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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Elaine King
Founder & CEO at Family and Money Matters Institute
Speaker

Profile

Elaine King, CFP® is the founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing. She has served as the Family’s Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans.

Elaine is a Financial Education advocate, creator of the first family financial program in LATAM, and winner of the Best Latin book award. She was recognized in 2023 as Investopedia's Top 10 Financial Advisor and in 2017 as People Magazine’s Top 25 Influential Hispanic Women. Elaine has been featured in the WSJ, Forbes, Telemundo, and CNN and is a columnist for financial journals in the US and LATAM.

Agenda Sessions

  • Hedging Bets: Inflation, Insurance, and Taxes – Protocols for Protecting Investments

    1:10pm
  • ELEVATE Roundtables

    11:00am