Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

FSI OneVoice 2024

January 27-29 |

Grapevine, TX |

https://financialservices.org/events/onevoice-2025/

The Financial Services Institute's National Conference is for independent financial services firm executives: CEOs, senior executives, managers, and employees of FSI members as well as prospective members. The over-arching objective of this conference is to discuss how the industry is changing and how that impacts the business of financial planning.

Price: TBD

Type: In Person

Content Focus: Advanced Planning, General Planning, Practice Management

Channel: Independent BD

Organizer: Association

Back to All Conferences