Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2025-2026
The proliferation of financial advisor conferences in recent years has created more and more choices for advisors (and the vendors trying to reach them) to find the exact right fit of topics and fellow attendees. The challenge? There are now dozens of excellent conferences across the country every year, and it's hard to know which one(s) to choose!
To make your conference planning easier, we are happy to present to you a comprehensive calendar of all the financial advisor conferences across the US each year, from broker-dealer to RIA conferences, covering topics from retirement planning to practice management and everything in between.
We regularly update this list, so make sure to bookmark the page and check back often for new events! In addition, you can check out our annual highlights of Best Conferences for Financial Advisors at:
Prior Years’ Best Conferences Lists: 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
April 2025
Envestnet Elevate brings together advisors, RIAs, enterprises, and fintechs into the same space to discuss how wealth management technology can transform clients’ futures, and is especially valuable for those advisors who are using Envestnet to manage their wealth management process. Attend the conference to learn more about Envestnet functionality, hear from industry thought leaders, and network with advisors facing similar challenges and opportunities.
Barron’s Teams Summit gives advisors and their teams the tools to raise the bar for service and improve client outcomes. This event brings together advisory teams for 3 days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management, and share innovations in wealth management.
FA Magazine's Invest in Women Conference is a forum to discuss those issues that are meaningful for women in financial planning as well as serving female clients. Both women and men are encouraged to attend to build networks and practices.
This event offers opportunities for discussion, networking, and professional development, with agenda topics including investment strategy, practice management and personal and professional growth.
This year's event includes speakers on advisor marketing, end-of-life planning, and more, as well as networking opportunities. CE credits are available
Join the Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association for the second FPA All-Ohio Symposium. The event will feature an ethics session, welcome reception, and a day and a half of programming and networking opportunities.
*Applying Behavioral Finance In Your Financial Planning Practice
*AMA
Tiburon hosts semi-annual summits for its CEO clients that provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management businesses.
FPA Retreat is a gathering for advanced financial planners interested in networking and technical skills development. The event allows experienced advisors to spend time with other veteran practitioners who are looking for some fresh ideas and a new spark.
May 2025
The FPA of NJ's Annual Spring Symposium is an all-day educational event featuring keynote speakers and morning and afternoon breakout sessions on a variety of compelling and worthwhile topics.
*Tax Efficient Withdrawal Strategies in Retirement
*Applying Behavioral Finance in Your Financial Planning Practice
This year's symposium includes expert speakers on a wide range of topics, including tax planning, retirement planning, advisor marketing, behavioral finance, and more.
*Rethinking Monte Carlo Results for Better Client Conversations
FPA of Northeast New York's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast New York. FPA events are for financial professionals from all areas and designations.
The Exit Planning Summit is for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top Certified Exit Planning Advisors in the profession today.
CFA Institute LIVE unites investment professionals from around the world, bringing together leading industry voices, academics, and diverse market participants. The conference is a dynamic platform designed to inspire, educate, and empower attendees as they navigate the ever-evolving landscape of finance. Themes for this year's event include sustainable investing, the evolution of investment professionals, the digital revolution, and how to thrive in capital markets amidst challenges.
Active investment managers are invited to this annual conference to experience a wide variety of speakers and panelists, plus plenty of networking opportunities. The conference includes sessions on trading techniques, risk management, and investment management strategies, as well as marketing tips and the latest in technology.
Connections is iPipeline’s premier 3-day event in the insurance and financial services industries, featuring 50+ educational sessions from iPipeline customers and employees, third-party experts, top industry partners, and prominent keynote speakers. Connections provides an opportunity to explore how the industry leverages emerging technologies, data, and innovations to accelerate sales and achieve deeper market penetration – all while engaging with others in the industry to discuss challenges and successes on a grand scale.
Attendees at NAPFA's Spring national conferences can expect broad-based education opportunities on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, and the chance to interact with a peer group committed to putting client interests first.
DeVoe Elevate provides business-building insights for RIA owners and principals, with topics ranging from maximizing referrals from clients and professional relationships to best practices in talent management. Attendees will learn key strategies to optimize their human capital plan and drive sustainable growth.
Finovate conferences showcase cutting-edge banking and financial technology through a unique blend of short-form demos, key insights from thought leaders, and networking opportunities.
