Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2024-2025
The proliferation of financial advisor conferences in recent years has created more and more choices for advisors (and the vendors trying to reach them) to find the exact right fit of topics and fellow attendees. The challenge? There are now dozens of excellent conferences across the country every year, and it's hard to know which one(s) to choose!
To make your conference planning easier, we are happy to present to you a comprehensive calendar of all the financial advisor conferences across the US each year, from broker-dealer to RIA conferences, covering topics from retirement planning to practice management and everything in between.
We regularly update this list, so make sure to bookmark the page and check back often for new events! In addition, you can check out our annual highlights of Best Conferences for Financial Advisors at:
Prior Years’ Best Conferences Lists: 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
April 2024
The Exit Planning Summit is for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top Certified Exit Planning Advisors in the profession today.
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
Active investment managers are invited to this annual conference to experience a wide variety of speakers and panelists, plus plenty of networking opportunities. The conference includes sessions on trading techniques, risk management, and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.
May 2024
This year's Gladstone Conference will again maintain its boutique feel, providing RIA owners and principals with multiple opportunities to network in between thought-provoking, insightful educational sessions led by some of the top minds in the wealth management and wealth tech industries. Among other important business-building topics, attendees will learn about key M&A trends in the RIA marketplace, hearing from some of the most astute buyers and strategic consolidators, while also having the opportunity to ask sellers about what they learned from their recent transactions. Registration is free for RIA owners and principals.
Barron’s Teams Summit gives advisors and their teams the tools to raise the bar for service and improve client outcomes. This event brings together advisory teams for 3 days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management, and share innovations in wealth management.
The Qualified Plan Fiduciary Summit is a collaborative experience aimed at helping organization to make their retirement program more competitive. They focus on challenges in recruiting, retaining talent, communicating with employees, and managing risk.
FPA Retreat is a gathering for advanced financial planners interested in networking and technical skills development. The event allows experienced advisors to spend time with other veteran practitioners who are looking for some fresh ideas and a new spark.
DeVoe Elevate provides business-building insights for RIA owners and principals, with topics ranging from maximizing referrals from clients and professional relationships to best practices in talent management. Attendees will learn key strategies to optimize their human capital plan and drive sustainable growth.
FPA of Northeast New York's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast New York. FPA events are for financial professionals from all areas and designations.
*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
The FPA Puget Sound Symposium provides attendees with a comprehensive look into current trends and professional development. Advisors will leave with practical strategies, insights, and guidance on how to propel their financial planning careers forward.
The FPA of NJ's 2024 Spring Symposium is an all-day educational event featuring keynote speakers and morning and afternoon breakout sessions on a variety of compelling and worthwhile topics.
*Principles of Tax Planning for Financial Advisors
The Inside ETFs conference is for those advisors that want to learn more about ETFs generally as well as how to position them in client portfolios. Attendees can connect with ETF issuers, ETF strategists, asset managers, and technology providers to learn more about the increasing number of investment options now available – and ultimately the solutions that will allow advisors to create more personalized portfolios for their clients.
*AMA
WealthStack brings together the leading advisors, broker-dealers, and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience, and ultimately grow their firm to share their stories and insight. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more.
*AMA
RIA edge is built for financial advisors and leaders of advisory firms looking to strategically accelerate the growth of their businesses. The event will provide a comprehensive experience for financial advisors and industry leaders looking to network and position themselves among the industry’s elite on the topics of investment products, technology tools, the RIA ecosystem, risk management, and practice efficiency. In addition to high-level debates on the RIA Edge main stage, attendees also get access to Inside ETFs, WealthStack, and visionary keynote addresses.
*AMA
This joint mini-symposium with the CFA Society of Cincinnati features a half day of learning and networking. Attendees will have the opportunity earn 3 CE hours.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Generating Tax Alpha With Effective Asset Location
*Strategies for Managing Sequence Of Return Risk In Retirement
Envestnet Elevate brings together advisors, RIAs, enterprises, and fintechs into the same space to discuss how wealth management technology can transform clients’ futures, and is especially valuable for those advisors who are using Envestnet to manage their wealth management process. Attend the conference to learn more about Envestnet functionality, hear from industry thought leaders, and network with advisors facing similar challenges and opportunities.
FINRA's Annual Conference provides the opportunity for practitioners, peers, and regulators to exchange ideas on today’s most timely compliance and regulatory topics. The conference offers a broad range of topics including regulatory compliance, risk management, crypto asset developments, trends and threats in financial crimes, and the evolution of branch office inspections, among others.
This year's Spring Symposium includes keynote speaker Nick Murray, as well as CFP Ethics, relevant and timely presentations that advisors can use in their practice, and time for networking and conversation.
