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.
September 2024
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. Attendees can receive a $200 discount off the summit price by using the promo code "TaxNerd".
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 event offers sessions that cater to advisors' goals, expertise, and experience level, providing a comprehensive understanding of current trends and professional development. Attendees will have the chance to hear from industry-leading keynote and breakout speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance their professional network.
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.
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.
October 2024
This year's event includes sessions on advisor marketing, tax planning, investment planning, as well as plenty of networking opportunities.
*Accelerating Growth By Marketing How You're Different (Instead of Better)
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.
This year's Summit includes speakers discussing HSA planning, alternatives, AI, and Social Security.
*Tax Planning v. Tax Advice
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.
Join the Financial Planning Association of San Diego for this event, where attendees will gain practical insights on tax planning, portfolio management, marketing, the global economy, and more.
*TBD
The InvestmentNews Retirement Income Summit brings together the retirement planning industry to provide an innovative forum with timely and relevant content and networking opportunities From deep dives into income and tax planning strategies to understanding evolving demographics, the summit is a platform for attendees to optimize their offering, enhance their clients’ lives and grow their practice.
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
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.
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.
*Fireside Chat
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.
The BeFi Summit brings together top minds in behavioral finance and markets to inspire financial professionals to strengthen the skills that lead to better decision-making, stronger relationships, and better financial outcomes. This year’s Summit, which is free for financial advisors and offers the opportunity to earn up to 3.5 hours of CFP CE credit, will explore the psychology of financial planning in the context of this era’s difficult money decisions.
The Wealth@wor(k) conference is focused on helping employees achieve financial freedom through holistic workplace wellness. The event features over 50 expert-led sessions on retirement planning, investments, compliance, marketing, and more, plus dedicated workshops to help advisors manage their own wellbeing.
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 conference provides a singular focus for advisors engaged in tax-efficient retirement income planning, with a special focus on systematizing delivery processes, communicating the value delivered, and marketing these specialized services.
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.
This annual event is designed to help advisors maximize their success with eMoney solutions and gain meaningful takeaways to add value to their practices. The 2024 eMoney Summit will be an entirely virtual event where advisors will explore this intersection of human insight and digital innovation and uncover how they can deliver recommendations that resonate with their client’s unique goals and aspirations, resulting in strong growth and deeper relationships.
*Is My Advisory Firm Normal? 6 KPIs To Track & Compare
This conference provides attendees with a front-row seat to the latest news and trends shaping compliance, risk, and governance, as well as the opportunity to hear directly from renowned industry leaders and regulatory authorities as they discuss the future of compliance and regulation.
The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Tax Efficient Drawdown Strategies in Retirement
Join professional peers for this annual event featuring keynote presentations by nationally renowned speakers and the opportunity to earn CE 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.
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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 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 2024 is "The Future of Advising", and will include a wide variety of sessions with topics including financial planning technology trends, digital assets, the long-term care insurance industry, and communicating with clients.
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
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 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.
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.
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.
At PLANADVISER 360, attendees will hear engaging discussions between industry leaders on tackling the most pressing challenges in retirement and participant services today, including insights about building a team culture, improving client service and relationships, marketing and practice management, fulfilling compliance requirements, and increasing product and resource knowledge. In addition, a half-day is dedicated to practical and educational sessions for junior staff development.
Against a backdrop of an ever-changing business landscape, this event allows RIAs to come together to develop best practice management and engage with strategies that will help future-proof their firms, optimize their client services, bolster bottom lines and accelerate business growth.
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.
*Five Industry Trends Reshaping Financial Advice
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
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
The 59th 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.
AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of top advisors in the industry to help advisors grow. This event includes highly focused presentations, interactive Q&A sessions, and networking opportunities.
This event brings together CPA and other financial planners who are leaders or future leaders in their firms to discuss and learn about topics that will help them make decisions for their firms and their careers. The Summit includes speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require, including developing better and deeper client relationships, succession topics, employee development and firm culture, next generation changes on clients and staff, growing your business the way you want, balancing your own life goals with that of your business, and more.
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.
February 2025
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 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.
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.
The second annual Advyzon Conference will include 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.
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
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.
Join fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA formation, acquisition and growth, succession planning, and more.
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.
Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.
Join like-minded advisors at Shift to hear from the leading voices and organizations that focus on the human side of financial planning, connect with advisors who are passionate about human-first financial guidance, and learn simple, effective strategies to connect with people and build trust.
Experience 2025 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.
April 2025
FA Magazine's Invest in Women Conference is a forum to discuss those issues that are meaningful for women in financial planning as well as serving female clients. Both women and men are encouraged to attend to build networks and practices.
This event offers opportunities for discussion, networking, and professional development, with agenda topics including investment strategy, practice management and personal and professional growth.
May 2025
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.
This event combines Future Proof’s distinctive modern event style with Breakthru, a tech-enabled networking event program. The result is a unique wealth management retreat unlike any other. The Future Proof Retreat is curated to not only address the pulse of the industry but to celebrate the diverse interests and lifestyles that enrich our community. At the Retreat, every interaction is designed to spark meaningful connections, whether through business-focused one-to-one meetings or lifestyle-aligned activities and networking experiences.
MilMoneyCon’s diverse attendee base, ranging from active-duty service members to financial planners, counselors, and educators, all share a common goal of improving the financial lives of others. This unique mix leads to invaluable networking, learning, and idea exchange, contributing to the professional growth of all participants over the three-day conference.
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.
EDGE covers three pillars, investment, productivity, and growth, combining three specialized content tracks: Inside ETFs, WealthStack, and RIA Edge. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more.
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