Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2026-2027
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: 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
March 2026
Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.
The Build to Grow Summit brings together advisors who are setting a new bar for growth by embracing a tech-forward mindset. Through focused sessions and discussions, advisors will explore proven strategies to run more efficient firms, serve more clients per advisor, and unlock sustainable organic growth in a rapidly evolving market.
The Investment Adviser Compliance Conference is a comprehensive, in-person program that provides investment advisers with the most up-to-date information available on the changing regulatory landscape. The program features a distinguished roster of speakers who are experts in their fields — including SEC officials, investment adviser industry professionals, legal experts, and the IAA legal team. In addition to meeting and interacting with peers, participants will return to their firms with practical insights and knowledge of best practices to help them maintain a successful compliance program.
Finseca's Leaders and Managers Program (LAMP) is a gathering of the financial security profession for sales and leadership development, recruiting, retention, and practice management. For three days, influential leaders in financial security will come together to share proven strategies, fresh perspectives, and actionable insights.
The Barron’s Independent Summit is a gathering of self-made leaders, offering content designed to highlight the best practices and specific needs of independent advisors as well as a unique opportunity to interface and network with the peers who best understand their businesses.
April 2026
The FPA Puget Sound Symposium serves as a platform for learning, sharing insights, and fostering connections among peers. Attendees will have the opportunity to engage with industry experts, participate in enlightening discussions, and gain up to six hours of continuing education credits in their respective fields.
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.
Experience is the Investments & Wealth Institute's flagship annual conference. Attendees will have access to the relevant knowledge, insights, and tools required to best serve their clients and distinguish their expertise in a global and highly competitive marketplace.
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.
FPA SHIFT (formerly FPA Retreat) is where financial planners step away to transform and is ideal for those who want space to think differently about their work and connect with peers who are reimagining what financial planning can be.
FA Magazine's Invest in Women Conference isn't just a leading industry event—it's a mission-driven gathering focused on advancing the financial well-being of women. Attendees can expect unmatched networking, practical insights, and dynamic discussions led by respected industry leaders shaping the future of financial advice. This inclusive, forward-thinking conference welcomes all professionals who believe in empowering women and driving innovation across the financial services landscape.
Join the Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association for the latest FPA All-Ohio Symposium, featuring engaging speakers and networking opportunities.
*Tax Planning Opportunities Under The New "One Big Beautiful Bill” Act
This event is where advisors combining active investment management and financial planning come together to hear from powerhouse speakers, share breakthrough ideas, and have the kind of peer connections that spark growth. From cutting-edge trading techniques and risk-management insights to technology, strategy, and marketing know-how, this conference offers tools and inspiration to help integrated advisory firms excel.
This event offers opportunities for discussion, networking, and professional development, with agenda topics including investment strategy, practice management and the evolution of wealth management.
May 2026
Horizons is designed to be an experience that feels like the best lecture series you’ve ever been to, a five-star retreat that counts as work, and a convening of like-minded, passionate retirement planners coming together to break bread — and break norms. Join and let the top minds in retirement planning today show you can plan with confidence.
*HSA Planning: Maximizing Tax-Advantaged Savings For Clients' Health Care Expenses
Attendees at NAPFA's Spring national conferences can expect broad-based education opportunities on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, and the chance to interact with a peer group committed to putting client interests first.
*TBD
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.
Speakers at the 47th edition of the MOKAN conference will discuss a wide range of topics of interest to advisors. CE credit will be available for a variety of certifications.
*Estate Planning for IRAs
*SECURE Act 2.0
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.
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.
The FPA of NJ's Annual Spring Symposium is an all-day educational event featuring keynote speakers and morning and afternoon breakout sessions. Speakers for this year's event include Carl Richards, Amy Florian, and Michael Finke.
Hosted by Bill Good Marketing, AdvisorCon is an opportunity financial advisors come to think bigger, work smarter, and grow faster. Over two days, attendees will hear directly from the industry’s top producers, prospecting pros, and marketing masterminds—sharing the exact strategies driving real growth in today’s market. Advisors will walk away with battle-tested tools, eye-opening insights, and a personalized plan to double production.
Visionaries is an exclusive advanced planning retreat for 25 of the most forward-thinking professionals in financial services who are focused on deep learning and making deeper connections. The agenda for the event covers the overarching topical themes that are most relevant and important for Directors of Financial Planning, Heads of Wealth Management, and Senior Wealth Advisors, but the specific topics that will be covered in each session will be based on direct feedback from each attendee ahead of time - creating a one-of-a-kind learning experience that is truly tailored to what matters most to each participant. At Visionaries, exclusivity isn’t just about who’s in the room—it’s about ensuring that every conversation, session, and experience is highly relevant and impactful.
This conferences is for financial security professionals who are interested in expanding their business into new and advanced markets, networking with other top advisors, and advocating for their clients on Capitol Hill.
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.
At Q4 Financial Forum, attendees can engage with leading Asset Managers, B/Ds, RIAs, Banks & Trusts, and Family Offices to uncover investment opportunities, refine strategies, and turn market insights into action.
