Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2026-2027
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: 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
July 2026
Join the Currence Community and leading industry experts during this three-day event, where sessions will focus on how to amplify advisors' productivity, community, impact, scale, and influence. Attendees will learn how adding Income Under Management® (IUM) with Currence to their practice means there are always resources available to implement the growth and protection strategies designed for clients. Advisors will also have the opportunity to learn from other successful Currence Strategists and feel the impact Currence is having on clients’ lives.
The Garrett Planning Network Retreat is a gathering built around community, collaboration, and a shared commitment to high-quality, fee-only financial planning. GPN members specialize in hourly or project-based planning, and the Retreat offers practical guidance for those growing or refining a time-based practice. Attendees can expect sessions on practice management, client engagement, scaling an hourly practice, and technical topics. Beyond traditional presentations, the Retreat features interactive moderated discussions that provide real-time insights from peers who understand the day-to-day realities of delivering objective, client-focused advice. There is also dedicated time to connect with peers, exchange ideas, and tap into the collective wisdom of the community.
*HSA Planning: Maximizing Tax-Advantaged Savings for Clients’ Health Care Expenses
*Tax Planning For The “ONE BIG BEAUTIFUL BILL”
Roundup is where financial planners come to be students of their profession again and connect with others who share the same devotion to learning and growth. This conference is over 35 years strong and is limited to 100 attendees to foster a collegial atmosphere that encourages deeper conversations and lasting professional relationships.
August 2026
SWAY | LIVE aims at helping financial professionals amplify their personal brand. Through immersive sessions, delve into innovative social media strategies, content creation, and the development of your personal brand voice. Whether you're a retirement plan advisor, a visionary in wealth management, a fintech innovator, a TPA firm leader, or a wholesaler, SWAY | LIVE is designed to enhance your personal branding and influence.
Conference of African American Financial Professionals (CAAFP) is designed for individuals, regardless of their professional background or identity, who want to engage and learn how we can create more opportunities for everyone. Attendees will convene with members of the dynamic and powerful CAAFP community to explore advancements, challenges, obstacles, solutions, and change across generations in financial services, and learn how best to support the current and next generations to advance the profession.
Featuring speakers on retirement planning, tax planning, advisor marketing and more, this event gives advisors the chance to gain expertise in a wide variety of planning areas while enjoying the experience of the French Lick Resort.
*Scaling Advice: From Financial Advisor to Financial Advicer
*Is My Advisory Firm Normal? 6 KPIs to Track and Compare
This annual event includes speakers on a variety of planning topics, the opportunity to network with peers, and the chance to earn CE credits.
*The Four Factors That Really Drive Advicer Productivity
*Tax Efficient Withdrawal Strategies in Retirement
FPA Gather (formerly FPA NextGen 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.
The symposium includes opportunities for industry networking, professional development, continuing education, and skill-building, all while supporting and promoting the profession of financial planning.
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.
September 2026
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.
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.
VISION is where purpose meets strategy and leadership meets action. This year's theme, The Wealth Shift: Ownership, Legacy & the Next Era, explores how we redefine wealth, expand ownership, and shape the future of financial services—together.
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.
*TBD
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.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
The annual event is a time to connect with other creators who create new media (blogging, podcasts, social media, and video) about financial topics. The event includes panels and workshops where attendees can hear from experts and other creators on various topics related to creating, promoting and profiting from money-related content, as well as what’s next in personal finance and investing. FinCon also offers a dedicated professionals track aimed at helping advisors, coaches, and other financial pros with marketing their expertise and services.
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.
Barron’s 100 Summit is designed to facilitate a free-flowing exchange of information, ideas, and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.
The Cambridge Ignite conference is designed for advisors on the Cambridge platform. Independent financial advisors can learn more about Cambridge solutions as well as network and collaborate with other Cambridge advisors.
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.
Join the Financial Planning Association of San Diego for a full day of practical education, peer connection, and up to 5.5 CE hours (pending approval), capped off with a happy hour. Presentation topics for this year's event include client communication, Trump accounts, AI and advice, and an economic outlook.
