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Master List Of Financial Advisor Conferences For 2020-2021

BNY Mellon Pershing’s INSITE – Pending Reschedule

June 10-12 | 
Chicago, IL | 

BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer at varied locations across the US, the goal of the conference is building practices. Attendees can also pick up CE credit, with 37 CE hours already planned.

Price: $250-$750
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Custodian
Michael Kitces
Speaker:
Michael Kitces
Topic:

TBD

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

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