Accelerate your team's growth at INVEST

To view this email as a webpage click here.

INVEST Logo

INVEST

June 12-13, 2023 | New York, NY

Dear Voornaam,

Financial Planning's INVEST is the premier destination for wealth management leaders who want to get the most out of wealthtech. Although wealthtech can eliminate pain points for advisors and firms, it can also become a challenge when used inefficiently.

Accelerate your organization's growth by offering your team a chance to have face-to-face discussions about the most relevant challenges and solutions with firm leaders, advisors, CTOs and other wealthtech-focused professionals. Attending as a team will allow you to:

  • Participate in relevant sessions together or divide and conquer to check into different tracks that may be running simultaneously

  • Discuss, share and compare key takeaways

  • Engage in strategic discussions with fellow leaders in the profession

I would love to provide you with an exclusive group discount, so feel free to reach out and save up to 30% on your ticket price

Claim My Group Discount

Ryan Fallon 

National Account Manager

Financial Planning