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Master List Of Financial Advisor Conferences For 2020-2021

ECHELON Deals & Dealmakers Summit

September 8-9 | 
Newport Beach, CA | 

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.

Kitces Top Conference
Price: $995-$1495
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization
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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​