Financial Planning
Financial Planning

Hear From the Experts!

Hear From the Experts! Don’t miss this chance to connect, network and learn from industry leaders
Don’t miss this chance to connect, network and learn from industry leaders ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

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October 9–10, 2024 | Encore Las Vegas, NV

We Have the Experts!

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Don’t miss the chance to connect and collaborate with the top minds in wealth management!  


At Financial Planning’s ADVISE AI conference, taking place October 9–10, 2024 in Las Vegas, industry leaders will convene to guide wealth management leaders in leveraging AI to scale operations, improve client engagement and grow. 

Don’t get swept away by the current of uncertainty and overwhelming options. This is your chance to gain insights directly from the industry’s top experts and innovation gurus.

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Meet Our Gurus

Tyrone Ross

CEO

Turnqey Labs, 401 Financial

Wilbur Swan

CEO

Catchlight

Sindhu Joseph

CEO

CogniCor Technologies

Suzanne Siracuse

CEO

Suzanne Siracuse Consulting

Dani Fava

Chief Strategy Officer

The Carson Group

Vimal Vel

Chief Product Officer

Morningstar Enterprise

Amanda Lott

Head of Wealth Planning & Innovation Advice Lab

J.P. Morgan

Joel Bruckenstein

President

Technology Tools for Today (T3)

Andrew Altfest

President

Altfest Personal Wealth Management

View all speakers →
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Contact us

#AdviseAI

Questions & Registration

Albert Britton
212.803.8887

[email protected]

Sponsorship Opportunities

Brad Bava
212.803.8829

[email protected]

Press Inquiries & Partnerships

Jasmine Osborne
[email protected]

Speaking Opportunities

Alyssa Mills 
[email protected]

Financial Planning

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