Invest In Women

Addressing the Needs of Female Clients

West Palm Beach, FL | March 12-14, 2024

Invest In Women empowers financial advisors to address the needs of female clients, ushering in a new era of excellence for financial advisors, industry leaders, and their valued clientele.

Join us for networking opportunities, an array of actionable insights to further support you and your practice, and a diverse thought-leadership agenda featuring an all-star lineup of influential and expert speakers. 

This inclusive event, while known as the Invest In Women conference, welcomes and encourages both women and men to participate.

2024 Topics include:
  • What Female Clients’ Longevity Means For Social Security And Medicare Planning
  • Surviving Major Illnesses: How Advisors Can Help
  • The Harsh Reality: Every Marriage Ends
  • 3 Visions For Scaling The Advisory Firm You Want

View Full Agenda…

Featured Speakers Include:

Shannon F. Eusey

Chief Executive Officer, Beacon Pointe Advisors

Mary Beth Franklin, CFP®


Kristina Hooper

Chief Global Market Strategist, Invesco

Jenny Johnson

President & CEO, Franklin Templeton

Michael Kitces

Chief Financial Planning Nerd,

Carolyn McClanahan M.D., CFP®

Life Planning Partners

View Full List of Speakers…

FA Magazine not only showcased topics that are important to women,
but they created an environment of learning and sharing that women could thrive in.” 

– Michael Kitces of

Register For Invest In Women

A Tropical Oasis in the Heart of West Palm Beach

The Hilton West Palm Beach is located downtown adjacent to The Square shopping and dining, two miles from the Palm Beach waterfront. The hotel is directly connected to the Palm Beach County Convention Center via covered walkway. Enjoy their resort-style pool and cabanas, restaurants, live music, fitness classes, and lawn games.

Sleeping rooms are available at the discounted rate of $325 per night + tax (includes complimentary airport shuttle to/from Palm Beach Intl. Airport).  Book your room now online or by calling the hotel directly at 561-231-6000, Option 1 and referencing the group code, ZCFI.

Should you have any questions, please contact Trisha White at

Sponsorship & Speaking opportunities contact Eric Cott:

Attend Invest In Women –
Come early and attend:
Ric Edelman’s
Wealth Management Convergence March 11-12
Invest In Women begins March 12
• Same Hotel •

Register for both events and save!