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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

CHIP (Changing How Individuals Prosper)


CHIP is a financial services marketplace that aims to help individuals easily find financial planning, tax, estate, and financial coaching professionals of color. Our mission is to provide a safe environment for inclusive, authentic financial services tax & estate planning. While increasing the visibility of these professionals to help close the racial wealth gap in America. We intend to ensure people feel seen, heard, and valued with their money.