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.
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January 2020
Jan
13-17
Orlando, FL
Price: $1140
Content Focus: Estate Planning
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
Jan
27
Austin, TX
Price: $1595.00-$2395.00
Early Bird: $1595.00 until 12/13/19
Content Focus: General Planning
Channel: CFPs, RIA
Organizer: Association
Price: TBD
Content Focus: General Planning, Investment
Channel: Independent BD, RIA
Organizer: Custodian
February 2020
Price: TBD
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Price: $315.00-$475.00
Early Bird: $315.00-$445.00 until 10/31/19
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Feb
13-14
New York, NY
Price: $995-$1445
Early Bird: $895-$1345 until 01/10/20
Content Focus: Investment
Channel: Independent BD, RIA, Wirehouse
Organizer: Association
Feb
17-20
San Diego, CA
Price: $599.00-$799.00
Early Bird: $599.00-$699.00 until 11/15/19
Content Focus: FinTech
Channel: RIA
Organizer: Private event/Private organizer
Price: $299.00-$849.00
Early Bird: $499.00-$599.00 until 12/1/20
Content Focus: Academic
Channel: CFPs, RIA
Organizer: Association
March 2020
Price: $310.00-$385.00
Early Bird: $260.00-$335.00 until 01/16/20
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
April 2020
No conferences for this month.
May 2020
Price: TBD
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
May
17-19
Austin, TX
Price: $995.00-$1195.00
Early Bird: $895.00-$1095.00 until 10/7/20
Content Focus: Retirement
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
May
26-29
Las Vegas, NV
Price: $299.00-$1349.00
Early Bird: $299.00-$649.00 until 10/31/19
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
May
26-27
San Francisco, CA
Price: $939.00-$1139.00
Early Bird: $789.00-$989.00 until 01/17/20
Content Focus: General Planning
Organizer: Association
May
27-30
Boston, MA
Price: $895-$1445
Early Bird: $895-$1345 until 04/1/20
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Association
June 2020
Price: TBD
Content Focus: Investment
Channel: RIA
Organizer: Custodian
Jun
7-11
Las Vegas, NV
Price: $1595.00-$2395.00
Early Bird: $1595.00 until 02/3/20
Content Focus: Advanced Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
July 2020
Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA, Wirehouse
Organizer: B/D
Price: $150.00-$299.00
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
August 2020
No conferences for this month.
September 2020
Price: $195.00-$1595.00
Early Bird: $95.00-$1095.00 until 05/8/20
Content Focus: Investment
Channel: Independent BD, RIA
Organizer: Media/Publishing
Sep
9-10
Newport Beach, CA
Price: $995-$1495
Content Focus: General Planning
Channel: RIA
Organizer: Private event/Private organizer
Price: TBD
Content Focus: General Planning
Organizer: Association
Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA
Organizer: Association
Price: TBD
Content Focus: General Planning
Organizer: Association
October 2020
Oct
10-13
Denver, CO
Price: $224.00-$546.00
Early Bird: $224.00-$500 until 05/1/20
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
Oct
14-16
Austin, TX
Price: $925.00-$995.00
Early Bird: $925.00-$960.00 until 03/27/20
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private event/Private organizer
Price: $195.00-$245.00
Early Bird: $25.00 until 09/11/20
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Price: TBD
Content Focus: General Planning
Channel: Independent BD, RIA
Organizer: Association
Price: $79.00
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Oct
26-27
Chicago, IL
Price: $795.00-$1345.00
Early Bird: $795.00-$1245.00 until 09/2/20
Content Focus: Practice Management
Channel: CFPs, RIA
Organizer: Association
November 2020
Nov
2-3
Minneapolis, MN
Price: TBD
Content Focus: General Planning
Organizer: Association
