Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2024-2025
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: 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
July 2024
Over one and half days, Institutional Investor’s Retirement Plan Advisor Institute will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
This annual conference is dedicated to keeping CPAs, attorneys, and financial planners on top of recent estate and trust planning developments. Attendees will gain an in-depth understanding of best practices, practical strategies, and connections with expert professionals specializing in this area. The conference also offers a virtual option for those who would like to attend remotely.
August 2024
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.
Built for LPL advisors, LPL Focus is designed to provide a robust slate of educational and networking offerings. Attendees will enjoy industry-driven sessions elevated by the extensive knowledge and experience of LPL executives, industry leaders, and dynamic guest speakers. The event provides a wide range of business-optimizing content, ample time to reconnect with established contacts, and opportunities to build new industry connections.
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.
*TBD
The symposium includes opportunities for industry networking, professional development, continuing education, and skill-building, all while supporting and promoting the profession of financial planning. There will be breakout sessions throughout the day and the opportunity to earn CE credits.
*Principles of Tax Planning for Financial Advisors
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 2024
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 Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond the founder/owner (the transition from practice to business), along with content on marketing and growth strategies to get to that next level, as well as inspirational keynote sessions to fire up attendees to go home and try it all out.
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. Attendees can receive $100 off registration using the code KITCES at checkout.
Join Limitless Advisor for an immersive coaching experience that includes a one-day virtual learning summit and 1-1/2 days of hands-on workshops designed to help attendees roll up their sleeves and apply Limitless' best practices to accelerate growth in their firms! Participants will learn how to attract ideal prospects, tell a compelling story, build a steady pipeline of clients, and master their sales process to achieve a 70% or better closing rate. Attendees will "choose their own adventure", selecting 3 sessions most relevant to their growth goals and get the proven practices, in-practice playbooks, and the strategies and shortcuts they need to get clear, get focused, and get to work building their growth engine.
This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management.
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.
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.
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.
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.
NAIFA's Apex conference focuses on helping attendees grow their business, build leadership skills, and develop their personal brand. It appeals to a wide range of professionals to help them reach their highest level of success.
Institutional Investor’s Retirement Plan Advisor Summits help retirement plan advisors (RPAs) make the investment decisions and practice management choices that will best serve their underlying clients — through expert-led panel discussions, presentations, guest speakers and real-time market research. Convening North America’s premier RPAs for thought-provoking discussions via intimate summits, these events bring the key decision-makers from every corner of the U.S. together in environments carefully built for purposeful collaboration.
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. Attendees can receive a $200 discount off the summit price by using the promo code "TaxNerd".
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.
The CFP Board Connections Conference is the first event of its kind, convening all segments of the financial planning profession with special programming geared to specific communities. It continues the traditions and combines the best features of CFP Board's Academic Research Colloquium, Diversity Summit, Firms Summit and Registered Programs Conference, including opportunities for CFP professionals to earn CE credit.
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.
October 2024
The Q4 BD Exec Forum offers Senior-level Broker/Dealer Executives the opportunity to meet with their peers and solution providers from innovative investment institutions and FinTech companies. Over the course of 2.5 days, attendees can participate in engaging roundtable discussions, hear from inspiring keynote speakers, and enjoy personalized, one-on-one meetings. The event also includes multiple networking opportunities, including an opening night cocktail reception and sponsor-hosted dine-around.
There is no cost to attend for approved BD Executives. Please Pre-register on the website for approval and further registration instructions.
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.
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
The InvestmentNews Retirement Income Summit brings together the retirement planning industry to provide an innovative forum with timely and relevant content and networking opportunities From deep dives into income and tax planning strategies to understanding evolving demographics, the summit is a platform for attendees to optimize their offering, enhance their clients’ lives and grow their practice.
This event is a chance to connect, learn, and thrive with fellow Latin@ professionals. Discover a space for meaningful connections, knowledge growth, and renewed passion, all aimed at uplifting the community and shaping an inclusive industry future.
Financial Planning’s ADVISE AI is a brand new conference that 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.
*Fireside Chat
The Advisors to Watch Summit features valuable insights on practice management and innovations in wealth management from industry leaders, along with plenty of time and space for conversations with peers, all in a fun atmosphere.
The Wealth@wor(k) conference is focused on helping employees achieve financial freedom through holistic workplace wellness. The event features over 50 expert-led sessions on retirement planning, investments, compliance, marketing, and more, plus dedicated workshops to help advisors manage their own wellbeing.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
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” your 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 conference provides a singular focus for advisors engaged in tax-efficient retirement income planning, with a special focus on systematizing delivery processes, communicating the value delivered, and marketing these specialized services.
This year's conference theme, "Tapping the Untapped Market," underscores the immense potential for Islamic financial products in the North American landscape. With over five million Muslims residing in the United States, there exists a significant demand for reliable Shariah-compliant financial offerings. However, the current scarcity of Islamic Financial Institutions (IFIs) poses a challenge in meeting the financial needs of this growing Muslim population.
The conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting-edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.
This annual event is designed to help advisors maximize their success with eMoney solutions and gain meaningful takeaways to add value to their practices. The 2024 eMoney Summit will be an entirely virtual event where advisors will explore this intersection of human insight and digital innovation and uncover how they can deliver recommendations that resonate with their client’s unique goals and aspirations, resulting in strong growth and deeper relationships.
