Connect With Me

Master List Of Financial Advisor Conferences For 2020

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 you a comprehensive calendar of all the financial advisor conferences across the US in 2020, 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: 2020 | 20192018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012

Don’t see your conference? Let us know! Submit your conference.

Filter Conferences:
Reset Filters

September 2020

Sep
23
Houston, TX

FPA of Houston's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Texas. FPA events are for financial professionals from all areas and designations.

Price: TBD
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Sep
23-25
Orlando, FL

The Cambridge Ignite national conference is designed for fee only and fee/commission based financial professionals choosing Cambridge to support their independent firm. This well attended event enables independent financial professionals opportunities to learn more about choices regarding Cambridge financial solutions while engaging in professional development and networking with other Cambridge financial professionals.

Registration for Cambridge Ignite is complimentary for independent financial professionals with Cambridge, and non-Cambridge financial professionals are invited to contact Cambridge’s Business Development team to discuss options for participating.

Price: TBD
Content Focus: Investment
Channel: Independent BD, RIA, Wirehouse
Organizer: Private Organization
Sep
23-25
Palm Springs, CA

Network with over 700 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’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.

Price: $749-$1299
Content Focus: FinTech, Investment, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Vendor
Sep
24
Charlotte, NC

FPA of Charlotte's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in NC. FPA events are for financial professionals from all areas and designations.

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Sep
24
Chicago, IL
Price: $249-$449
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Sep
29
Scottsdale, AZ

FPA of Greater Phoenix's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Phoenix. FPA events are for financial professionals from all areas and designations.

Price: $165-$185
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Sep
30-2
TBD

FPA National Conference provides an amazing opportunity for CFPs and financial professionals to gather from around the globe. Attend for the educational sessions as well as the opportunity to learn about financial planning around the world.

Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA
Organizer: Association

October 2020

Oct
1-4
Boston, MA

NAIFA National Conference is for advisors who are looking to grow. The content focuses predominately on how to grow your practice and marketing.

Price: TBD
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*Five Industry Trends Reshaping Financial Advice

Oct
7
Tampa, FL
Price: TBD
Content Focus: General Planning
Channel: CFPs, Experienced Planner
Organizer: Association
Oct
8
Raleigh, NC

FPA of the Triangle's Symposium is an excellent opportunity for education and networking with other financial professionals in the Raleigh, NC and surrounding areas. FPA events are for financial professionals from all areas and designations.

Price: $200-$300
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Oct
9-11
Denver, CO

The Financial Therapy Association conference is for financial professionals interested in learning about the latest in client communication skills. The conference brings together practitioners and academics from financial planning and mental health, creating an opportunity for very interesting discussions as it pertains to serving and working with clients, their emotions, and their money. This year FTA Co-locates with XYPN!

Price: TBD
Content Focus: Academic, General Planning, Practice Management
Channel: CFPs
Organizer: Association
Oct
10-13
Denver, CO

XYPN Live has been designed for XYPN advisors. Go for the content and exhibitors, but don't miss out on camaraderie with other XYPN advisors.

Price: $224-$546
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
Oct
12-13
Brookfield, WI

FPA of Wisconsin's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Wisconsin. FPA events are for financial professionals from all areas and designations.

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Oct
13
Orlando , FL

Valmark's National Conference is designed for Valmark Broker-Dealers. Plan to attend in 2020 and see Michael Kitces speak!

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Independent BD
Organizer: Private Organization, Vendor
Michael Kitces
Speaker:
Michael Kitces
Topic:
Oct
14-16
Austin, TX

Bob Veres' Insider Forum is for experienced firm owners who want to network with other firm owners and learn to grow their businesses. The conference offers opportunity for networking, but also advanced technical content.

Price: $925-$995
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
Oct
15
Columbia, MD

FPA of Maryland's Symposium is an excellent opportunity for education and networking with other financial professionals in Maryland and surrounding areas. FPA events are for financial professionals from all areas and designations. Plan ahead and do not miss the presentation by Michael Kitces!

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:
Oct
15
Warrensville Heights, OH

FPA of Northeast Ohio's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast OH. FPA events are for financial professionals from all areas and designations.

Price: $195-$245
Content Focus: General Planning
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Oct
15
Jacksonville, FL

FPA of Northeast Florida's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast FL. FPA events are for financial professionals from all areas and designations.

Price: $65-$100
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Oct
19-21
Virtual

The eMoney Summit is the industry’s premier event developed specifically for planning-led advisors. The Annual Summit attracts more than 1,250 of the industry’s top financial professionals who are exposed to dynamic and inspiring keynote speakers, extensive learning and development opportunities, including 10 hours of CFP® Continuing Education courses, and ample networking to learn from peers and top fintech vendors. Attendees can personalize their experience by choosing from dozens of presentations that cover best practices, thought leadership, hot topics and industry trends. Additionally, eMoney offers exclusive insight into company-led research and its strategic vision, arming advisors with actionable takeaways they can use to differentiate and take their business to the next level. Whether you’re an eMoney user or not, the opportunities for coaching, learning, networking and having fun are endless.

Price: $600-$700
Content Focus: Behavioral Finance, FinTech, General Planning, Practice Management
Channel: CFPs, Independent BD, Insurance, RIA
Organizer: Vendor
Oct
20
Chicago, IL

IWI's Investment Advisor Forum is for those advisors interested in expanding their knowledge of on portfolio management. Attendees, members or non-members, will learn advanced portfolio management techniques from both practitioners and academics. Kitces readers can save $100 with the promotional code: 100Kitces2020.

