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Invest In Women Conference: A Significant Gathering for Wealth Management

The 11th Annual Invest In Women Conference, hosted by Financial Advisor magazine, is set to take place at the Sheraton Boston Hotel from April 21 to 23, 2026. This significant event aims to spotlight the $30 trillion opportunity in women's wealth and will feature a diverse array of topics relevant to female clients, including longevity, Roth IRAs, and generational wealth transitions. With more than 50 expert speakers scheduled to take the stage, attendees will have the chance to gain valuable insights and earn up to 15 Continuing Education (CE) credits.

Keynote Speakers and Topics

Kicking off the conference on April 21 at 2 PM, participants can expect two engaging pre-conference workshops. Notably, Navigating Challenging Sensitive Client Conversations, led by Madeline Rowe and Karin Stifler of Wealthspire, promises a wealth of knowledge for advisers handling delicate discussions with clients. An additional workshop will also be available, extending the learning opportunities for participants.

On the following day, the conference will commence with an enlightening opening address by Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab. She will address the challenges of the current volatile market environment and explore the ongoing shifts between various factors and industrial sectors.

Additionally, tax expert Denise Appleby will provide insights on Roth IRAs, detailing their relevance in today’s financial climate for clients. Following these discussions, attendees will be treated to a luncheon focused on longevity, where Dr. Joseph Coughlin, Director of the MIT AgeLab, along with Tara Latini, Executive Vice President of Wealth Distribution at TIAA, will present cutting-edge research about increasing lifespans and its implications for financial advising.

The afternoon session will feature a panel discussion, with Dr. Carolyn McClanahan, Director of Financial Planning at Life Planning Partners, facilitating an interview with Natalya Gertsik of Private Health Management and Mary Detherage, President of Xcelerate Growth Partners. They will delve into the intersection of health and wealth and explore how financial advisors can support clients during their most vulnerable times.

Another crucial discussion will center around working with ultra-affluent women and their families, presented by Dr. Lisette Cooper, Vice Chair of Fiduciary Trust, and Liz Miller, President of Summit Place Financial Advisors. This session will highlight strategies and best practices for engaging this unique client demographic. Closing the day will be a session featuring Diana Cabrices, who will provide insights on creating a recognizable brand that resonates with both human clients and AI.

Final Day Highlights

The third day is set to be equally informative as Dr. Carolyn McClanahan shares her dual expertise in medicine and financial planning, presenting techniques that can effectively assist clients in navigating their financial challenges. Kate Healy, a renowned consultant, will lead the session focused on the development of NextGen advisors and team dynamics. In another insightful panel, advisors Jamie Hopkins, Robert Laura, and Bonnie Treichel will discuss the psychological factors underpinning retirement planning.

This year’s conference will conclude with a presentation from retirement authority Mary Beth Franklin, who will share her latest findings and recommendations for how advisors can help their clients maximize their Social Security benefits in 2026 and beyond.

Don't miss out on this opportunity for professional development and networking among peers. Early-bird pricing ends on March 31, so register today to secure your spot at this transformative event focused on empowering women and advancing their financial futures. For more information, reach out to Trisha White at email protected] or call 732-580-3461, or visit [Financial Advisor Magazine’s conference page.