2021 Conference

Registration is now open for our 2021 Conference!

Financial Well-Being For You
and Your Community

Integrating Financial Self-Care to Achieve Total Wellness for All
Virtual | November 8-9, 2021
2021 Conference Registration
Now Open!

All Students

Member & Non-member
$ 125


FTA Members
$ 299


Join FTA today!
$ 399

Keynote Speakers

Dr. Sarah Newcomb

Dr. Sarah Newcomb is a director of behavioral science at Morningstar where she works to incorporate the findings of academic research into tools that help people make better long-term financial decisions. Her work on the psychology of money management has earned mentions in the NYT, Wall Street Journal, Forbes, and other notable media outlets. She is a regular contributor for Morningstar and InvestmentNews, and author of Loaded: Money, psychology, and how to get ahead without leaving your values behind.

Sachin Patel

Sachin Patel is a father, husband, philanthropist, functional medicine practice success coach, speaker, author, and plant medicine advocate. Sachin is convinced that, “the doctor of the future is the patient” and he has committed himself to helping others raise their consciousness, activate their inner doctor, and initiate their deepest healing through the use of lifestyle, breathwork, and respectful utilization of psilocybin. Sachin founded The Living Proof Institute through which he pioneered a revolutionary approach to patient-centered healthcare. Sachin coaches hundreds of practitioners around the world so that they are empowered to deliver affordable and inspired care to their communities through his Perfect Practice Mentorship Program. He is an advocate of transforming the healthcare paradigm and he has devoted his life to the betterment of health care for both patients and practitioners.

Brian Portnoy

Brian Portnoy, Ph.D., CFA is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian has written multiple bestselling books on the psychology of money: How I Invest My Money (2020), The Geometry of Wealth (2018) and The Investor’s Paradox (2014). As investor, educator, and entrepreneur, Brian worked in the hedge fund and mutual fund industries for 20 years. He gives keynote speeches and workshops around the world on topics ranging from the relationship between money and happiness to making better investment decisions. Brian serves on the advisory board of the Alliance for Decision Education, is a CFA charter holder, and earned his doctorate at the University of Chicago.


Please see below to reference the schedule for the FTA 2021 Conference. Please note that the schedule is subject to change. All times are listed in Eastern Daylight Time (EDT).

Exhibiting & Sponsorship Opportunities