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Master List Of Financial Advisor Conferences For 2023-2024

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 | 20232022 | 20212020 | 20192018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012

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

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February 2024

Feb 28 - Mar 1
Clearwater Beach, FL

LLIS Academy provides education for fee-only financial advisors on all things insurance. Attendees can earn CE credits and network with other advisors.

Price: $199
Type: In Person
Content Focus: Risk/Insurance Planning
Channel: RIA
Organizer: Vendor

March 2024

Mar
5
New York, NY

Join AdvisorHub CEO Tony Sirianni — a former advisor and founder of two RIA firms — and partners and 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. Whether you've been running a firm for decades or considering string out on your own, this is a great opportunity to meet with RIAs and get insights on trends in the space.

Price: $0
Type: In Person
Content Focus: FinTech, Investment, Practice Management
Channel: Independent BD, RIA
Organizer: Media/Publisher
Mar
5-6
Chicago, IL

This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the Midwest.

Price: $249-$349
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, RIA
Organizer: Association
Mar
6-8
Washington, DC

The Investment Adviser Compliance Conference is a comprehensive, in-person program that provides investment advisers with the most up-to-date information available on the changing regulatory landscape. The program features a distinguished roster of speakers who are experts in their fields — including SEC officials, investment adviser industry professionals, legal experts, and the IAA legal team. In addition to meeting and interacting with peers, participants will return to their firms with practical insights and knowledge of best practices to help them maintain a successful compliance program.

Price: $1,695-$2,095
Type: In Person
Content Focus: Compliance
Channel: CFPs, RIA
Organizer: Association
Mar
11-21
Charlotte, NC

Join Limitless Advisor for a virtual Learning Summit followed by a two-day, in-person workshop to apply what you have learned. Stephanie Bogan and Adam Cmejla will provide personal support with hands-on work, peer collaboration and real-time coaching, all focused on helping you roll up your sleeves to build solutions that put what you’re learning to work in your practice. You'll leave with the foundation and tools to deliver deeper value to clients and prospects by elevating your meetings, driving more meaningful engagement, and delivering your message with clarity and confidence.

Price: $3,000
Type: Hybrid
Content Focus: Practice Management
Channel: RIA
Organizer: Private Organization
Mar
12-14
West Palm Beach, FL

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.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Media/Publisher
Michael Kitces
Speaker:
Michael Kitces
Topic:

*At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want

Mar
12-15
San Diego, CA

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.

Price: $1,199
Type: In Person
Content Focus: FinTech, General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Vendor
Mar
13-15
Salt Lake City, UT

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.

Price: TBD
Type: In Person
Content Focus: Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Media/Publisher
Mar
21
Bethesda, MD

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community and is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community. The agenda for this closed-door and invitation-only event includes asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy.

Price: $3,000
Type: In Person
Content Focus: General Planning, Investment, M&A
Channel: Bank Trust, RIA
Organizer: Private Organization
Mar
22
Portland, OR

This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the West region.

Price: $249-$349
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, RIA
Organizer: Association
Mar
24-25
Boston, MA

This annual symposium covers key topics for fee-only planners and provides ample time for networking with fellow NAPFA members from the Northeast and Mid-Atlantic.

Price: $249-$349
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, RIA
Organizer: Association
Mar
24-25
Orlando, FL

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.

Price: $299
Type: In Person
Content Focus: Behavioral Finance
Channel: CFPs, RIA
Organizer: Private Organization
Mar
24-27
Colorado Springs, CO

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.

Price: TBD
Type: In Person
Content Focus: Compliance, General Planning, Practice Management
Channel: Experienced Planner
Organizer: Private Organization

April 2024

Apr
7-10
Las Vegas, NV

Experience 2024 is the Investments & Wealth Institute's flagship annual conference, assembling industry thought-leaders in Las Vegas, a city known for innovation, economic growth, and forward-thinking ideas. 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.

Price: $1,495
Type: In Person
Content Focus: General Planning, Investment
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association
Apr
8-11
Fort Worth, TX

NAPFA's Spring National Conferences are designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management, Retirement
Channel: CFPs, RIA
Organizer: Association
Apr
8-10
Boston, MA

Tiburon hosts semi-annual summits for its CEO clients that provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management businesses.

Price: TBD
Type: In Person
Content Focus: General Planning, Investment, Practice Management
Channel: Experienced Planner, FinTech
Organizer: Private Organization
Apr
16
New York, NY

Set against a backdrop of an ever-changing business landscape, this event is a networking and troubleshooting platform for RIA business owners, practice managers, operations leaders, and other senior advisors to come together. Attendees will learn how to develop best practice management, and engage with strategies that will help futureproof their firms, optimize client services, bolster bottom lines, and accelerate business growth.