Connections is iPipeline’s premier 3-day event in the insurance and financial services industries, featuring 50+ educational sessions from iPipeline customers and employees, third-party experts, top industry partners, and prominent keynote speakers. Connections 2024 provides an opportunity to explore how the industry leverages emerging technologies, data, and innovations to accelerate sales and achieve deeper market penetration – all while engaging with others in the industry to discuss challenges and successes on a grand scale.
Speakers at the 45th edition of the MOKAN conference will discuss a wide range of topics of interest to advisors. CE credit will be available for a wide range of certifications.
*Trusts as Beneficiaries of IRAs
The next era of the Broadridge Fi360 Solutions Conference is here. Now known as the Broadridge 360 Advisor Summit, this event is expanding its appeal to support the convergence of retirement and wealth. Investment professionals from across the industry from advisory firms, recordkeepers, asset managers, banks, and more will gather for 3 days of thought-provoking content and to create long-lasting connections. Attendees can also earn CE credits for a range of credentials.
Finovate conferences showcase cutting-edge banking and financial technology through a unique blend of short-form demos, key insights from thought leaders, and networking opportunities.
The Q4 Top RIA Forum provides an opportunity for leading Registered Investment Advisors and Multi-Family Offices to engage with one another alongside solution providers representing cutting-edge investment institutions and wealth technology companies. Throughout 2.5 days, participants can join dynamic roundtable discussions, listen to motivating keynote speakers, and partake in customized one-on-one sessions. The event also incorporates various networking prospects, including two cocktail receptions.
TradePMR's annual SYNERGY conference unites growing RIAs from around the country to network, learn, and converse about topics impacting firms, including pratice management, compliance, M&A, and technology. The conference agenda includes sessions hosted by TradePMR team members, successful RIA peers, and keynote speakers that are leaders of their respective industries.
Women advisors and their allies are invited to join for this event dedicated to the growth and success of women in the financial advice industry. This forum allows women advisors and those who support with a venue to connect with each other and the latest ideas in practice management, career growth, and industry trends.
The FPA NorCal conference has spent decades honing itself into what is technically still a “regional” conference, but in practice is consistently one of the best national conferences in financial planning, attracting national-caliber speakers and featuring a rich series of breakout sessions across the 2-day event. The content features a broad mix of both technical and practice management sessions, though it does skew towards more advanced/experienced practitioners
*Is My Advisory Firm Normal? 6 KPIs To Track & Compare
*TBD
June 2024
AICPA ENGAGE offers a wide breadth and depth of specialized content as well as an exhibit hall filled with relevant tools and resources. Attendees will gain exclusive insights, develop practical skills, and network with their unique professional community over 4 energizing days.
*TBD
*Panel
BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer, the goal of the conference is building practices. Attendees can also pick up CE credit.
This year's Forum offers the opportunity to hear from speakers on a range of topics, from investments to insurance and education planning. Attendees will be eligible to receive CFP, CPA, and Virginia Insurance CE credits.
*529 Planning: 529-to-Roth, Dynasty 529, & Other HNW Opportunities
*Managing and Minimizing RMD Obligations
The US SIF FORUM 2024 offers an opportunity to network with leaders of the sustainable investing community and to learn about new approaches, trends and policy developments. The conference attracts representatives of investment management and advisory firms, asset owners (foundations, pension funds, family offices), research and data firms, financial planners and advisors, broker-dealers, and community development financial institutions, along with policymakers and corporate leaders. The content covers a broad array of topics and issues deeply relevant to the financial professionals who attend the Conference. The US SIF Foundation's Center for Sustainable Investment Education also hosts a training on the Fundamentals of Sustainable and Impact Investment.
The Morningstar Investment Conference is an opportunity to join investment advisors, experts, and trailblazers for 3 days of frank dialogue, analysis, and perspective. The conference offers sessions, experiences, and networking to deliver sharpened focus, deeper insights, and the data you need to prepare for what’s next in the investor’s journey.
July 2024
Over one and half days, Institutional Investor’s Retirement Plan Advisor Institute will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
August 2024
SWAY | LIVE aims at helping financial professionals amplify their personal brand. Through immersive sessions, delve into innovative social media strategies, content creation, and the development of your personal brand voice. Whether you're a retirement plan advisor, a visionary in wealth management, a fintech innovator, a TPA firm leader, or a wholesaler, SWAY | LIVE is designed to enhance your personal branding and influence.
