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Master List Of Financial Advisor Conferences For 2021-2022

IWI Retirement Management Forum

December 7-8 | 
Hollywood, FL | 

IWI's Retirement Management Forum focuses on retirement planning by focusing on tools and techniques that can be used in wealth management practices. The Retirement Management forum offers CE credit for CFPs, CPAs and other professional designations. Kitces readers can save $100 with the promotional code: 100Kitces2020.

Price: $895-$1345
Content Focus: General Planning, Practice Management, Retirement
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*How the SECURE Act Changes Retirement (and Other) Planning

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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!​