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Invest by FinancialPlanning
12
Jun
-
13
Jun
2023
When
New York

USA
Where

Financial Planning’s INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency and effectiveness. Advisors will also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees will leave with a clearer sense of how they can help their businesses grow.

Why Attend

Invest by FinancialPlanning

Empower your people with the right tech to drive growth in wealth management.

Grow

Seize the opportunity to learn how financial planners address the largest wealth transfer in our nation's history from the financial planning study.

Experience

Invest by FinancialPlanning

Be inspired

Learn how to utilize technology to improve client interactions, investment strategies and client management skills from top industry experts and leaders.

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Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.

12 - 13 Jun 2023
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Speakers and Delegates
Industry Experts and Thought Leaders

Jason Wenk
Founder / CEO
Marguerita (Rita) Cheng
Chief Executive Officer
Anne Lester
Education Fellow
Samuel S. Deane
President and CEO
James Rockwood
Founder & CEO
Matt Reiner
CEO and Co-Founder
Gary Carrai
Executive Vice President, Advisor Business Lines Strategy
David Chubak
Head Of Wealth Management
Daniel Crosby
Chief Behavioral Officer
Sindhu Joseph
Founder, CEO
Joshua Levin
Cofounder, Chief Strategy Officer, Lead for Business Development & Partnerships
Mollie Colavita
Managing Director

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