$590.00 USD

Which type of FTI/SMI member are you?

CFP Board ID Number for continuing ed (or N/A if not applicable)

I agree that this payment is made in full. All sales are final, and the organization does not offer any money-back guarantees.

Subscribe to our email list.

I have read and agree to the terms and conditions of this page.

Mid-Year Conference 2027 - FTI/SMI

Monday, March 22 & Tuesday, March 23, 2027

1:00 EST - 5:00pm EST each day

Cost: $590

Benefits:

Expert Sessions: Intensive and interactive sessions led by industry leaders, focused on helping you guide your clients to a transformative retirement.
Resource Materials: Comprehensive access to presentation slides, handouts, and resources to support your learning.
Continuing Education Credits: TBA

We’re excited to have you join us for this enriching community experience!

Cancellation & Refund Policy:

Cancellations before March 5th, 2027 receive 100% credit towards a future FTI/SMI event. All sales are final, and our organization does not offer any money-back guarantees.