Fuel your firm’s growth with stronger connections

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Early-bird rates have been extended until March 17 →

INVEST

June 12-13, 2023 | New York, NY

Increase efficiency. Boost effectiveness. Drive growth.

Hi Voornaam,

Getting the most from wealthtech — from attracting clients and improving experiences to staying compliant and harnessing the power of AI — is our aim at Financial Planning's INVEST conference. Because having tech is the first step, but utilizing it to maximize benefit for your firm and clients is the ultimate goal.

From practical execution to strategic impact, we will feature the topics and discussions most relevant to you and your firm. Take advantage of early-bird rates and attend the premier destination for wealth management leaders.

Save up to $300 on my ticket →

No other conference bridges the gap between wealthtech and investment services

There's no place like New York City

Recharge your energy after a day of insights and strategic conversations in the best city in the world. Discover the countless museums, best restaurants and eclectic neighborhoods —you will never run out of places to go or people to meet.

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 →