Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2025-2026
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: 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.
October 2025
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.
The 4th Q4 BD Exec Forum is an exclusive opportunity for senior Broker/Dealer Executives to network with peers and solution providers from leading investment institutions, insurance carriers, and FinTech companies. During this 2 ½ day event, participants will engage in roundtable discussions, listen to thought-provoking keynote speakers, and take part in personalized, one-on-one meetings. The Forum also offers various networking opportunities, such as cocktail receptions and dinners.
This event is designed for fee-based professionals and those exploring high-net-worth strategies. Attendees will gain insights on scaling your advisory business, as well as in-depth sessions on emerging investment management strategies, high-net-worth solutions, and economic updates.
* Scaling Advice: From Financial Advisor to Financial Advicer
* At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want
FPA of Charlotte's Annual Symposium offers informative content for advisors at any point in their careers. This year's Symposium includes roundtable discussions, networking opportunities and sessions offering up to eight hours of CE credit.
*Helping Nervous Clients Understand and Financially Plan for the (True) State of the Social Security System
Join some of the best minds in wealth management for a full day of great ideas on improving your practice – including sessions on technology and platforms, M+A, organic growth, team building, A.I., valuations, and investment strategies.
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. Early bird pricing is available.
*Fireside Chat
Join professional peers for this annual event featuring keynote presentations by nationally renowned speakers and the opportunity to earn CE credits.
The FPA of the Triangle hosts an annual symposium in Raleigh that is geared towards financial advisors, students, aspiring financial planners, and those in associated professions. The symposium is an all-day event full of networking, learning, and more. The theme for 2025 is "The Evolved Advisor", and will include a wide variety of sessions with topics including behavioral finance, digital assets, P&C insurance trends, and communicating with clients.
November 2025
At PLANADVISER 360, attendees will gain the insights and resources needed to aid them in keeping themselves and their retirement plan advisory practices relevant. Attendees will hear from industry leaders on tackling the most pressing challenges in retirement and participant services today and have opportunities to connect and network with peers in retirement, wealth, and insurance. The conference offers experienced advisers, junior staff and support staff at advisory firms a chance to network, learn, and explore innovations.
The National Association of Active Investment Managers' (NAAIM) Outlook Conference tackles current issues for active managers, covering market catalysts, trading strategies, compliance, marketing, and more, fostering peer-to-peer exchanges and collaboration to address challenges and promote the success and growth of attendee firms.
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.
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.
*The Four Factors That Really Drive Advicer Productivity
The Advisor Network Connect 2025 is a gathering for financial professionals focused on collaboration, education, and growth. This event brings together advisors, industry experts, and thought leaders for an engaging experience that blends practical learning with meaningful connections. Attendees will benefit from dynamic workshops, expert-led panels, and interactive networking opportunities, along with thoughtfully designed receptions and social events. Every element of the conference is crafted to inspire, equip, and connect advisors who want to elevate their practice and thrive in a rapidly evolving profession.
This year's Summit includes speakers discussing estate planning, alternative investments, practice management, and more.
The annual Strategy Forum is where successful investment and wealth practitioners converge alongside esteemed industry speakers, giving attendees the strategies to differentiate themselves from the sea of other financial advisors.
This year's event will include four fantastic speakers, continental breakfast, lunch, networking breaks, and a networking happy hour. Topics of expert talks this year include the mortgage marketplace, senior housing, and investment planning.
December 2025
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.
This invite-only event in Sarasota hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
January 2026
The 60th Heckerling Virtual Institute will provide professionals involved in estate planning with the information and practical guidance they need to plan effectively in the currently evolving and unpredictable legal and economic environment. The faculty of leading experts will explore today’s most important tax and non-tax planning issues, including the planning implications of recent or anticipated legislation or regulations.
The Connect conference is an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax and estate planning.
The 2026 PFP Symposium is where top CPA financial planners and other professional financial planners gather to elevate their expertise. Join industry thought leaders for deep discussions on both advanced technical and insightful soft topics. Explore the latest strategies to solve your client's challenging issues and beyond — navigating leadership, succession, client relationships, business growth, and work-life balance. From dynamic discussions to networking over meals and receptions, the PFP Symposium is designed to be an immersive experience designed to help you thrive in today’s evolving financial landscape.
Attendees will join the industry’s brightest minds and emerging voices in estate planning and beyond for a three-day experience designed to spark bold ideas, create meaningful connections, and accelerate their practices. This event will blend visionary keynotes, breakout discussions, and refreshing experiences designed to challenge and recharge.
The Advyzon Conference includes prominent keynote speakers and industry thought leaders, hyper-relevant breakout topics, leading service providers in the exhibit hall, and Advyzon-focused sessions in order to help advisors get the most out of the Advyzon platform. This event will offer multiple tracks for advisors depending on their needs and interests.
February 2026
The Financial Services Institute's National Conference is for independent financial services firm executives: CEOs, senior executives, managers, and employees of FSI members as well as prospective members. The over-arching objective of this conference is to discuss how the industry is changing and how that impacts the business of financial planning.
NAPFA's Large Firm Forum is an invitation-only event for shareholders and principals from large financial planning firms with $1 billion+ AUM. Attendees participate in a program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.
EWAS is a unique opportunity for attendees to learn how to exponentially grow their practices while creating more balance in their life. The conference offers the opportunity to network while hearing from global experts on key issues. Topics include, but are not limited to, creating an ideal company culture, digital marketing, how to best monetize a practice, finding great associates, and business structures in the new regulatory environment.
The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.
*The Four Factors That Really Drive Advicer Productivity
FSP Institute is a powerful learning experience in which subject area experts present sophisticated strategies and cutting-edge insights in a uniquely collaborative format; practitioner attendees and speakers emphasize practical application that elevates client service.
The Fearless Investing Summit is the intersection of wealth technology, investing innovation, and cutting-edge financial strategies, curated exclusively for financial professionals. 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 network, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
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This annual event is a platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain continuing education credits in their respective fields. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Strategies for Managing Sequence of Return Risk in Retirement
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.
March 2026
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.
The T3 Technology Conference is a technology conference designed for independent and hybrid financial advisors, and also includes an Enterprise Track for financial services executives. The primary benefit of attending the conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. This makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category or simply those that want to see what the latest-and-greatest is.
This intimate event has a special focus 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.
Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.
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.
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 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.
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.
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.
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.
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.
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.
Join leading investment managers and senior research analysts from investment management firms, broker/dealers, RIAs, banks & trusts, and family offices for 2.5 days dedicated to investment strategy. Attendees will participate in boardroom sessions, private meetings, and high-impact networking designed to exchange market intelligence, evaluate emerging opportunities, and refine portfolio approaches.
June 2026
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.
The Morningstar Investment Conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis.
July 2026
August 2026
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.
September 2026
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
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 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.
November 2026
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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