Advancing Knowledge in Financial Planning
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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
January 2020
The Heckerling Institute focuses on estate planning featuring speakers that specialize in the intricacies of estate planning such as trusts, charitable giving, international planning and ethics. Held annually in the winter in Orlando. The goal of the conference is to discuss new estate planning concerns and develop estate planning skills. Attendees can also pick up CE credit, with credit for not only CFPs, but other designations such as CDFA.
FPA of Greater Kansas City's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in the Greater Kansas City area - and in 2020 will feature Michael Kitces as a speaker. FPA events are for financial professionals from all areas and designations.
TBD
The Inside ETF's conference is for those advisors that want to learn more about ETFs generally as well as how to position them in client portfolios. This is the largest ETF event and as such offers a variety of ways to connect with other practitioners and technology.
AICPA's PFP Summit is a smaller, workshop based conference for advisors to focus on how to attract, retain, and develop the talent that they need to grow their firm as well as consider how to refine the services they offer.
FPA of Orange County's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Orange County. FPA events are for financial professionals from all areas and designations.
FSI's National Conference is for independent financial services firm executives: CEO's, 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.
TD Ameritrade's LINC is for financial professionals using TDA's platform. The conference is an opportunity for practice management, networking, and tips on how to better engage and work with clients.
February 2020
Barron's Teams, like other Barron's events, is an invitation only conference. Invited attendees will get the chance to focus on how to build teams, bring teams closer together, as well as share with other teams about financial and wealth management innovations and considerations impacting firms today.
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.
FPA of Orange County's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Orange County - and this year Michael Kitces will be there to speak. FPA events are for financial professionals from all areas and designations.
*AMA: Ask Michael Anything
FPA of Dallas/Fort Worth's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in the Dallas/Ft. Worth area of TX. FPA events are for financial professionals from all areas and designations. Come this year to hear Dr. Derek Tharp from the Kitces team speak.
*How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies
IWI's Wealth Advisor Forum is for those advisors who are interested in serving or are currently serving the ultra-high-net-worth (UHNW). The UHNW have different needs, as such, this conferences focuses on industry tools and techniques for advisors that specialize in this niche. Kitces readers can save $100 with the promotional code: 100Kitces2020.
T3 Advisor Conference is a technology conference designed for independent and hybrid financial advisors. The goal of the conference is to helps firms walk away with timely information that leads to practice efficiency and profitability.
The Kingdom Advisor conference is specifically for Christian advisors. The conference is a place for advisors to not only consider business questions with like-minded professionals but also their faith.
*Ask Michael Anything
*Five Industry Trends Reshaping Financial Advice
Australia Finology Summit takes place in Sydney Australia each year and features experts from around the world. Attending the conference, advisors can expect to walk away with information on the whys and hows of client behavior.
The ARC, put on by the CFP Board Center for Financial Planning, is a place for financial planning researchers and financial planning practitioners to come together. Financial advisors can receive CE credit for many of the presentations, but more important is the opportunity to give and get feedback on financial planning research. Practitioners can talk with academics and academics can talk with practitioners.
FPA of Colorado's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in CO. FPA events are for financial professionals from all areas and designations. Plan to attend and catch Jeff Levine of the Kitces.com team!
TBD
March 2020
Barron's Independent Summit is an invitation only conference focused on growth and networking. The conference discusses investment strategies, how to grow the business, and industry insights.
The Retirement & Longevity Summit is for wealth advisors that want to learn how to differentiate themselves in the marketplace as subject matter experts in retirement planning. Learn more about how to do what you do and how to talk about it.
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
FPA of Puget Sound's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in the Puget Sound area. FPA events are for financial professionals from all areas and designations. Plan to attend and hear Michael Kitces speak in 2020!
*Five Industry Trends Reshaping Financial Advice
*Setting a Proper Asset Allocation Glidepath In Retirement
April 2020
The NRS Spring Conference is for those investment advisors and broker-dealers with questions about how to successfully navigate regulatory changes and compliance.
Investment News' Retirement Income Summit is a workshop based conference where attendees can learn more about retirement income solutions and giving personalized investing advice.
TBD
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 male and female advisors are encouraged to attend to build networks and practices.
Envestnet Summit is for those advisors who are using Envestnet to manage their wealth management process. Attend the conference to learn more about Envestnet functionality and network with other advisors like you!
May 2020
FPA Retreat is a gathering for advanced financial planners interested in networking and technical skills development.
The MOKAN Trust and Financial Conference is an excellent opportunity for financial professionals in Kansas City and surrounding areas to get together to discuss estate planning, financial planning, and gather CE credit.
*Trusts as Beneficiaries of IRAs
*Expanding the Framework of Safe Withdrawal Rates
NAPFA's National Conferences are designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals. Plan to attend and see Jeff Levine from the Kitces.com team!
TBD
FPA of Philadelphia Tri-State's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in the Philadelphia Tri-State area. FPA events are for financial professionals from all areas and designations.
