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.
January 2024
GFP CONNECT 24 is the only in-person conference for fiduciary financial planners who work with clients whose financial lives cross borders. Guest speakers will be presenting on topics ranging from tax and investing to practice management and other areas. The conference is open to financial planners, wealth managers, and affiliated professionals including CPAs/accountants, estate planners, tax attorneys, and other advanced financial professionals.
February 2024
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, this event brings the key decision-makers from every corner of the U.S. together in environments carefully built for purposeful collaboration.
This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the South. Live simulcasts will take place in several locations throughout the region.
LLIS Academy provides education for fee-only financial advisors on all things insurance. Attendees can earn CE credits and network with other advisors.
March 2024
This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the Midwest.
Join Limitless Advisor for a virtual Learning Summit followed by a two-day, in-person workshop to apply what you have learned. Stephanie Bogan and Adam Cmejla will provide personal support with hands-on work, peer collaboration and real-time coaching, all focused on helping you roll up your sleeves to build solutions that put what you’re learning to work in your practice. You'll leave with the foundation and tools to deliver deeper value to clients and prospects by elevating your meetings, driving more meaningful engagement, and delivering your message with clarity and confidence.
The Barron’s Independent Summit is a gathering of self-made leaders, offering content designed to highlight the best practices and specific needs of independent advisors as well as a unique opportunity to interface and network with the peers who best understand their businesses.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community and is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community. The agenda for this closed-door and invitation-only event includes asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy.
This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the West region.
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.
April 2024
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.
Set against a backdrop of an ever-changing business landscape, this event is a networking and troubleshooting platform for RIA business owners, practice managers, operations leaders, and other senior advisors to come together. Attendees will learn how to develop best practice management, and engage with strategies that will help futureproof their firms, optimize client services, bolster bottom lines, and accelerate business growth.
This year's event includes speakers on retirement planning, investments, and more, as well as networking opportunities. CE credits are available
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, not to mention the latest in technology and marketing tips to run your practice.
May 2024
This year's Gladstone Conference will again maintain its boutique feel, providing RIA owners and principals with multiple opportunities to network in between thought-provoking, insightful educational sessions led by some of the top minds in the wealth management and wealth tech industries. Among other important business-building topics, attendees will learn about key M&A trends in the RIA marketplace, hearing from some of the most astute buyers and strategic consolidators, while also having the opportunity to ask sellers about what they learned from their recent transactions. Registration is free for RIA owners and principals.
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.
The Qualified Plan Fiduciary Summit is a collaborative experience aimed at helping organization to make their retirement program more competitive. They focus on challenges in recruiting, retaining talent, communicating with employees, and managing risk.
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.
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
The FPA of NJ's 2024 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.
*Principles of Tax Planning for Financial Advisors
The Inside ETFs conference is for those advisors that want to learn more about ETFs generally as well as how to position them in client portfolios. Attendees can connect with ETF issuers, ETF strategists, asset managers, and technology providers to learn more about the increasing number of investment options now available – and ultimately the solutions that will allow advisors to create more personalized portfolios for their clients.
*AMA
RIA edge is built for financial advisors and leaders of advisory firms looking to strategically accelerate the growth of their businesses. The event will provide a comprehensive experience for financial advisors and industry leaders looking to network and position themselves among the industry’s elite on the topics of investment products, technology tools, the RIA ecosystem, risk management, and practice efficiency. In addition to high-level debates on the RIA Edge main stage, attendees also get access to Inside ETFs, WealthStack, and visionary keynote addresses.
*AMA
This joint mini-symposium with the CFA Society of Cincinnati features a half day of learning and networking. Attendees will have the opportunity earn 3 CE hours.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Generating Tax Alpha With Effective Asset Location
*Strategies for Managing Sequence Of Return Risk In Retirement
This year's Spring Symposium includes keynote speaker Nick Murray, as well as CFP Ethics, relevant and timely presentations that advisors can use in their practice, and time for networking and conversation.
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 2024 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.
The next era of the Broadridge Fi360 Solutions Conference is here. Now known as the Broadridge 360 Advisor Summit, this event is expanding its appeal to support the convergence of retirement and wealth. Investment professionals from across the industry from advisory firms, recordkeepers, asset managers, banks, and more will gather for 3 days of thought-provoking content and to create long-lasting connections. Attendees can also earn CE credits for a range of credentials.
