Rethinking65 Announced as Official Media Partner for SHIFT Conference 2024

The conference is renowned for its focus on holistic, human-first financial advice and is a pivotal gathering for industry professionals.

By Rethinking65

Rethinking65, a leading media platform in the financial advisory sector, is excited to announce its partnership with the SHIFT conference, scheduled for March 24-25, 2024, at the Walt Disney World Swan Resort, Orlando. This prestigious event is renowned for its focus on holistic, human-first financial advice and stands as a pivotal gathering for industry professionals.

This partnership underscores Rethinking65’s commitment to providing in-depth coverage and insights into the evolving landscape of financial advisory services. As the official media partner, Rethinking65 will offer exclusive content, interviews and updates, ensuring its audience stays at the forefront of industry developments. Michael Kitces recently named SHIFT 2024 to his list of best conferences for financial advisors.

Rethinking65 is dedicated to financial advisors who help clients plan for the second half of life. Its writers, who include hundreds of financial advisors, focus on topics that include retirement planning, investing, income generation, longevity, college planning, work life, estate planning, insurance and more.

Future of advice

“Since our launch three years ago, our monthly readership average has quadrupled,” observed Dorothy Hinchcliff, publisher and CEO. “Like Ross Marino, the financial advisor who founded SHIFT, Rethinking65 believes the future of financial advice is holistic and human-first.”

Jerilyn Klein, Rethinking65’s editorial director, added the publication is excited to be a part of the event. “Our collaboration is a testament to our dedication to providing top-notch content to our readers.”

SHIFT 2024 promises a lineup of distinguished speakers and thought leaders who will delve into the latest trends and challenges facing the industry. Attendees will have the unique opportunity to engage with experts, gain valuable insights, and network with peers.

For more information on SHIFT 2024 and to register, financial advisors can visit and use the code RETHINK65 to get a $100 discount on registration. Stay tuned to Rethinking65 for exclusive content and updates on the conference.

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