*Is My Advisory Firm Normal? 6 KPIs To Track & Compare
This conference provides attendees with a front-row seat to the latest news and trends shaping compliance, risk, and governance, as well as the opportunity to hear directly from renowned industry leaders and regulatory authorities as they discuss the future of compliance and regulation.
The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Tax Efficient Drawdown Strategies in Retirement
Join professional peers for this annual event featuring keynote presentations by nationally renowned speakers and the opportunity to earn CE credits.
The Fearless Investing Summit is the intersection of wealth technology, investing innovation, and cutting-edge financial strategies, curated exclusively for financial advisors. Attendees can network with 1,000+ investment professionals from all over the country and discover the latest developments in financial advice and technology. The Fearless Investing Summit is Nitrogen’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
*
This conference brings together financial planning professionals to exchange knowledge, explore industry trends, and enhance their professional growth. With expert speakers and networking opportunities, the Spokane FPA Annual Conference is for advisors interested in gaining valuable insights, expanding their network, and staying current in the dynamic world of financial planning.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Advanced Roth Conversion Strategies
*AMA
The National Association of Active Investment Managers' (NAAIM) Outlook Conference tackles current issues for active managers, covering market catalysts, trading strategies, compliance, marketing, and more, fostering peer-to-peer exchanges and collaboration to address challenges and promote the success and growth of attendee firms.
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.
Attendees at NAPFA's 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.
November 2024
The Summit welcomes a community of leaders, change-makers, trailblazers and inspirational women along with their allies to discuss conquering challenges, transcending adversity while celebrating the hard-earned successes. Central to this event is networking and cooperation, offering a platform for connecting with accomplished leaders and fostering ambition. Attendees can engage in roundtable talks, peer learning, Q&A sessions, and more alongside fellow peers.
At PLANADVISER 360, attendees will hear engaging discussions between industry leaders on tackling the most pressing challenges in retirement and participant services today, including insights about building a team culture, improving client service and relationships, marketing and practice management, fulfilling compliance requirements, and increasing product and resource knowledge. In addition, a half-day is dedicated to practical and educational sessions for junior staff development.
Against a backdrop of an ever-changing business landscape, this event allows RIAs to come together to develop best practice management and engage with strategies that will help future-proof their firms, optimize their client services, bolster bottom lines and accelerate business growth.
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.
*Five Industry Trends Reshaping Financial Advice
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
December 2024
The Barron’s Women Summit brings together the best minds in the wealth management industry. It is designed to facilitate a free-flowing exchange of information, ideas, and insights from the industry’s most accomplished women advisors—in the interest of raising the standards of excellence in the wealth management profession. This event includes discussions on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.
The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment advisor. This invite-only event is the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead, and plan to implement.
January 2025
The 59th Heckerling Virtual Institute will provide professionals involved in estate planning with the information and practical guidance they need to plan effectively in the currently evolving and unpredictable legal and economic environment. The faculty of leading experts will explore today’s most important tax and non-tax planning issues, including the planning implications of recent or anticipated legislation or regulations.
AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of top advisors in the industry to help advisors grow. This event includes highly focused presentations, interactive Q&A sessions, and networking opportunities.
February 2025
EWAS is a unique opportunity for attendees to learn how to exponentially grow their practices while creating more balance in their life. The conference offers the opportunity to network while hearing from global experts on key issues. Topics include, but are not limited to, creating an ideal company culture, digital marketing, how to best monetize a practice, finding great associates, and business structures in the new regulatory environment.
The Ascent conference is Orion’s premier advisor event bringing together financial advisors, innovative fintech providers, broker-dealers, and tech-forward enterprise firms for three days of valuable content, industry insights, and networking opportunities.
NAPFA's Large Firm Forum is an invitation-only event for shareholders and principals from large financial planning firms with $1 billion+ AUM. Attendees participate in a program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.
The second annual Advyzon Conference will include prominent keynote speakers and industry thought leaders, hyper-relevant breakout topics, leading service providers in the exhibit hall, and Advyzon-focused sessions in order to help advisors get the most out of the Advyzon platform. This event will offer multiple tracks for advisors depending on their needs and interests.
The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.
*TBD
March 2025
The T3 Technology Conference is a technology conference designed for independent and hybrid financial advisors, and also includes an Enterprise Track for financial services executives. The primary benefit of attending the conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. This makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category or simply those that want to see what the latest-and-greatest is.
Join fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA formation, acquisition and growth, succession planning, and more.
This intimate event focuses on the needs of advisors using advice only, flat fee, and hourly models and offers attendees the opportunity to gain practical insights from practitioners and have plenty of one-on-one and small group interactions with like-minded advisors.
Future Proof Citywide will be taking over a significant stretch of Miami’s South Beach to connect the most influential allocators and the leading constituents in investment and wealth management. This event will also include the Breakthru Meetings Program, Future Proof Citywide's groundbreaking one-to-one meetings program that will facilitate more than 25,000 pre-scheduled, onsite, 15-minute introductory meetings in two days.
Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.
Join like-minded advisors at Shift to hear from the leading voices and organizations that focus on the human side of financial planning, connect with advisors who are passionate about human-first financial guidance, and learn simple, effective strategies to connect with people and build trust.
Experience 2025 is the Investments & Wealth Institute's flagship annual conference. Attendees will have access to the relevant knowledge, insights, and tools required to best serve their clients and distinguish their expertise in a global and highly competitive marketplace.
April 2025
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.
May 2025
Attendees at NAPFA's 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.
June 2025
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.
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