Built for LPL advisors, LPL Focus is designed to provide a robust slate of educational and networking offerings. Attendees will enjoy industry-driven sessions elevated by the extensive knowledge and experience of LPL executives, industry leaders, and dynamic guest speakers. The event provides a wide range of business-optimizing content, ample time to reconnect with established contacts, and opportunities to build new industry connections.
FPA NexGen Gathering is designed specifically for those who are new to the financial planning profession. This event is for everyone getting ready to enter the profession and in their first eight years of the profession. Attend for the opportunity to engage in thought-sharing conversational sessions, earn CFP CE credit, and feel empowered about the change that the next generation of advisors can bring to the industry.
*TBD
The symposium includes opportunities for industry networking, professional development, continuing education, and skill-building, all while supporting and promoting the profession of financial planning. There will be breakout sessions throughout the day and the opportunity to earn CE credits.
*Principles of Tax Planning for Financial Advisors
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.
September 2024
Join Limitless Advisor for a virtual Learning Summit followed by a two-day, in-person workshop to apply what you have learned. This year’s Limitless Growth Retreat goes beyond the flash to help you build the foundations and the fuel you need to gear up your growth machine. Dive in with Stephanie Bogan and Adam Cmejla to explore proven growth strategies and learn how to drive growth consistently. From cultivating COIs to building your brand, creating a website that works to perfecting your online sales funnel, customize and build a marketing plan that will work for you.
The Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond the founder/owner (the transition from practice to business), along with content on marketing and growth strategies to get to that next level, as well as inspirational keynote sessions to fire up attendees to go home and try it all out.
FinovateFall allows attendees to reconnect face-to-face with the fintech community and plot a course for the future. The event includes live demos of innovative fintech solutions, expert advice from key influencers, and networking opportunities.
The Summit is designed to be an interactive experience for RIA owners and principals contemplating transactions or transitions. This event will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including the current state and outlook for RIA M&A, lessons from seasoned acquirers for prospective sellers, and more.
Future Proof is a festival exploring all aspects of the future of wealth and takes place outdoors along the beach in Huntington Beach, California. The event seeks to connect people, purpose, and ideas through the lens of wealth, technology, culture and impact. In addition to industry speakers presenting in a variety of formats, Future Proof features live music, food, art exhibitions and Breakthru, the largest meetings program in wealth management.
The Insider's Forum finds some of the top thinkers in the financial advisory space and gets them to offer candid, forward-looking advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer and creating a challenging educational experience for attendees. In addition, Insider's Forum offers an educational track purely for operations professionals as well as a curated exhibit hall.
The FPA Annual Conference offers a chance to learn and share best practices to achieve greater business success. Attendees will build their professional competency, hear from some of the profession's most preeminent thought leaders, and have the chance to connect with professionals of all demographics and business backgrounds.
Institutional Investor’s Retirement Plan Advisor Summits help retirement plan advisors (RPAs) make the investment decisions and practice management choices that will best serve their underlying clients — through expert-led panel discussions, presentations, guest speakers and real-time market research. Convening North America’s premier RPAs for thought-provoking discussions via intimate summits, these events bring the key decision-makers from every corner of the U.S. together in environments carefully built for purposeful collaboration.
This conference was created by leaders of the financial planning industry to go beyond theory and give advisors the tools to deliver massive value to their clients through tax planning. Every session of this summit will include action items and resources to make sure attendees go home and transform how they deliver tax planning.
The CFP Board Connections Conference is the first event of its kind, convening all segments of the financial planning profession with special programming geared to specific communities. It continues the traditions and combines the best features of CFP Board's Academic Research Colloquium, Diversity Summit, Firms Summit and Registered Programs Conference, including opportunities for CFP professionals to earn CE credit.
October 2024
The Q4 BD Exec Forum offers Senior-level Broker/Dealer Executives the opportunity to meet with their peers and solution providers from innovative investment institutions and FinTech companies. Over the course of 2.5 days, attendees can participate in engaging roundtable discussions, hear from inspiring keynote speakers, and enjoy personalized, one-on-one meetings. The event also includes multiple networking opportunities, including an opening night cocktail reception and sponsor-hosted dine-around.
There is no cost to attend for approved BD Executives. Please Pre-register on the website for approval and further registration instructions.
RIA Edge’s peer-focused, workshop-oriented program will provide thoughtful frameworks and approaches for M&A, organic growth and talent development. This event is designed exclusively for RIA executives and provides solutions for the most complex pay, personnel, and growth challenges that leaders grapple with every single day.
Financial Planning’s ADVISE AI is a brand new conference that helps wealth management leaders leverage artificial intelligence and machine learning to improve and scale their businesses. This event will put cutting-edge tools in real-world use cases so attendees can understand the potential and immediately put this knowledge to work at their firms. In-depth workshops will educate attendees on the latest AI technology, teach them how to tap into the true potential of automation and guide them on how to simplify their workflow by making the most out of modern tech stacks.