Price: $99
Type: In Person
Content Focus: Practice Management
Channel: CFPs, Experienced Planner, RIA
Organizer: Media/Publisher
Apr
17
New York, NY

Women Advisors Summit is AdvisorHub's networking event for top women advisors. Join AdvisorHub publisher Tony Sirianni and co-host Libet Anderson, President of Concourse Financial, for discussion, networking and professional development. Topics will include investment strategy, practice management and personal and professional growth.

Price: $0
Type: In Person
Content Focus: FinTech, Investment, Practice Management
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Media/Publisher
Apr
25-27
Denver, CO

MilMoneyCon is the event for financial professionals united by military service. Its mission is to bring service members, veterans, and military spouses together to build and progress their careers, continue their education, and grow their earning power as practicing or rising financial professionals.

Price: $354
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Private Organization
Apr 28 - May 1
Orlando, FL

Active investment managers are invited to this annual conference to experience a wide variety of speakers and panelists, plus plenty of networking opportunities. The conference includes sessions on trading techniques, risk management, and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.

Price: $1,395
Type: In Person
Content Focus: Behavioral Finance, FinTech, Investment, Practice Management
Channel: Independent BD, RIA
Organizer: Association
Apr
28-30
Marco Island, FL

The Exit Planning Summit is for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top Certified Exit Planning Advisors in the profession today.

Price: TBD
Type: In Person
Content Focus: Investment, M&A
Channel: CFPs, Independent BD, RIA
Organizer: Private Organization
Meghaan Lurtz
Speaker:
Meghaan Lurtz
Topic:

*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement

May 2024

May
6-7
Overland Park, KS

The Qualified Plan Fiduciary Summit is a collaborative experience aimed at helping organization to make their retirement program more competitive. They focus on challenges in recruiting, retaining talent, communicating with employees, and managing risk.

Price: $0
Type: In Person
Content Focus: Retirement
May
6-8
Las Vegas, NV

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.

Price: TBD
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Media/Publisher
May
6-9
Tucson, AZ

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.

Price: $1,499-$1,699
Type: In Person
Content Focus: Advanced Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
May
8-10
Scottsdale, AZ

DeVoe Elevate provides business-building insights for RIA owners and principals, with topics ranging from maximizing referrals from clients and professional relationships to best practices in talent management. Attendees will learn key strategies to optimize their human capital plan and drive sustainable growth.

Price: $1,125
Type: In Person
Early Bird: $$795 until 02/29/24
Content Focus: Advisor Marketing, Practice Management
Channel: RIA
Organizer: Private Organization
May
9
Seattle, WA

The FPA Puget Sound Symposium provides attendees with a comprehensive look into current trends and professional development. Advisors will leave with practical strategies, insights, and guidance on how to propel their financial planning careers forward.

Price: TBD
Type: In Person
Content Focus: General Planning, Investment, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
May
9
Somerset, NJ

The FPA of NJ's 2024 Spring Symposium is an all-day educational event featuring keynote speakers and morning and afternoon breakout sessions on a variety of compelling and worthwhile topics.

Price: TBD
Type: In Person
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*

May
9
Troy, NY

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

Price: TBD
Type: In Person
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Derek Tharp
Speaker:
Derek Tharp
Topic:

*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies

May
13-16
Hollywood, FL

The Inside ETFs conference is for those advisors that want to learn more about ETFs generally as well as how to position them in client portfolios. Attendees can connect with ETF issuers, ETF strategists, asset managers, and technology providers to learn more about the increasing number of investment options now available – and ultimately the solutions that will allow advisors to create more personalized portfolios for their clients.

Price: $95-$195
Type: In Person
Content Focus: Investment
Channel: CFPs, Independent BD, Insurance, RIA
Organizer: Private Organization
May
13-16
Hollywood, FL

RIA edge is built for financial advisors and leaders of advisory firms looking to strategically accelerate the growth of their businesses. The event will provide a comprehensive experience for financial advisors and industry leaders looking to network and position themselves among the industry’s elite on the topics of investment products, technology tools, the RIA ecosystem, risk management, and practice efficiency. In addition to high-level debates on the RIA Edge main stage, attendees also get access to Inside ETFs, WealthStack, and visionary keynote addresses.