This invite-only event in Nashville hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
The FPA Puget Sound Symposium provides attendees with a comprehensive look into current trends and professional development. Advisors will leave with practical strategies, insights, and guidance on how to propel their financial planning careers forward.
*An In-Depth Look at Optimal Balancing Strategies
*Strategies for Managing Sequence of Return Risk in Retirement
This event combines Future Proof’s distinctive modern event style with Breakthru, a tech-enabled networking event program. The result is a unique wealth management retreat unlike any other. The Future Proof Leaders Retreat is curated to not only address the pulse of the industry but to celebrate the diverse interests and lifestyles that enrich our community. At the Retreat, every interaction is designed to spark meaningful connections, whether through business-focused one-to-one meetings or lifestyle-aligned activities and networking experiences.
FINRA's Annual Conference provides the opportunity for practitioners, peers, and regulators to exchange ideas on today’s most timely compliance and regulatory topics. The conference offers a broad range of topics including regulatory compliance, risk management, crypto asset developments, trends and threats in financial crimes, and the evolution of branch office inspections, among others.
Speakers at the 46th edition of the MOKAN conference will discuss a wide range of topics of interest to advisors. CE credit will be available for a wide range of certifications.
* Untangling The IRS’s New Finalized (And Proposed) Regulations on RMDs
* Using Trusts as IRA Beneficiaries
MilMoneyCon’s diverse attendee base, ranging from active-duty service members to financial planners, counselors, and educators, all share a common goal of improving the financial lives of others. This unique mix leads to invaluable networking, learning, and idea exchange, contributing to the professional growth of all participants over the three-day conference.
The Q4 Top RIA Forum provides an opportunity for leading Registered Investment Advisors and Multi-Family Offices to engage with one another alongside solution providers representing cutting-edge investment institutions and wealth technology companies. Throughout 2.5 days, participants can join dynamic roundtable discussions, listen to motivating keynote speakers, and partake in customized one-on-one sessions. The event also incorporates various networking prospects, including cocktail receptions and dinners.
TradePMR's annual SYNERGY conference unites growing RIAs from around the country to network, learn, and converse about topics impacting firms, including pratice management, compliance, M&A, and technology. The conference agenda includes sessions hosted by TradePMR team members, successful RIA peers, and keynote speakers that are leaders of their respective industries.
*TBD
The FPA NorCal conference has spent decades honing itself into what is technically still a “regional” conference, but in practice is consistently one of the best national conferences in financial planning, attracting national-caliber speakers and featuring a rich series of breakout sessions across the 2-day event. The content features a broad mix of both technical and practice management sessions, though it does skew towards more advanced/experienced practitioners.
*TBD
*TBD
June 2025
BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer, the goal of the conference is building practices. Attendees can also pick up CE credit.
AICPA ENGAGE offers a wide breadth and depth of specialized content as well as an exhibit hall filled with relevant tools and resources. Attendees will gain exclusive insights, develop practical skills, and network with their unique professional community over 4 energizing days.
The Jolt! financial advisor marketing conference is focused on teaching advisors how to build a predictable and profitable marketing system. The agenda has a heavy focus on actual marketing content, including how to create content that actually connects and attracts ideal prospects, how to build thought leadership in an advisor's target market, how to leverage storytelling to make marketing messages more memorable, how to use video and social media and other marketing channels to reach prospects, and how to scale marketing as the firm grows.
EDGE covers three pillars, investment, productivity, and growth, combining three specialized content tracks: Inside ETFs, WealthStack, and RIA Edge. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more.
*TBD
This invite-only event in San Diego hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
This year's Forum offers the opportunity to hear from speakers on a range of high-impact topics and receive CFP, CPA, and Virginia Insurance CE credits.
This event, sponsored by the Association of African American Fianancial Advisors' Women's Impact Initiative Network, serves as a gathering ground for top-tier female financial professionals, advisors, and experts. The agenda includes sessions on building professional networks, serving women clients, and advancement within the wealth management industry.
The RIA Central Investment Forum convenes premier RIAs for thought-provoking discussions via intimate roundtables, bringing key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration. Through expert-led panel discussions, presentations, guest speakers, and real-time market research, this event will drive innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.