The ACP Annual Conference is one of the premier events for fiduciary advisors dedicated to tax-focused, fee-only financial planning. The conference is for both ACP members and non-members alike and offers significant CE-earning opportunities.
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
The Advisors to Watch Summit features valuable insights on practice management and innovations in wealth management from industry leaders, along with plenty of time and space for conversations with peers, all in a fun atmosphere.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
XYPN LIVE has become the go-to event for advisory firms trying to figure out how to more efficiently scale advice itself, with sessions on topics from how to transition to and roll out a non-AUM fee-for-service offering for clients, leveraging paraplanners and associate advisors to make the advice delivery process more efficient, and “productizing” your advice offering to make it easier to market intangible advice services.
In addition, XYPN LIVE also includes an “AdvisorTech Expo”, which typically showcases 6-12 new up-and-coming technology solutions specifically focused on scaling advice – not ‘just’ scaling portfolio management for AUM clients – to catch a glimpse of the latest emerging technology to make it even more efficient to scale advice.
This year's conference theme, "Tapping the Untapped Market," underscores the immense potential for Islamic financial products in the North American landscape. With over five million Muslims residing in the United States, there exists a significant demand for reliable Shariah-compliant financial offerings. However, the current scarcity of Islamic Financial Institutions (IFIs) poses a challenge in meeting the financial needs of this growing Muslim population.
The conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting-edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.
The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.
The Fearless Investing Summit is the intersection of wealth technology, investing innovation, and cutting-edge financial strategies, curated exclusively for financial advisors. Attendees can network with 1,000+ investment professionals from all over the country and discover the latest developments in financial advice and technology. The Fearless Investing Summit is Nitrogen’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
*
This conference brings together financial planning professionals to exchange knowledge, explore industry trends, and enhance their professional growth. With expert speakers and networking opportunities, the Spokane FPA Annual Conference is for advisors interested in gaining valuable insights, expanding their network, and staying current in the dynamic world of financial planning.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Advanced Roth Conversion Strategies
*AMA
The Evolve Conference is designed to help advisors grow their financial planning business with insights on leadership, time management, and emotional intelligence. Attendees can gain strategies to increase client recruitment, strengthen client retention, and improve decision making under pressure during skills-building breakout presentations and network with peers focused on behavioral financial advice.
NAPFA's Fall National Conference is designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.
November 2024
The Summit welcomes a community of leaders, change-makers, trailblazers and inspirational women along with their allies to discuss conquering challenges, transcending adversity while celebrating the hard-earned successes. Central to this event is networking and cooperation, offering a platform for connecting with accomplished leaders and fostering ambition. Attendees can engage in roundtable talks, peer learning, Q&A sessions, and more alongside fellow peers.
Schwab IMPACT is an invitation-only event for those on the Schwab platform that brings together industry experts, top solutions providers, and thousands of advisors to talk strategy for taking client service and firm performance to the next level.
December 2024
The Barron’s Women Summit brings together the best minds in the wealth management industry. It is designed to facilitate a free-flowing exchange of information, ideas, and insights from the industry’s most accomplished women advisors—in the interest of raising the standards of excellence in the wealth management profession. This event includes discussions on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.
The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment advisor. This invite-only event is the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead, and plan to implement.
January 2025
February 2025
The Ascent conference is Orion’s premier advisor event bringing together financial advisors, innovative fintech providers, broker-dealers, and tech-forward enterprise firms for three days of valuable content, industry insights, and networking opportunities.
The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.
*TBD
March 2025
This intimate event focuses on the needs of advisors using advice only, flat fee, and hourly models and offers attendees the opportunity to gain practical insights from practitioners and have plenty of one-on-one and small group interactions with like-minded advisors.
Future Proof Citywide will be taking over a significant stretch of Miami’s South Beach to connect the most influential allocators and the leading constituents in investment and wealth management. This event will also include the Breakthru Meetings Program, Future Proof Citywide's groundbreaking one-to-one meetings program that will facilitate more than 25,000 pre-scheduled, onsite, 15-minute introductory meetings in two days.
April 2025
May 2025
June 2025
The Jolt! financial advisor marketing conference is focused on teaching advisors how to build a predictable and profitable marketing system. The agenda has a heavy focus on actual marketing content, including how to create content that actually connects and attracts ideal prospects, how to build thought leadership in an advisor's target market, how to leverage storytelling to make marketing messages more memorable, how to use video and social media and other marketing channels to reach prospects, and how to scale marketing as the firm grows.
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