Price: $95-$195
Type: In Person
Content Focus: FinTech, General Planning, Investment, Practice Management, Risk/Insurance Planning
Channel: CFPs, Experienced Planner, RIA
Organizer: Private Organization
May
13-16
Hollywood, FL

WealthStack brings together the leading advisors, broker-dealers, and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience, and ultimately grow their firm to share their stories and insight. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more. 

Price: $95-$195
Type: In Person
Content Focus: FinTech, Investment
Channel: Independent BD, RIA
Organizer: Private Organization
May
14-16
Washington, DC

FINRA's Annual Conference provides the opportunity for practitioners, peers, and regulators to exchange ideas on today’s most timely compliance and regulatory topics. The conference offers a broad range of topics including regulatory compliance, risk management, crypto asset developments, trends and threats in financial crimes, and the evolution of branch office inspections, among others.

Price: $495-$2,195
Type: Hybrid
Early Bird: $495-$1,995 until 03/29/24
Content Focus: Compliance, Investment
Channel: Independent BD, Wirehouse
Organizer: Association
May
14-15
Phoenix, AZ

Envestnet Elevate brings together advisors, RIAs, enterprises, and fintechs into the same space to discuss how wealth management technology can transform clients’ futures, and is especially valuable for those advisors who are using Envestnet to manage their wealth management process. Attend the conference to learn more about Envestnet functionality, hear from industry thought leaders, and network with advisors facing similar challenges and opportunities.

Price: $599
Type: In Person
Content Focus: FinTech, General Planning, Investment, Retirement, Tax Planning
Channel: CFPs, FinTech, Independent BD, RIA
Organizer: Vendor
May
15-17
Orlando, FL

Connections is iPipeline’s premier 3-day event in the insurance and financial services industries, featuring 50+ educational sessions from iPipeline customers and employees, third-party experts, top industry partners, and prominent keynote speakers. Connections 2024 provides an opportunity to explore how the industry leverages emerging technologies, data, and innovations to accelerate sales and achieve deeper market penetration – all while engaging with others in the industry to discuss challenges and successes on a grand scale.

Price: $519
Type: In Person
Content Focus: FinTech, General Planning, Practice Management, Risk/Insurance Planning
Channel: CFPs, Independent BD, RIA
Organizer: Vendor
May
15-17
Overland Park, KS

Speakers at the 45th edition of the MOKAN conference will discuss a wide range of topics of interest to advisors. CE credit will be available for a wide range of certifications.

Price: $515
Type: In Person
Content Focus: Estate Planning, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: Bank Trust, CFPs, Independent BD, RIA
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*Trusts as Beneficiaries of IRAs

May
19-21
Austin, TX

The next era of the Broadridge Fi360 Solutions Conference is here. Now known as the Broadridge 360 Advisor Summit, this event is expanding its appeal to support the convergence of retirement and wealth. Investment professionals from across the industry from advisory firms, recordkeepers, asset managers, banks, and more will gather for 3 days of thought-provoking content and to create long-lasting connections. Attendees can also earn CE credits for a range of credentials.

Price: $895-$995
Type: In Person
Content Focus: FinTech, General Planning, Investment, Practice Management, Retirement
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Custodian
May
21-23
San Francisco, CA

Finovate conferences showcase cutting-edge banking and financial technology through a unique blend of short-form demos, key insights from thought leaders, and networking opportunities.

Price: $2,098
Type: In Person
Content Focus: FinTech
Channel: Independent BD, RIA
Organizer: Private Organization
May
22-24
Tampa, FL

The Q4 Top RIA Forum provides an opportunity for leading Registered Investment Advisors and Multi-Family Offices to engage with one another alongside solution providers representing cutting-edge investment institutions and wealth technology companies. Throughout 2.5 days, participants can join dynamic roundtable discussions, listen to motivating keynote speakers, and partake in customized one-on-one sessions. The event also incorporates various networking prospects, including two cocktail receptions.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, FinTech, Investment, Practice Management, Risk/Insurance Planning
Channel: RIA
Organizer: Private Organization
May
22-23
Las Vegas, NV

TradePMR's annual SYNERGY conference unites growing RIAs from around the country to network, learn, and converse about topics impacting firms, including pratice management, compliance, M&A, and technology. The conference agenda includes sessions hosted by TradePMR team members, successful RIA peers, and keynote speakers that are leaders of their respective industries.

Price: TBD
Type: In Person
Content Focus: Estate Planning, FinTech, Practice Management, Retirement
Channel: RIA
Organizer: Custodian
May
23
Chicago, IL

Women advisors and their allies are invited to join for this event dedicated to the growth and success of women in the financial advice industry. This forum allows women advisors and those who support with a venue to connect with each other and the latest ideas in practice management, career growth, and industry trends.

