FTI 2026 Annual Conference

November 9 – 11, 2026 | West Palm, FL

Join a powerful community of financial professionals for three days of deep learning, meaningful connection, and transformative conversations that go far beyond the numbers.

Why You Should Attend

This isn’t just another conference. It's where you will:

Strengthen your ability to guide clients through life transitions
Learn how to navigate grief, trauma, and complexity in financial planning
Build deeper confidence in your work with real-world application
Connect with like-minded professionals who truly get it

By attending, you can look forward to...

Mastery Morning

(Exclusively for FTI Mastery Members)

Thought Provoking Keynote Speakers

Interactive Discussions & Panels

(that align with our core values)

Real World Case Insights

CFP® and CDFA® Opportunities

Agenda at a glance

Speakers

Dr. Moira Somers

Susan Bradley

Christopher Dale

Dr. Ivana Polonijo

Josh Patrick

Jessi Chadd

Rick Kahler

Hannah Moore

Hotel Information:

West Palm Beach Marriott

1001 Okeechobee Blvd, West Palm Beach, FL 33401

>> Click to book your group rate <<