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Master List Of Financial Advisor Conferences For 2024-2025

FPA Of Houston Annual Symposium

This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. Registered attendees can choose to join virtually or in person.

Price: $199-$249
Type: Hybrid
Content Focus: Behavioral Finance, Estate Planning, General Planning, Investment, Practice Management, Retirement, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Meghaan Lurtz
Speaker:
Meghaan Lurtz
Topic:

*Fine to Flourish - Making Review Meetings Fun Again!

Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*SECURE Act 2.0

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