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.
Women advisors and their allies are invited to join for this event dedicated to the growth and success of women in the financial advice industry. This forum allows women advisors and those who support with a venue to connect with each other and the latest ideas in practice management, career growth, and industry trends.
June 2024
This year's Forum offers the opportunity to hear from speakers on a range of topics, from investments to insurance and education planning. Attendees will be eligible to receive CFP, CPA, and Virginia Insurance CE credits.
*529 Planning: 529-to-Roth, Dynasty 529, & Other HNW Opportunities
*Managing and Minimizing RMD Obligations
At this year's event, Michael Kitces will be presenting keynote presentations on industry trends shaping financial planning and how advisors can apply behavioral finance in their practices.
*Five Industry Trends Reshaping Financial Advice
*Applying Behavioral Finance in Your Financial Planning Practice
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 US SIF FORUM 2024 offers an opportunity to network with leaders of the sustainable investing community and to learn about new approaches, trends and policy developments. The conference attracts representatives of investment management and advisory firms, asset owners (foundations, pension funds, family offices), research and data firms, financial planners and advisors, broker-dealers, and community development financial institutions, along with policymakers and corporate leaders. The content covers a broad array of topics and issues deeply relevant to the financial professionals who attend the Conference. The US SIF Foundation's Center for Sustainable Investment Education also hosts a training on the Fundamentals of Sustainable and Impact Investment.
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
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.
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 up to 17 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
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.
Join Limitless Advisor and Destiny Capital for a hands-on workshop designed specifically for Financial Advisors who want assistance crafting a future-proof plan for their practice. This 1 ½-day workshop is tailored for firms with multiple generations working together to build a legacy. Participants will discover the art of handing over client relationships, define roles and responsibilities during the transition, navigate the shift in decision-making processes and operations, and ensure the vision for the future is aligned.
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 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.
* Tax Planning vs. Tax Advice
* HSA Planning
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.
*10 Essential IRA Planning Strategies for 2024
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 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
This year's event includes sessions on advisor marketing, tax planning, investment planning, as well as plenty of networking opportunities.
*Accelerating Growth By Marketing How You're Different (Instead of Better)
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.
This year's Summit includes speakers discussing HSA planning, alternatives, AI, and Social Security.
*Tax Planning v. Tax Advice
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.
Join the Financial Planning Association of San Diego for this event, where attendees will gain practical insights on tax planning, portfolio management, marketing, the global economy, and more.
*TBD
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 BeFi Summit brings together top minds in behavioral finance and markets to inspire financial professionals to strengthen the skills that lead to better decision-making, stronger relationships, and better financial outcomes. This year’s Summit, which is free for financial advisors and offers the opportunity to earn up to 3.5 hours of CFP CE credit, will explore the psychology of financial planning in the context of this era’s difficult money decisions.
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.
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.
*
The FPA of the Triangle hosts an annual symposium in Raleigh that is geared towards financial advisors, students, aspiring financial planners, and those in associated professions. The symposium is an all-day event full of networking, learning, and more. The theme for 2024 is "The Future of Advising", and will include a wide variety of sessions with topics including financial planning technology trends, digital assets, the long-term care insurance industry, and communicating with clients.
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
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
This year's fall symposium includes sessions on estate planning, assisted living, and fraud prevention.
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.
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.
Join this crowd-sourced event of fintech companies, professional advisors, thought leaders, and media that will create a total immersion program to see what's new from 20 companies. AdviceTech.LIVE is all about building a community co-hosted event where newcomer tech companies have the same opportunities to present as the established players, and the next generation of advice influencers are welcome alongside industry veterans.
This year's Advisor Education Symposium features expert speakers on HSA planning, how advisors can offer tax planning in a compliant manner, college planning, and employee agreements.
