[ACT NOW] Early-bird rates expire this Friday

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Early-bird rates expire this Friday, March 17 →

INVEST

June 12-13, 2023 | New York, NY

EARLY BIRD RATES EXPIRE THIS FRIDAY

Save up to $300 on your ticket

Limited-time savings expire soon

Hi Voornaam,

Financial Planning's INVEST features multiple track sessions that provide wealth management leaders and advisors with actionable insights they can use to improve their practice and client management skills. Take advantage of early-bird rates before they expire this Friday!

Lock in the lowest ticket price today →

Featured Track Sessions

Improving the Client Experience

A New Approach to Drive Engagement Up with Your Younger Customers

What you'll learn:

► Understand the true mindsets and motivations of the Millennials-and-under crowd

► Integrate the latest brain science to that new, more accurate understanding

► Adopt new practices that build trust and inspire action--so younger customers engage at higher rates

Session Speaker

Anne Lester

Savings Guru, Media Commentator and Author

Future-proofing your Practice with Wealthtech

The Future of The Financial Advisor

What you'll learn:

► Identify human irrationality that influences financial decisions

► Deepen understanding of human emotions

► Learn strategies to help clients overcome irrationality

Session Speaker

Matt Reiner

Managing Partner & Senior Investment Advisor
Capital Investment Advisor

Understand Compliance and Regulation in 2023

Compliance Challenges When Going Independent

What you'll learn:

► Identifying and overcoming the most disruptive obstacles while transitioning to an Independent RIA

► Understanding the importance of selecting technology through the transition to create maximum alignment between operations and compliance processes

► Designing a compliance program that addresses the risk areas most likely to impact the Adviser's firm based on commonly leveraged firm criteria

Session Speaker

Scott Gill

Founder, Senior Compliance Consultant
Synergy RIA Compliance Solutions

Travel with Purpose

New York Hilton Midtown is a short walk from Central Park, Rockefeller Center, Radio City Music Hall, and the MoMA, and just a few blocks from Times Square, Broadway theaters and the Fifth Avenue shopping district. Rooms are limited, so get ahead of the curve and book your room at the most cost-effective rate.

Reserve my room →