Price: TBD
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Media/Publisher
May
28-29
San Francisco, CA

The FPA NorCal conference has spent decades honing itself into what is technically still a “regional” conference, but in practice is consistently one of the best national conferences in financial planning, attracting national-caliber speakers and featuring a rich series of breakout sessions across the 2-day event. The content features a broad mix of both technical and practice management sessions, though it does skew towards more advanced/experienced practitioners

Price: $1,199-$1,599
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*Is My Advisory Firm Normal? 6 KPIs To Track & Compare

Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*TBD

June 2024

Jun
3-6
Las Vegas, NV

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 4 energizing days.

Price: $2,175-$2,625
Type: Hybrid
Content Focus: Advanced Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, CPA, Independent BD, RIA
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*TBD

Michael Kitces
Speaker:
Michael Kitces
Topic:

*Panel

Jun
4-6
Nashville, TN

BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer, the goal of the conference is building practices. Attendees can also pick up CE credit.

Price: TBD
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Custodian
Jun
24-26
Chicago, IL

The US SIF FORUM 2024 offers an opportunity to network with leaders of the sustainable investing community and to learn about new approaches, trends and policy developments. The conference attracts representatives of investment management and advisory firms, asset owners (foundations, pension funds, family offices), research and data firms, financial planners and advisors, broker-dealers, and community development financial institutions, along with policymakers and corporate leaders. The content covers a broad array of topics and issues deeply relevant to the financial professionals who attend the Conference. The US SIF Foundation's Center for Sustainable Investment Education also hosts a training on the Fundamentals of Sustainable and Impact Investment.

Price: $125-$250
Type: In Person
Content Focus: General Planning, Investment
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association, Private Organization
Jun
26-27
Chicago, IL

The Morningstar Investment Conference is an opportunity to join investment advisors, experts, and trailblazers for 3 days of frank dialogue, analysis, and perspective. The conference offers sessions, experiences, and networking to deliver sharpened focus, deeper insights, and the data you need to prepare for what’s next in the investor’s journey.

Price: TBD
Type: In Person
Content Focus: Investment, Retirement
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Vendor

July 2024

Jul
9-10
Chicago, IL

Over one and half days, Institutional Investor’s Retirement Plan Advisor Institute will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.

Price: $0
Type: In Person
Content Focus: Investment, Practice Management, Retirement
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Media/Publisher

August 2024

Aug
11-14
San Diego, CA

Built for LPL advisors, LPL Focus is designed to provide a robust slate of educational and networking offerings. Attendees will enjoy industry-driven sessions elevated by the extensive knowledge and experience of LPL executives, industry leaders, and dynamic guest speakers. The event provides a wide range of business-optimizing content, ample time to reconnect with established contacts, and opportunities to build new industry connections.

Price: TBD
Type: In Person
Content Focus: General Planning, Practice Management
Channel: Independent BD
Organizer: B/D
Aug
20-22
Phoenix, AZ

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.

Price: TBD
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
Aug
28-29
Laguna Niguel, CA

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.

Price: TBD
Type: In Person
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization

September 2024

Sep
3-12
Denver, CO

Join Limitless Advisor for a virtual Learning Summit followed by a two-day, in-person workshop to apply what you have learned. This year’s Limitless Growth Retreat goes beyond the flash to help you build the foundations and the fuel you need to gear up your growth machine. Dive in with Stephanie Bogan and Adam Cmejla to explore proven growth strategies and learn how to drive growth consistently. From cultivating COIs to building your brand, creating a website that works to perfecting your online sales funnel, customize and build a marketing plan that will work for you.

Price: $3,000
Type: Hybrid
Content Focus: Advisor Marketing, Practice Management
Channel: RIA
Organizer: Private Organization
Sep
9-11
Orlando, FL

The Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond the founder/owner (the transition from practice to business), along with content on marketing and growth strategies to get to that next level, as well as inspirational keynote sessions to fire up attendees to go home and try it all out.

Price: TBD
Type: In Person
Content Focus: Advisor Marketing, Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
Sep
9-11
New York, NY

FinovateFall allows attendees to reconnect face-to-face with the fintech community and plot a course for the future. The event includes live demos of innovative fintech solutions, expert advice from key influencers, and networking opportunities.

Price: $3,698
Type: In Person
Early Bird: $2,698 until 05/17/24
Content Focus: FinTech
Channel: FinTech, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization
Sep
9-11
Savannah, GA

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.

