthie” award for the industry’s most disruptive firm. Shaping Wealth trains wealth management professionals to compete and thrive. To partner with us in the humanizing of financial advice, visit www.shapingwealth.com.