Wells Fargo agreed last week to pay $1 billion in federal penalties for violating consumer protection laws with its auto loan and mortgage lending practices.
Topics covered will include the difference between investing on your own and using computer programs, debt, 401(k)s and artificial intelligence trends.
The keynote speaker will be Anthony Barrows of Ideas42, a team of academics and researchers who study behavioral science to help address social issues.
Venice's J.E. Charlotte Construction Corp. recently completed a 10,000-square-foot retail and office building in downtown Venice for Pinkerton Private Wealth.