Fuel your firm’s growth with stronger connections

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 →