Event overview

Chicago is home to some of the world's finest banks and financial institutions -- many of whom focus on the ultra-high-net-worth demographic.

Join STEP Chicago as we bring together many of these experts for its 2nd Annual Conference, which will focus on Modern Financial Planning.

Statistic

Last Year's Conference

6

Sessions

83

Attendees

5

Countries

CHICAGO IS A PLACE

Where America’s Money is Managed

Chicago has long been home to some of the largest money managers in the country, serving some of the wealthiest American families.

Fees

STEP Members: $400
Non-Members: $500
Students: Complimentary

Continuing Education

STEP CPD & Illinois MCLE (for Attorneys)

Date

Thursday, July 16, 2026

Countdown

Days To Go

See you in