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Master List Of Financial Advisor Conferences For 2021-2022

Heckerling Institute

January 10-14 | 
Orlando, FL | 

The Heckerling Institute focuses on estate planning and features speakers that specialize in the intricacies of estate planning such as trusts, charitable giving, international planning, and ethics. The goal of the conference is to discuss new estate planning concerns and develop estate planning skills. Attendees, including CFPs and CDFAs, can also pick up CE credit.

Kitces Top Conference
Price: $1150
Type: In Person
Early Bird: $1100 until 10/31/21
Content Focus: Academic, Estate Planning
Channel: Independent BD, RIA
Organizer: Private Organization
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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!​