| INVEST | June 12-13, 2023 | New York, NY |
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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. |
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| Connect with key players in wealth management | |
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Meet the women in our speaker lineup | |
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| | Mollie Colavita | Head of Practice Management
J.P. Morgan Wealth Management |
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| Penny Phillips | Co-Founder & President Journey Strategic Wealth |
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| Ashley Longabaugh | Wealth Management Research Principal Celent |
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| | Anne Lester | Savings Guru, Media Commentator and Author |
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| Marguerita Cheng | Chief Executive Officer Blue Ocean Global Wealth |
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| Sindhu Joseph | CEO CogniCor |
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Ready to showcase your solution in a live demo? | |
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| The deadline has been extended to May 13, 2023. |
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| | | *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. | Apply to Demo → |
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