We are thrilled to announce our second symposium of 2026, which will take place June 16th & 17th at The Seagate Hotel & Spa in Delray Beach, Florida.

Invested in Her: How Advisors Can Better Serve Women Investors provides financial advisors with insight into the perspectives, priorities, and challenges female clients bring to the planning relationship. This two-day symposium will equip advisors with strategies to better understand female clients’ needs, address common engagement gaps, and create planning experiences that encourage participation, long-term trust and supports multi-generational wealth planning. Sessions will focus on behavioral finance, navigating life transitions, and aligning financial strategies with client values—helping advisors strengthen relationships and differentiate their practice.

If you’re interested in attending please complete the registration form. Please reach out to Mindy Marble at mmarble@kfn.com with any additional questions.