(subject to change) | ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit
| Seoul Food • Mill District (421 E. 26th Street, Charlotte NC) |
| TIME | WORKSHOP • PILLAR ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit | |
| 6:00–7:00pm | The Why Behind Money Decisions ♦ • Insight | |
| 6:00–9:00pm | The Power of One Kickoff + Karaoke! • Intention |
(320 E. 9th Street, Charlotte NC) |
| TIME | WORKSHOP • PILLAR ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit |
| 9:00–9:30am | Registration and Meet & Greet |
| 9:30–10:00am | Welcome! How to Make the Most of Your Investment • Intention |
| 10:00–10:30am | Gold, the Economy and Not Losing Your Mind in 2026 ♦ • Investing Mentor: Lynette Zang |
| 10:30–11:00am | Invest In Good, not Greed: How To Help Your Audience Beat The Billionaires ♦ • Investing Mentor: Janine Firpo |
| 11:00–12:00pm | Ask The Mentors: $1M Q&A • Investing |
| 12:00–1:30pm | Meet + Eat: Mastermind Lunches • Intention |
| 1:30–2:15pm | The Wow and How of Building a Millionaire Network ♦ • Interconnectivity Mentor: Lynnette Khalfani-Cox, Earl Cox, Marsha Barnes |
| 2:15–2:45pm | Ask The Mentors: $1M Q&A • Interconnectivity |
| 2:45–3:30pm | Creation Stations: Real-Time Content Collaborations • Interconnectivity |
| 5:00–5:45pm | Meet + Eat: Get Interviewed On The Green Carpet! • Impact |
| 5:45–7:45pm | Bond Night: The 15th Annual Plutus Awards! • Impact |
| 7:45–9:00pm | Creation Stations & Desserts • Impact |
(320 E. 9th Street, Charlotte NC) |
| TIME | WORKSHOP • PILLAR ♦ eligible for AFCPE® credit | ♥ eligible for CFP® CE credit |
| 9:00–9:30am | Welcome Back! How To Make The Most Of The Day • Intention |
| 9:30–12:00pm | Your Business Plan to Harvest the Power of One ♦ • Income |
| 12:00–1:30pm | Meet + Eat! Mastermind Lunches • Interconnectivity |
| 1:30–3:30pm | How To Compete In A Crowded Content World: Plutus Voices Competition • Impact |
| 3:30–4:00pm | Wrap-up • Impact |
This year marks a major milestone for our community. The Plutus Awards turn 15, and we’ll celebrate the occasion during the 15th Annual Plutus Awards Ceremony at the Power of One | Plutus Impact Summit this May in Charlotte.
For 15 years, the Plutus Awards have recognized the writers, podcasters, educators, and creators helping millions of people make better decisions about money. But this year, we’re doing things a little differently.
Instead of traditional award categories, we’ll be honoring leaders in personal finance content whose impact, integrity, and leadership are shaping the future of financial conversations.
Yes—as in James Bond. Expect a little elegance, a little fun, and a great reason to dress up.
But the theme also reflects something deeper: the bonds within the Plutus community. For years, those relationships have helped creators launch careers, collaborate on projects, and grow ideas that reach millions of people.
This year’s ceremony will celebrate 15 years of impact, the strength of our community, and the leaders helping shape what comes next.

Sold his Blog, Now Girl Dad

Retired at 40, Now all K-Pop

CEO, Financial Influencers Network

The Money Coach®

Most Entertaining Economist

Angel Investor for Better

The Stacking Benjamins Show

“Yes, I Am Cheap”

AFCPE Board of Directors

Happy Money Happy Life

20-year Financial Journalist

Analog Ambassador

FE FI FO FUM Services

The Finance Bar













Seoul Food (Mill District)
421 E. 26th Street
Charlotte, NC 28205
Thursday (Day 1) & Friday (Day 2):
The Dubois Center of UNC Charlotte
320 E. 9th Street
Charlotte, NC 28202
We recommend flying into Charlotte Douglas International Airport (CLT), which is the closest and most convenient airport.
From the airport, attendees can reach the retreat venues via:
• Taxi or rideshare services (Uber/Lyft)
• Rental car
These nearby hotels are recommended by VisitCharlotte.com with restaurants close by to meet others over meals during breaks.
• Homewood Suites 4th Ward
• Springhill Suites Charlotte Center City
• DoubleTree City Center
Interested in becoming a sponsor of the Plutus Impact Retreat or Plutus Awards?
Email: partners@plutusfoundation.org