More Than A Decade Of Leading The Future Of Women’ s Wealth

March 29-31, 2027 Le Méridien & Sheraton Hotels, Charlotte, NC

Financial Advisor Full Price: $ 495 | Discount Code: EARLY2027

For A Qualified Financial Advisor Only

Expires 10 / 31 / 2026

2026 EVENT CE CREDITS: 18 CFP Board & 20 Investment & Wealth Institute

2026 KEYNOTE SPEAKERS

Denise Appleby, MJ, APA, CRPS, CISP CEO, Appleby Retirement Consulting Congress Continues to Lean Roth: What Advisors Must Get Right 1 Hour / Approved for CFP Board and IWI CE Credits

Dr. Joseph Coughlin Director of the MIT AgeLab A 360 Degree Look At Longevity 1 Hour / Approved for CFP Board and IWI CE Credits

Mary Beth Franklin, CFP ® RetirePro How to Maximize Social Security in 2026 1 Hour / Approved for CFP Board and IWI CE Credits

Liz Ann Sonders Chief Investment Strategist, Schwab Center for Financial Research A Market in Motion: Navigating Volatility, Rotation, and the Next Phase of the Cycle 1 Hour / Approved for CFP Board and IWI CE Credits

2027 TENTATIVE AGENDA TOPICS

• AI And The Advisor Of The Future

• The Next Billion-Dollar RIA Will Look Different

• Fee Model Evolution

• How Advisors Are Preparing Women For The Great Wealth Transfer

• Why Advisors Continue To Increase Allocations To Private Markets

• Annuities For Annuity Haters

• New Social Security Fixes Advisors Should Watch For

• NextGen’ s Money Motivation

• Prenups For First And Second Marriages

• Why Health, Longevity And Concierge Help Define Elite Advisor Practices

• Retirement After Divorce & Widowhood

• The Ultra-Rich Are Rewriting The Rules Of Wealth

• Working With Clients With Diminished Capacity

| 2027 HOTEL ROOM BLOCK |

Le Méridien & Sheraton Hotels 555 South McDowell Street, Charlotte, NC 28204

Hotel rooms are available at a discounted rate of $ 229.00 per night + tax.

Reserve by 3 / 5 / 27, to receive the discounted rate.

Register Today at: faconferences. com / iiw2027