Upcoming Events



Financial Planning for Non-traditional Families

Tuesday, January 24, 2017

Your clients are evolving and your practice needs to evolve with them. There is no longer a "traditional" definition of the American family. Today's modern families defy categorization, but they do have one thing in common: they need your help with financial planning.

Non- traditional families face a variety of financial issues, including an impending "retirement crisis" because many have not saved enough to support themselves in retirement.

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  • Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.



2017 Women to Watch

Wednesday, March 8, 2017

On March 8, InvestmentNews will honor this year’s Women to Watch Awards recipients and Deena Katz, winner of the Alexandra Armstrong Award, at our 2nd annual Women to Watch Awards luncheon at the Pierre Hotel in NYC.

This past March, we had a sellout crowd of over 300 of the who's who of the financial services industry to celebrate our 2015 award winners. This year, we expect the momentum to continue, and we could not be more pleased to celebrate with these women.

  • Venue: The Pierre Hotel

    Location: New York, NY

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2017 Icons & Innovators

Monday, April 3, 2017

On April 3rd, InvestmentNews will honor this year’s Icons and Innovators recipients at our inaugural Icon’s and Innovator’s Awards luncheon at the Essex House in NYC.

These awards recognize financial advisers and industry professionals in two capacities:

Icons: Those who have contributed profoundly and consistently to the success and advancement of the financial advice profession.

Innovators: Those who have conceived new ideas and tools that have propelled the industry forward.

Join John Bogle, founder of The Vanguard Group, and our other outstanding honorees, as they share their knowledge and insight and help us celebrate and honor their accomplishments.

  • Venue: JW Marriott Essex House

    Location: New York, NY

    Conference E-mail:

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2017 Retirement Income Summit

Tuesday, April 25, 2017

InvestmentNews is pleased to celebrate 11 years of the Retirement Income Summit - the industry's premier retirement planning conference.

Much has changed - and much remains to be learned. Join us April 24-25 to discuss how the future is full of opportunity for the financial advice industry, and listen to leading experts debate what's in store for our economy, markets, and the state of retirement income.

  • Venue: Westin Chicago River North

    Location: Chicago, IL

    Conference E-mail:

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