FTI 25th Annual Conference
'The Year of the Great Disruption'
November 10, 2025 - November 12, 2025
What's in store for you at the 25th Annual Conference
- We will challenge ourselves to continue leading the evolution of the profession.
- Dive into best practices and discover the true value of being your clients' thinking partner.
- Engage in a mix of dynamic peer sessions and in-depth workshops led by topic experts and faculty.
By attending, you can look forward to...
Mastery Morning
(Exclusively for FTI Mastery Members)
Special Topic Panel Discussions & Workshops
Keynote Presentation
Sponsor Sessions
(that align with our core values)
In-Depth Casework & Small Group Discussions
CFP® and CDFA® credits
Conference Agenda
Sun, November 09, 2025
Mon, November 10, 2025
Tues, November 11, 2025
Wed, November 12, 2025
| Time | Agenda |
|---|---|
| 3:00 PM - 6:00 PM | TBD |
| 6:30 PM - 8:30 PM | Early Arrival's Dinner - Marriott Courtyard |
| Time | Agenda |
|---|---|
| 8:30 AM - 1:00 PM | Registration & Badge Pick Up at Regency Ballroom Lobby |
| 8:30 AM - 9:30 AM | Mastery Members Breakfast |
| 9:30 AM - 11:30 AM | Mastery Morning with Susan Bradley |
| 11:30 AM - 1:00 PM | Lunch & Networking |
| 1:00 PM - 1:30 PM | Conference Welcome Session |
| 1:30 PM - 2:00 PM | TBD SESSION |
| 2:00 PM - 2:15 PM | 15 min break |
| 2:15 PM - 4:00 PM | TBD SESSION |
| 4:00 PM - 4:15 PM | 15 min break |
| 4:15 PM - 5:15 PM | TBD SESSION |
| 5:15 PM - 5:30 PM | Closing Session for Day 1 with CFP CE codes |
| 6:00 PM - 7:30 PM | Welcome Reception (dinner on your own) |
| Time | Agenda |
|---|---|
| 8:00 AM - 9:00 AM | Breakfast for all attendees |
| 9:00 AM - 10:00 AM | TBD SESSION |
| 10:00 AM - 10:15 AM | 15 min break |
| 10:15 AM - 10:45 AM | TBD SESSION |
| 10:45 AM - 11:45 AM | TBD SESSION |
| 11:45 AM - 12:45 PM | Lunch & Building our FTI Community |
| 12:45 PM - 1:45 PM | TBD SESSION |
| 1:45 PM - 2:00 PM | 15 min break |
| 2:00 PM - 3:00 PM | TBD SESSION |
| 3:00 PM - 3:15 PM | 15 min break |
| 3:15 PM - 4:15 PM | TBD SESSION |
| 4:15 PM - 4:30 PM | Closing - Day 2 with CFP CE Codes |
| 6:30 PM | Leave for Dinner |
| 7:00 PM - 10:00 PM | Hosted Catered Dinner |
| Time | Agenda |
|---|---|
| 8:00 AM - 9:00 AM | Breakfast for all attendees |
| 9:00 AM - 10:00 AM | TBD SESSION |
| 10:00 AM - 10:30 AM | TBD SESSION |
| 10:30 AM - 10:45 AM | 15 min break |
| 10:45 AM - 11:15 AM | TBD SESSION |
| 11:15 AM - 11:45 AM | TBD SESSION |
| 11:45 AM - 1:15 PM | Lunch & Town Hall |
| 1:15 PM - 2:15 PM | TBD SESSION |
| 2:15 PM - 2:30 PM | 15 min break |
| 2:30 PM - 3:30 PM | TBD SESSION |
| 3:30 PM - 3:45 PM | Closing Session for Day 3 with CFP CE Credits |
| 6:30 PM - 9:30 PM | Casual get together (non-hosted) |
Hotel Information:
West Palm Beach Marriott
1001 Okeechobee Blvd, West Palm Beach, FL 33401
