Join us for an immersive experience in
Authentic Intelligence™: The AI for Financial Transitions Planning
Authentic Intelligence™ is the fusion of the human and the
technical sides of financial planning.
What's in store for you at the conference?
- This year, we are launching the next great chapter of the Financial Transitionist Institute®: Authentic Intelligence™
- We will challenge ourselves to continue leading the evolution of the profession.
- Dive into best practices and discover the true value of being your clients' thinking partner.
- Engage in a mix of dynamic peer sessions and in-depth workshops led by topic experts and faculty.
- Connect, network, and learn from a community of like-minded professionals with a unique and shared experience as a Certified Financial Transitionist®.
- 10 CFP® and CDFA® credits (applied for).
We’re at a critical point of evolution in our profession that directly applies to our work as Financial Transitionists®. It’s an exciting time for all of us.
November 6th – 8th, 2023, West Palm Beach, FL
Conference sessions will be held at West Palm Beach Marriott
1001 Okeechobee Boulevard, West Palm Beach FL 33401
Grab your seat to join us live & in-person!
CLICK HERE TO REGISTER!
Hotel Booking Information
West Palm Beach Marriott
1001 Okeechobee Boulevard, West Palm Beach FL 33401
>> CLICK HERE << to book the group rate of $179 per night.
Last day to book your hotel room - October 4th 2023 or until rooms run out.
Grab your seat to join us in-person live!
AGENDA
**The agenda is still in progress. Keep an eye out for the full detailed agenda in End of August 2023.
Monday
Nov 6th 2023
Mastery Morning (ONLY FTI Mastery Members) with Susan Bradley, CFP®, CeFT®
Lunch - Networking.
Pre Conference Workshop by Nancy Hetrick, CDFA, MAFF
Fred Talk with Kathy McMillan
Fred Talk with Kathy Roth
Deepen the Money Conversation, An Interactive Shared Best Practice Session by Troy Jones, CFP®, CeFT®
Welcome Opening Session by Susan Bradley, CFP®, CeFT®
Presentation by Ross Marino.
Welcome Reception at West Palm Beach Hotel.
Tuesday
Nov 7th 2023
Session & Presentation by Dr. Moira Somers, Financial Psychologist.
Introducing the Aging Plan Protocol by Miriam Whiteley, CFP®, RLP®, CeFT® and Joan Cox CFP®, CeFT®, CRPC®,
International Panel by Lovaii Navlakhi, Mariette Tappan, CFP®, CeFT® , Anja Luesink, CFP® RLP® CeFT® GFP®, and Clare Stenstorm, CeFT®.
Sponsor Session by Alyssa Rakovich, Estate Registry
Lunch - Networking
Women in Transition Session & Presentation by Linda Cao
Inheritance Presentation by Ty Phillippi, CFP®, CeFT®
Case Studies by Susan Bradley, CFP®, CeFT®
AWE Presentation by Howard Rubin
Dinner Fun Night Out with Live Music & Games at Brewhouse Gallery Lake Park
Wednesday,
Nov 8th 2023
Session & Presentation by Courtney Pullen.
Session & Presentation by Peggy Frye.
Author Panel with Traci Kaas, Laura Redfern & Jessi Chadd, CFP®, CeFT®.
Sponsor Session by White Glove.
Lunch - Networking
Business Development Presentation by Joan Cox CFP®, CeFT®, CRPC®
Town Hall Meeting
Annual Farewell Dinner at E.R Bradley's Saloon, West Palm Beach.
FTI/SMI Community Service Project
As part of the Annual Conference, any and all attendees are invited to donate their time (about 4 hours) to volunteer for a Community Project on Saturday, November 4th 2023.
More details to come...
Grab your seat to join us live and in-person!
Don't Forget to Book your Hotel Room.
Hotel Booking Information
West Palm Beach Marriott
1001 Okeechobee Boulevard, West Palm Beach FL 33401
>> CLICK HERE << to book the group rate of $179 per night.
Last day to book your hotel room - October 4th 2023 or until rooms run out.