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.
*TBD
*TBD
June 2026
The ETP Forum is a semiannual conference that brings together financial professionals, including RIAs, family offices, ETF issuers, market makers, asset managers, and other industry participants for in-depth discussions on the latest trends and strategies in exchange-traded products, and the evolving ETF landscape. The conference has two concurrent tracks: ETF Investors, and ETF Industry. Participants are free to attend panels from either or both tracks throughout the one-day event, which also offers networking opportunities and continuing education credits.
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.
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 four energizing days.
EDGE covers three pillars: investment, productivity, and growth. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more.
*Fireside Chat
This year's Forum offers the opportunity to hear from speakers on a range of high-impact topics and receive a variety of CE credit types.
*TBD
The Morningstar Investment Conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis.
Elevate is built for serious financial advisors who want to strengthen the substance of their advice — not just grow their firms. This event focuses on the advanced planning disciplines that make advice truly indispensable: investment philosophy clients believe in, tax strategies that create measurable value, and estate and legacy planning that strengthens relationships across generations. Rather than emphasizing technology or practice management, the event centers on the advice itself — helping advisors integrate these disciplines into a unified approach that creates clarity, deepens trust, and delivers lasting impact for the families they serve. A virtual attendance option is also available for advisors who are unable to travel.
July 2026
The Garrett Planning Network Retreat is a gathering built around community, collaboration, and a shared commitment to high-quality, fee-only financial planning. GPN members specialize in hourly or project-based planning, and the Retreat offers practical guidance for those growing or refining a time-based practice. Attendees can expect sessions on practice management, client engagement, scaling an hourly practice, and technical topics. Beyond traditional presentations, the Retreat features interactive moderated discussions that provide real-time insights from peers who understand the day-to-day realities of delivering objective, client-focused advice. There is also dedicated time to connect with peers, exchange ideas, and tap into the collective wisdom of the community.
*TBD
August 2026
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.
Featuring speakers on retirement planning, tax planning, advisor marketing and more, this event gives advisors the chance to gain expertise in a wide variety of planning areas while enjoying the experience of the French Lick Resort.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Is My Advisory Firm Normal? 6 KPIs to Track and Compare
This annual event includes speakers on a variety of planning topics, the opportunity to network with peers, and the chance to earn CE credits.
*TBD
FPA Gather (formerly FPA NextGen 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.
This event is a chance to connect, learn, and thrive with fellow Latin@ professionals. Discover a space for meaningful connections, knowledge growth, and renewed passion, all aimed at uplifting the community and shaping an inclusive industry future.
September 2026
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.
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 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.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
Barron’s 100 Summit is designed to facilitate a free-flowing exchange of information, ideas, and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.
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.
At The Summit 2026, attendees will learn how to simplify financial planning, amplify results, and put tax where it belongs - at the heart of every client conversation. You’ll walk away with the strategies, systems, and clarity to scale smarter, charge more, and become the advisor clients chase.
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” their advice offering to make it easier to market intangible advice services.
October 2026
Presented in its third year, the CFP Board Connections Conference brings together firm leaders, financial advisors, financial service innovators, researchers, registered program faculty and students. Attendees will gain valuable insights on today’s most pressing issues — from emerging trends and technologies such as AI and FinTech to best practices in modern financial planning. The conference also provides a unique opportunity to earn CE credits while networking with professionals from a wide range of roles, backgrounds and perspectives across the financial planning profession.
Attendees at NAPFA's Fall national conference can expect broad-based education opportunities on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, and the chance to interact with a peer group committed to putting client interests first.
Join an intimate group of CEOs from some of the most important wealth management firms for an afternoon of discussion followed by cocktails and dinner.
Join some of the best minds in wealth management for a full day of great ideas on improving your practice.
Join senior executives (CEOs, COOs, CIOs, CTOs, CCOs) and leading solution providers from top FinTech, Operations, and TPA firms. Over 2.5 days, attendees will explore how emerging technologies, automation, data analytics, and integrated platforms can transform operations, enhance efficiency, and keep their organizations competitive while gaining strategic insights, exchanging best practices, and walking away with actionable solutions through boardroom sessions, one-on-one meetings, and private networking.
Financial Planning’s Advise AI 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.
*TBD
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.
Advisor ScaleCon: The Playbook is a two-day experience created for serious financial advisors who want to move beyond the grind of running a practice and start designing a scalable business. Built around the belief that advisors should be able to build without burnout, the event focuses on the operational pillars that make scale possible: Elevate, Broadcast, Automate, and Delegate. Advisors will leave with practical playbooks for systematizing their operations, attracting the right clients, and leading their firms like CEOs — so growth comes from better structure, not longer hours.
November 2026
FPA Summit (formerly 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.
Experience is the Investments & Wealth Institute's flagship annual conference. Attendees will have access to the relevant knowledge, insights, and tools required to best serve their clients and distinguish their expertise in a global and highly competitive marketplace.
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