Price: TBD
Content Focus: Practice Management
Channel: CFPs, RIA
Organizer: Association
Oct
20
West Des Moines, IA

FPA of Iowa's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in the Des Moines area. FPA events are for financial professionals from all areas and designations.

Price: $150-$200
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Oct
21-24
Atlanta, GA

NAPFA National Conferences offer indispensable professional development opportunities to Fee-Only financial advisors and industry partners. Advisors can discover new business ideas and solutions from leading providers and thought-provoking content as they expand their professional networks with like-minded financial planning professionals.

Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA
Organizer: Association
Oct
23
Jacksonville, FL

FPA of Northeast Florida's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast FL. FPA events are for financial professionals from all areas and designations.

Price: $79
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Oct
26-29
Location TBD

The NRS Fall Compliance Conference is a place where industry experts will address how investment adviser and broker-dealer firms can successfully navigate the disruptive currents of regulatory change and adapt procedures to compliance programs. This year NRS is also fully virtual!

Price: $1895-$1495
Content Focus: Compliance
Channel: Independent BD, RIA
Organizer: Private Organization
Oct
27-30
Atlanta, GA

The Alliance of Comprehensive Planners (ACP) Annual Conference features speakers, sessions and training for fee-only, comprehensive financial planners and attendees can expect a mix of practice management, marketing, and technical education. The 2020 conference will be held jointly with the Kinder Institute of Life Planning.

Price: $850-$975
Early Bird: $750-$875 until 10/2/20
Content Focus: General Planning, Practice Management
Channel: CFPs, RIA
Organizer: Association

November 2020

Nov
2-3
Minneapolis, MN

FPA of Minnesota's ASCEND Conference, a Top 20 Conference, is an excellent opportunity for education and networking with other financial professionals in MN. FPA events are for financial professionals from all areas and designations.

Price: $549-$599
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*Applying Behavioral Finance in Your Financial Planning Practice
*Advanced Roth Conversions Planning: How to Squeeze More Juice Out of the Tax Lemon"

Nov
3-6
Ft. Lauderdale, FL

The Annual NAEPC Advanced Estate Planning Strategies Conference features nationally recognized speakers on advanced planning topics of interest to allied professionals and provides opportunities for attendees to build multi-disciplinary relationships and collaborate on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.

Price: $1045-$1275
Content Focus: Estate Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA
Organizer: Association
Nov
3-6
Fort Lauderdale, FL

The 57th Annual NAEPC Advanced Estate Planning Strategies Conference will feature nationally-recognized speakers on advanced planning topics of interest to allied professionals and provides opportunities for attendees to build multi-disciplinary relationships and collaborate on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals. Educational sessions take place the entire day of Wednesday, November 4, 2020 and Thursday, November 5, 2020 and end at 12:15 pm on Friday, November 6, 2020. A portion of the program is also devoted to those who serve as board members of their affiliated local council. More information for these indivdiuals can be found on our website.

Price: $300-$1300
Content Focus: Advanced Planning, Estate Planning, Tax Planning
Channel: CFPs, Experienced Planner
Organizer: Association
Nov
9-10
Virtual

The M&A+ Succession Summit is the RIA industry’s pre-eminent source for transaction and transition trends. The Summit provides key insights to RIA decision-makers as they contemplate transaction opportunities and strategies. The event traditionally sells out and draws leaders from RIA firms with an average exceeding $1.5B.

Price: $375-$975
Early Bird: $375-$675 until 09/30/20
Content Focus: M&A
Channel: RIA
Organizer: Private Organization
Nov
16-18
San Francisco, CA

The MDRT EDGE is a face-to-face growth opportunity for MDRT members from the United States and Canada to interact with one another. Here members can learn new skills to be more efficient in running and growing their practice, more effective at finding solutions for clients and more adept at being in front of industry change.

Price: $795-$1095
Content Focus: Practice Management, Risk/Insurance Planning
Channel: Independent BD, Insurance
Organizer: Association
Nov
19
Miami, FL

FPA of Miami's Symposium is an excellent opportunity for education and networking with other financial professionals in Miami and surrounding areas. FPA events are for financial professionals from all areas and designations. Don't miss this year's event as Jeff Levine of Nerd's Eye View will be there to speak!

Price: TBD
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:
Nov
20
Columbus, OH

FPA of Central Ohio's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in central OH. FPA events are for financial professionals from all areas and designations. Plan to attend and see Michael Kitces speak!

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

December 2020

Dec
7-8
Hollywood, FL

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

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

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

Dec
7-10
Las Vegas, NV

MarketCounsel Summit provides an opportunity for advisors, service providers and industry leaders to mix and mingle while discussing issues that impact and change the industry. Go for the networking and opportunity to collaborate.

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization

January 2021

Jan
25
Tyson's Corner, VA

FPA of the National Capital Area's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in the Washington DC area. FPA events are for financial professionals from all areas and designations. Join us for this year's symposium and see Michael Kitces from the Kitces Team!

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 40,917 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 40,917 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

JOIN 40,917 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Join 40,917 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

Join 40,917 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

Join 40,917 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

JOIN 40,917 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

We respect your privacy and don’t sell or share your data with anyone!

JOIN 40,917 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Your information will only be used to send emails directly from Kitces.com