With our compliments join us April 1-2 for the 6th Annual Financial Advisor Retirement Symposium. Registration can be confirmed in the link above.
For more information on the Retirement Symposium click here. Click here.

*If you are a client facing advisor or due diligence officer at a wealth management or securities brokerage firm, private bank or family office, you may qualify for our complimentary registration, compliments of Financial Advisor/Private Wealth and our conference sponsors.

Click here to view the current Agenda

Click here to view a list of Speakers

Click here and reserve your hotel room today!

Featured Speakers


Eleanor Blayney CFP Board’s Consumer Advocate	Deena Katz Associate Professor, Personal Financial Planning, Texas Tech University	Alexandra Lebenthal President & CEO, Lebenthal Holdings, LLC	Sue Thompson Managing Director, BlackRock	Dr. Katy Votava President, GOODCARE.com

Our #InvestInWomen conference highlights insight from women who are leaders in the wealth management industry. Nationally known speakers will explore a wide range of topics, including how to build a successful business, the next generation of female clients, how women can succeed in the industry, and much more.

Registration questions? Contact Linda Dunn at [email protected]
or 732.450.8866, ext. 36.

www.fa-mag.com/women