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Master List Of Financial Advisor Conferences For 2021-2022

IWI Investment Advisor Forum

IWI's Wealth Advisor Forum is for those advisors who are interested in serving or are currently serving the ultra-high-net-worth (UHNW). The UHNW have different needs, as such, this conferences focuses on industry tools and techniques for advisors that specialize in this niche. Kitces readers can save $100 with the promotional code: 100Kitces2020.

Kitces Top Conference
Price: $995-$1445
Content Focus: Estate Planning, General Planning
Channel: Independent BD, RIA, Wirehouse
Organizer: Association
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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!​