Connect with key players in wealth management

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INVEST

June 12-13, 2023 | New York, NY

Hi Voornaam,

Join us for two days of engaging discussion panels and strategic conversations about the industry's most pressing topics at Financial Planning's INVEST.

Connect with key players in wealth management

Meet the women in our speaker lineup

Mollie Colavita

Head of Practice Management

J.P. Morgan Wealth Management

Penny Phillips

Co-Founder &

President
Journey Strategic Wealth

Ashley Longabaugh

Wealth Management Research Principal

Celent

Anne Lester

Savings Guru, Media Commentator and Author

Marguerita Cheng

Chief Executive Officer

Blue Ocean Global Wealth

Sindhu Joseph

CEO

CogniCor

VIEW ALL SPEAKERS

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The deadline has been extended to May 13, 2023.

*Demos should focus on demonstrating the effectiveness and impact of your solutions on real-world problems faced by the wealth management community and should offer a focused way to understand where the market is, and where it’s going.

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