*HSA Planning: Maximizing Tax-Advantaged Savings for Clients’ Health Care Expenses
*Tax Planning Vs. Tax Advice: Going Deeper On Taxes (Compliantly)
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
Peak 65 started in 2024 and for the next three years, we will have more people turning 65 than we have ever had in our history. In fact, it's projected that by 2050, 82 million Americans will be over the age of 65. This peak 65 trend will continue until 2027 and brings a whole new spotlight on topics of longevity and aging with dignity. This event will cover a broad range of topics that speak to current successes, emerging issues, leveraging technology workflows and customer communications across acquisition, onboarding, and service. In addition, top executive leadership will look to the future of the extended and long term care industry.
This year's event includes speakers on advisor marketing, real estate, and ABLE accounts.
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.
This virtual event will empower financial advisors with cutting-edge strategies, unparalleled insights, and advanced tools to elevate their practice to new heights and achieve extraordinary results by learning from the industry's top experts and thought leaders.
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.
FSP Institute is a powerful learning experience in which subject area experts present sophisticated strategies and cutting-edge insights in a uniquely collaborative format; practitioner attendees and speakers emphasize practical application that elevates client service. Attendees can also earn up to 18 hours of CE credit.
This event brings together CPA and other financial planners who are leaders or future leaders in their firms to discuss and learn about topics that will help them make decisions for their firms and their careers. The Summit includes speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require, including developing better and deeper client relationships, succession topics, employee development and firm culture, next generation changes on clients and staff, growing your business the way you want, balancing your own life goals with that of your business, and more.
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.
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.
For 35 years, financial professionals of Central Florida and beyond have gathered at Symposium to attend advanced educational sessions, learn cutting-edge business practices, and network with the best and the brightest in the profession.
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.
At the Success Summit attendees will experience a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration. Sessions will help attendees learn how to decipher investor behavior and create a compelling client experience, blueprint your business, attract top talent and scale your firm for growth, incorporate the 3 types of business stories successful advisors use, leverage technology to serve clients of all generations, and avoid the biggest “sales killing” mistake most advisors make,
This complimentary summit aims to foster networking and expand students' knowledge about pursuing a career in financial planning. The Summit provides an opportunity for students to learn from thought leaders in the financial planning profession and will offer sessions focused on topics outside of the traditional classroom topics.
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.
This annual event is a platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain continuing education credits in their respective fields. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.
*TBD
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.
Horizon 2025 is a conference is the first of its kind, fully committed to the retirement knowledge advisors need, with over 24 workshops from industry luminaries, and 4 keynotes focused on turbocharging growth, client experience, and advanced planning in an advisory firm. The conference is built to be part lecture series and part 5-star retreat, incorporating the entire Loews campus with inside-outside experiences, local cuisine, and entertainment. The American College of Financial Services created Horizons to fill the knowledge gap and provide the actionable applied insights advisors need to support pre- and current retiree clients. The speaker lineup includes the top thought leaders, academics, and researchers in the retirement space, alongside motivational and growth-oriented keynotes, all in an ideal location, full of experiential networking opportunities and receptions.
Institutional Investor is delighted to convene some of the most brilliant minds in the world of independent Registered Investment Advisors (RIAs), multi-family offices, single-family offices, broker-dealers, private banks, and trust companies.
The content and subjects for this event are meticulously curated by an advisory board comprising seasoned experts from various facets of the wealth management industry. Whether your interests lie in private equity, private credit, real estate, venture capital, natural resources, commodities, and beyond, the expert presentations, panel discussions, and workshops will cater to every executive in attendance.
The Investment Adviser Compliance Conference is a comprehensive, in-person program that provides investment advisers with the most up-to-date information available on the changing regulatory landscape. The program features a distinguished roster of speakers who are experts in their fields — including SEC officials, investment adviser industry professionals, legal experts, and the IAA legal team. In addition to meeting and interacting with peers, participants will return to their firms with practical insights and knowledge of best practices to help them maintain a successful compliance program.
The Blue Vault Alts Summit is an annual conference which equips wealth advisors to grow their businesses by differentiating with alternative investments.
*TBD
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.
Over one and half days, Institutional Investor’s Retirement Plan Advisor Summit will provide senior-level executives from the most innovative and essential retirement plan advisory 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.
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
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.
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.
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 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.
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.
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.
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.
*TBD
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 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.
*TBD
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.
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.
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.
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.
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.
July 2025
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.
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.
September 2025
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.
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.
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.
October 2025
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 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.
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.
