Meet our outstanding featured speakers

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Early bird rates expire next week. Register now and save up to $400 →

INVEST

June 16-17, 2022
Hilton Midtown, New York, NY

FEATURED SPEAKERS

KEYNOTE SPEAKER

Ric Edelman

#1 New York Times Bestselling Author and Personal Finance Expert

FEATURED SESSION

Opening Keynote: How Much Should Financial Advisory Firms Lean Into Crypto?

Join Ric Edelman, #1 New York Times bestselling author and personal finance expert, at INVEST for an engaging session about where crypto should fit into advisors’ work and clients’ wealth management portfolios.

*EXCLUSIVE OFFER FOR INVEST ATTENDEES*

As a registered in-person attendee at INVEST, you will receive a free copy of Ric Edelman's newest book, The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets, on-site at the event.

FEATURED SPEAKER

Cynthia Loh

Head of PFMG Product
Goldman Sachs

FEATURED SESSION

The Tech Offerings Expanding Digital Advice

Join the fireside chat with Cynthia Loh, Goldman Sachs' Head of PFMG Product, at INVEST. Examine innovative solutions that will help you compete with the most tech-savvy firms and disruptors.

Early bird rates expire next week. Register now and save up to $400 →

SAFETY PLAN UPDATE

Financial Planning and parent company Arizent are constantly monitoring guidance and mandates for in-person events made by businesses and federal, state and local agencies. As a result, we are lifting the vaccine mandate for INVEST— individuals will no longer be required to show proof of vaccination to attend in person. You can read our full safety plan here.