The Morningstar Investment Conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis.
The US SIF FORUM 2025 will offer a unique opportunity to network with leaders in sustainable investing and learn about new approaches, emerging trends and policy developments. The annual FORUM attracts hundreds of professionals, including representatives of investment management and advisory firms, asset owners, research firms, financial planners and advisors, broker-dealers, community development institutions and other non-profits, along with policymakers and corporate leaders. Attendees will experience cutting-edge content to equip themselves to navigate and shape an evolving sustainable investing landscape.
This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the Northeast and Mid-Atlantic.
July 2025
Join the Currence Community and leading industry experts during this three-day event, where sessions will focus on how to amplify advisors' productivity, community, impact, scale, and influence. Attendees will learn how adding Income Under Management® (IUM) with Currence to their practice means there are always resources available to implement the growth and protection strategies designed for clients. Advisors will also have the opportunity to learn from other successful Currence Strategists and feel the impact Currence is having on clients’ lives.
August 2025
SWAY | LIVE aims at helping financial professionals amplify their personal brand. Through immersive sessions, delve into innovative social media strategies, content creation, and the development of your personal brand voice. Whether you're a retirement plan advisor, a visionary in wealth management, a fintech innovator, a TPA firm leader, or a wholesaler, SWAY | LIVE is designed to enhance your personal branding and influence.
The symposium includes opportunities for industry networking, professional development, continuing education, and skill-building, all while supporting and promoting the profession of financial planning.
*TBD
FPA NexGen Gathering is designed specifically for those who are new to the financial planning profession. This event is for everyone getting ready to enter the profession and in their first eight years of the profession. Attend for the opportunity to engage in thought-sharing conversational sessions, earn CFP CE credit, and feel empowered about the change that the next generation of advisors can bring to the industry.
ECHELON's Deals & Dealmakers Summit is for those advisors interested in succession planning as well as mergers and acquisitions. Attendees have the opportunity to network and collaborate with other financial professionals with the same objectives. Learn from individuals who have been through the process as well as about the tools and techniques for transitioning your firm.
September 2025
Attendees at NAPFA's Fall national conference can expect broad-based education opportunities on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, and the chance to interact with a peer group committed to putting client interests first.
Future Proof is a festival exploring all aspects of the future of wealth and takes place outdoors along the beach in Huntington Beach, California. The event seeks to connect people, purpose, and ideas through the lens of wealth, technology, culture and impact. In addition to industry speakers presenting in a variety of formats, Future Proof features live music, food, art exhibitions and Breakthru, the largest meetings program in wealth management.
Barron’s 100 Summit is designed to facilitate a free-flowing exchange of information, ideas, and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.
FinovateFall allows attendees to reconnect face-to-face with the fintech community and plot a course for the future. The event includes live demos of innovative fintech solutions, expert advice from key influencers, and networking opportunities.
The RIA West Investment Forum convenes premier RIAs for thought-provoking discussions via intimate roundtables, bringing key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration. Through expert-led panel discussions, presentations, guest speakers, and real-time market research, this event will drive innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.
This event serves as a gathering ground for top-tier financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future. Regardless of whether attendees are established B/AA Financial Advisors or just starting out in the profession, this conference offers a dynamic platform to elevate their expertise, broaden their professional network, and stay at the forefront of industry trends.
The MQ Gathering is a unique, conversation-driven event designed to connect attendees with the collective wisdom of the Money Quotient community and all who attend. Through facilitated group discussions and hands-on exercises, participants will get fresh insights, innovative ideas, and actionable strategies to elevate their practices. The MQ Gathering is more than just an event – it’s an opportunity to collaborate, learn, and grow alongside like-minded professionals who share a commitment to financial life planning.
The Evolve Conference is designed to help advisors grow their financial planning business with insights on leadership, time management, and emotional intelligence. Attendees can gain strategies to increase client recruitment, strengthen client retention, and improve decision making under pressure during skills-building breakout presentations and network with peers focused on behavioral financial advice.
The Insider's Forum finds some of the top thinkers in the financial advisory space and gets them to offer candid, forward-looking advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer and creating a challenging educational experience for attendees. In addition, Insider's Forum offers an educational track purely for operations professionals as well as a curated exhibit hall.