FPA of Michigan's Annual Symposium, one of the few chapters with two yearly symposiums, is an excellent opportunity for education and networking with other financial professionals in MI. FPA events are for financial professionals from all areas and designations. Don't miss Michael Kitces who will be speaking at the May conference!
TBD
Fi360 is for those financial planners interested in developing professionally. Fi360 has a fiduciary slant and offers CE for a long list of professional financial credentials: AIF, AIFA, PPC, CFP, CIMA.
*Panel
*Tax Efficient Withdrawal Strategies in Retirement
Ron Carson's Excell conference is for RIAs and BDs generating between 250k to 750k of revenue interested in going from being and advisor to being an advisory firm owner. This is an excellent conference for succession planning ideas.
FPA of NorCal's Annual Symposium, a Top 20 conference, is an excellent opportunity for education and networking with other financial professionals in NorCal. FPA events are for financial professionals from all areas and designations.
TBD
IWI's Exceptional Advisor Conference is IWI's largest event. ACE is IWI's flagship event. It is open to both IWI members, but also those interested in IWI or the content. Kitces readers can save $100 with the promotional code: 100Kitces2020.
The Finovate conference is a fantastic opportunity for advisor attendees to experience numerous demos of new and upcoming technology in financial planning. This is also an incredible conference if you are indeed an up and coming fintech product and wish to receive real-time feedback and interest from potential financial advisors.
June 2020
FPA of Central Pennsylvania's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in central PA. FPA events are for financial professionals from all areas and designations. Plan to attend this year and see Michael Kitces speak!
TBD
Morningstar's Investment Conference brings together some of the industry's most dynamic and engaging speakers to discuss investment developments impacting the industry. The conference is appropriate for anyone interested in learning more about investments.
Morningstar's Investment Conference brings together some of the industry's most dynamic and engaging speakers to discuss investment developments impacting the industry. The conference is appropriate for anyone interested in learning more about investments.
FPA of Central Virginia's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in central VA. FPA events are for financial professionals from all areas and designations. Plan to attend this year and see Jeff Levine from the Kitces.com team!
TBD
FPA of Central New York's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Central NY. FPA events are for financial professionals from all areas and designations. Plan to attend this year and hear Michael Kitces speak!
TBD
AICPA Engage, the larger of AICPA's two events, is one of the best technical conferences for financial advisors. Attendees can expect many opportunities for CE as well as a nice balance of fun.
The Million Dollar Round Table conference is for both members and interested non-members. Go to network with others like you and be ready to learn from all of those around you - how to advance personally and professionally.
BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer at varied locations across the US, the goal of the conference is building practices. Attendees can also pick up CE credit, with 37 CE hours already planned.
Barron's Impact is an invitation only experience centered around ESG, sustainability and values-based investing. This conference is dedicated to discussing trends, tools, and policy as it impacts this niche of wealth management.
July 2020
LPL's FOCUS is for LPL advisors. LPL is the largest independent broker dealer, so expect high impact education and the chance to meet with other advisors.
August 2020
The GPN retreat is a membership benefit and therefore FREE for members! The retreat focuses on practice management, workshops, continuing education.
The MDRT Global Conference offers a new opportunity for members to enjoy MDRT’s world-class meeting experience. Thousands of members from all over the world, especially from the Asia-Pacific region, will listen to inspiring industry leaders, learn in-depth local and global trends, and exchange innovative ideas to advance their businesses. This special occasion also allows financial professionals to celebrate their achievement with their peers while becoming reenergized for the next level of success.
Orion Ascent is for advisors who use the Orion platform. Attendees can expect the opportunity to meet with Orion experts and get their individual questions answered as well as mix and mingle with other Orion advisors.
September 2020
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.
Informa's WealthStack is a technology conference. The world of financial planning is changing, this conference assists advisors in considering how technology helps and changes the practices of today as they grow to become the practices of tomorrow.
The Finovate conference is a fantastic opportunity for advisor attendees to experience numerous demos of new and upcoming technology in financial planning. This is also an incredible conference if you are indeed an up and coming fintech product and wish to receive real-time feedback and interest from potential financial advisors.
FPA of San Diego's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in San Diego. FPA events are for financial professionals from all areas and designations. Register today and see Michael Kitces speak!
TBD
FPA of Michigan's Annual Symposium, one of the few chapters with two yearly symposiums, is an excellent opportunity for education and networking with other financial professionals in MI. FPA events are for financial professionals from all areas and designations.
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.
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.
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.
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.
October 2020
NAIFA National Conference is for advisors who are looking to grow. The content focuses predominately on how to grow your practice and marketing.
*Five Industry Trends Reshaping Financial Advice
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.
Valmark's National Conference is designed for Valmark Broker-Dealers. Plan to attend in 2020 and see Michael Kitces speak!
TBD
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.
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.
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.
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.
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.
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.
November 2020
FPA of Minnesota's Annual Symposium, 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.
TBD
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.
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.
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!
TBD
December 2020
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.
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.
