Next Chapter: Planning Your Best Life

June 16 & 17
Charged admission; Complimentary for Financial Advisors  | Open to members and non-members

The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. See what they’ve been up to and get involved in the conversations.

Next Chapter is a unique industry think tank of 40+ top executives plus experienced advisors tackling the most important issues of retirement solutions and planning. Sponsored by The Money Management Institute, Financial Advisor and The Execution Project, the Next Chapter team invites you to join them in the discussion in a virtual conference of workshops and skill sessions. Get in the game on June 16-17!

Additional Information


Featured Speakers

Sponsorship & Speaking Opportunities

For information on sponsorship and speaking roles, contact David Smith, Co-founder and Director of Third Party Content at Financial Advisor magazine, at