Price: TBD
Type: In Person
Content Focus: Behavioral Finance, Estate Planning, FinTech, General Planning, Investment, Practice Management, Retirement, Tax Planning
Channel: CFPs, RIA
Organizer: Association
Sep
11-13
San Francisco, CA

The Summit is designed to be an interactive experience for RIA owners and principals contemplating transactions or transitions. This event will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including the current state and outlook for RIA M&A, lessons from seasoned acquirers for prospective sellers, and more.

Price: TBD
Type: In Person
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization
Sep
15-18
Huntington Beach, CA

Future Proof is a festival exploring all aspects of the future of wealth and takes place outdoors along the beach in Huntington Beach, California. The event seeks to connect people, purpose, and ideas through the lens of wealth, technology, culture and impact. In addition to industry speakers presenting in a variety of formats, Future Proof features live music, food, art exhibitions and Breakthru, the largest meetings program in wealth management.

Price: $300-$495
Type: In Person
Content Focus: Advisor Marketing, FinTech, General Planning, Investment, Practice Management, Retirement
Channel: CFPs, FinTech, Independent BD, RIA, Wirehouse
Organizer: Private Organization
Sep
16-18
Denver, CO

The Insider's Forum finds some of the top thinkers in the financial advisory space and gets them to offer candid, forward-looking advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer and creating a challenging educational experience for attendees. In addition, Insider's Forum offers an educational track purely for operations professionals as well as a curated exhibit hall.

Price: TBD
Type: In Person
Content Focus: FinTech, General Planning, Investment, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Private Organization
Sep
18-20
Columbus, OH

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.

Price: $899-$1,099
Type: In Person
Content Focus: Academic, Advanced Planning, Behavioral Finance, Estate Planning, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Association
Sep
25-26
Beverly Hills, CA

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.

Price: $0
Type: In Person
Content Focus: Investment, Practice Management, Retirement
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Media/Publisher
Sep
25-27
Phoenix, AZ

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.

Price: $895-$2,192
Type: In Person
Content Focus: Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Private Organization

October 2024

Oct
2-4
San Antonio, TX

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.

Price: TBD
Type: In Person
Content Focus: Academic, FinTech, Investment, Practice Management
Channel: Independent BD
Organizer: Private Organization
Oct
7-9
Marina del Rey, CA

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.

Price: $395
Type: In Person
Early Bird: $95 until 06/28/24
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization
Oct
8
New York, NY

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.

Price: $199-$299
Type: In Person
Early Bird: $199 until 09/3/24
Content Focus: FinTech, Investment, Practice Management, Retirement
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Media/Publisher
Oct
9-10
Las Vegas, NV

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.

Price: TBD
Type: In Person
Content Focus: FinTech
Channel: CFPs, FinTech, Independent BD, RIA
Organizer: Media/Publisher
Oct
14-16
Philadelphia, PA

This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.

Price: TBD
Type: In Person
Content Focus: General Planning, Risk/Insurance Planning
Channel: Insurance
Organizer: Association
Oct
15-17
Minneapolis, MN

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.

Price: $299-$699
Type: Hybrid
Content Focus: Advisor Marketing, Behavioral Finance, FinTech, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, FinTech, RIA
Organizer: Private Organization
Oct
18-19
Houston, TX

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.

Price: $25
Type: Hybrid
Content Focus: Academic, Behavioral Finance, FinTech
Channel: Specialty Finance
Organizer: Academic
Oct
20-24
Anaheim, CA

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.

Price: TBD
Type: In Person
Content Focus: Estate Planning
Channel: Experienced Planner, RIA
Organizer: Association
Oct
22-23
Minneapolis, MN

The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.

Price: TBD
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
Oct
23-25
Nashville, TN

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.

Price: $500-$899
Type: In Person
Content Focus: Advisor Marketing, Compliance, FinTech, General Planning, Investment, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Vendor
Oct
29-30
Minneapolis, MN

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.

Price: $1,000
Type: In Person
Content Focus: Behavioral Finance, General Planning, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Private Organization
Oct 30 - Nov 2
Nashville, TN

NAPFA's Fall National Conference is designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, Estate Planning, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, RIA
Organizer: Association

November 2024

Nov
6
New York, NY

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.

Price: $99
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Media/Publisher
Nov
19-21
San Francisco, CA

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.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, Behavioral Finance, FinTech, General Planning, Investment, M&A, Practice Management, Retirement, Tax Planning
Channel: CFPs, RIA
Organizer: Custodian

December 2024

Dec
9-12
Location TBD

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.

Price: 2500
Type: In Person
Content Focus: Investment, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Private Organization