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Advanced rates expire this Friday. Save up to $200 now →

INVEST

June 12-13, 2023 | New York, NY

ADVANCED RATES EXPIRE THIS FRIDAY

Limited-time savings expire soon

Limited-time savings expire soon

Hi Voornaam,

Financial Planning's INVEST will be held at the New York Hilton Midtown on June 12-13. Lock in the lowest ticket price before advanced rates expire this Friday.

Register Now →

New executive panel: Women leaders in wealthtech

Join this panel discussion to hear from three female executives paving the way in wealthtech. Learn how to grow your business, improve your process, and elevate your client experience.

Sindhu Joseph

CEO

CogniCor

Penny Phillips

Co-Founder & President
Journey Strategic Wealth

Claudia Kane

CFP, CIMA, CPWA, CDFA, ADPA
Financial Planning Association,

Raymond James

Innovative Case Studies

Jefferies on Intelligent Automation and the T+1 Mandate

Unlocking New Potential for Advisor Relationships and Experiences Using Technology

Explain to your manager why you should attend

Learn More →

ADVANCED RATES EXPIRE THIS FRIDAY

Limited-time savings expire soon

Save up to $200 now