XYPN LIVE has become the go-to event for advisory firms trying to figure out how to more efficiently scale advice itself, with sessions on topics from how to transition to and roll out a non-AUM fee-for-service offering for clients, leveraging paraplanners and associate advisors to make the advice delivery process more efficient, and “productizing” their advice offering to make it easier to market intangible advice services.
In addition, XYPN LIVE also includes an “AdvisorTech Expo”, which typically showcases 6-12 new up-and-coming technology solutions specifically focused on scaling advice – not ‘just’ scaling portfolio management for AUM clients – to catch a glimpse of the latest emerging technology to make it even more efficient to scale advice.
This annual conference conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. No matter where advisors are in their careers or how they practice, they will find stimulating content and relevant sessions.
*TBD
This conference was created by leaders of the financial planning industry to go beyond theory and give advisors the tools to deliver massive value to their clients through tax planning. Every session of this summit will include action items and resources to make sure attendees go home and transform how they deliver tax planning.
*TBD
October 2025
RIA Edge’s peer-focused, workshop-oriented program will provide thoughtful frameworks and approaches for M&A, organic growth and talent development. This event is designed exclusively for RIA executives and provides solutions for the most complex pay, personnel, and growth challenges that leaders grapple with every single day.
The ACP Annual Conference is one of the premier events for fiduciary advisors dedicated to tax-focused, fee-only financial planning. The conference is for both ACP members and non-members alike and offers significant CE-earning opportunities.
The Summit is designed to be an interactive experience for RIA owners and principals contemplating transactions or transitions. This event will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including the current state and outlook for RIA M&A, lessons from seasoned acquirers for prospective sellers, and more.
This event offers sessions that cater to advisors' goals, expertise, and experience level, providing a comprehensive understanding of current trends and professional development. Attendees will have the chance to hear from industry-leading keynote and breakout speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance their professional network.
This invite-only event in Austin hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
This annual event will cover a range of key technical and practice management topics for advisors.
*TBD
Join an intimate group of CEOs from some of the most important wealth management firms for an afternoon of discussion followed by cocktails and dinner.
The 4th Q4 BD Exec Forum is an exclusive opportunity for senior Broker/Dealer Executives to network with peers and solution providers from leading investment institutions, insurance carriers, and FinTech companies. During this 2 ½ day event, participants will engage in roundtable discussions, listen to thought-provoking keynote speakers, and take part in personalized, one-on-one meetings. The Forum also offers various networking opportunities, such as cocktail receptions and dinners.
Join some of the best minds in wealth management for a full day of great ideas on improving your practice – including sessions on technology and platforms, M+A, organic growth, team building, A.I., valuations, and investment strategies.
Financial Planning’s ADVISE AI helps wealth management leaders leverage artificial intelligence and machine learning to improve and scale their businesses. This event will put cutting-edge tools in real-world use cases so attendees can understand the potential and immediately put this knowledge to work at their firms. In-depth workshops will educate attendees on the latest AI technology, teach them how to tap into the true potential of automation, and guide them on how to simplify their workflow by making the most out of modern tech stacks. Early bird pricing is available.
*Fireside Chat
November 2025
At PLANADVISER 360, attendees will gain the insights and resources needed to aid them in keeping themselves and their retirement plan advisory practices relevant. Attendees will hear from industry leaders on tackling the most pressing challenges in retirement and participant services today and have opportunities to connect and network with peers in retirement, wealth, and insurance. The conference offers experienced advisers, junior staff and support staff at advisory firms a chance to network, learn, and explore innovations.
The FPA Annual Conference offers a chance to learn and share best practices to achieve greater business success. Attendees will build their professional competency, hear from some of the profession's most preeminent thought leaders, and have the chance to connect with professionals of all demographics and business backgrounds.
Schwab IMPACT is an invitation-only event for those on the Schwab platform that brings together industry experts, top solutions providers, and thousands of advisors to talk strategy for taking client service and firm performance to the next level.
*TBD
The annual Strategy Forum is where successful investment and wealth practitioners converge alongside esteemed industry speakers, giving attendees the strategies to differentiate themselves from the sea of other financial advisors.
December 2025
This invite-only event in Sarasota hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
Stay In Touch
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.