At The Summit 2026, where this year's theme is "Turning Financial Plans Into Action - With Tax At The Center", attendees will learn how to simplify financial planning, amplify results, and put tax where it belongs - at the heart of every client conversation. You’ll walk away with the strategies, systems, and clarity to scale smarter, charge more, and become the advisor clients chase.
Institutional Investor’s Retirement Plan Advisor Summit will provide senior-level executives from the most innovative and essential retirement plan advisory 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.
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” their advice offering to make it easier to market intangible advice services.
October 2026
Presented in its third year, the CFP Board Connections Conference brings together firm leaders, financial advisors, financial service innovators, researchers, registered program faculty and students. Attendees will gain valuable insights on today’s most pressing issues — from emerging trends and technologies such as AI and FinTech to best practices in modern financial planning. The conference also provides a unique opportunity to earn CE credits while networking with professionals from a wide range of roles, backgrounds and perspectives across the financial planning profession.
*Scaling Advice: From Financial Advisor to Financial Advicer
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.
*Roundtable
This event offers attendees the chance to hear from industry-leading speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance their professional networks. Advisors will leave with practical strategies, insights, and guidance on how to advance their financial planning careers.
*Tax Planning Opportunities Under OBBBA
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.
This annual, virtual event is designed to help advisors maximize their success with eMoney solutions and gain meaningful takeaways to add value to their practices. At this event, advisors will explore new research and dynamic, interactive tools to empower them to deliver personalized, collaborative experiences and drive meaningful results in their businesses.
*The Four Factors That Really Drive Advicer Productivity
The ASCEND Conference includes two days of learning, connection, and inspiration. Hear from nationally recognized and locally respected experts, experience engaging keynote presentations, and discover new ideas in financial planning and practice support designed to help you succeed.
Join an intimate group of CEOs from some of the most important wealth management firms for an afternoon of discussion followed by cocktails and dinner.
Join some of the best minds in wealth management for a full day of great ideas on improving your practice.
Join senior executives (CEOs, COOs, CIOs, CTOs, CCOs) and leading solution providers from top FinTech, Operations, and TPA firms. Over 2.5 days, attendees will explore how emerging technologies, automation, data analytics, and integrated platforms can transform operations, enhance efficiency, and keep their organizations competitive while gaining strategic insights, exchanging best practices, and walking away with actionable solutions through boardroom sessions, one-on-one meetings, and private networking.
Financial Planning’s Advise AI 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.
*TBD
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.
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.
Advisor ScaleCon: The Playbook is a two-day experience created for serious financial advisors who want to move beyond the grind of running a practice and start designing a scalable business. Built around the belief that advisors should be able to build without burnout, the event focuses on the operational pillars that make scale possible: Elevate, Broadcast, Automate, and Delegate. Advisors will leave with practical playbooks for systematizing their operations, attracting the right clients, and leading their firms like CEOs — so growth comes from better structure, not longer hours.
The FPA of the Triangle's Annual Fall Symposium is an all-day conference, where attendees will receive up to 7 hours of CFP & NCDOI CE, plus lots of opportunities for networking with other financial planners. This year's event will include keynote sessions on practice management and retirement planning, as well as breakout sessions on a variety of topics from digital assets to behavioral finance.
*Helping Nervous Clients Understand And Financially Plan For The (True) State Of The Social Security System
November 2026
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 advisory firm compliance and regulation.
FPA Summit (formerly 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.
Protectors Vegas is the place that brings together the people, the companies, and the ideas shaping the future of income and financial security.
The Advisor Network Connect is a gathering for financial professionals focused on collaboration, education, and growth. This event brings together advisors, industry experts, and thought leaders for an engaging experience that blends practical learning with meaningful connections. Attendees will benefit from dynamic workshops, expert-led panels, and interactive networking opportunities, along with thoughtfully designed receptions and social events. Every element of the conference is crafted to inspire, equip, and connect advisors who want to elevate their practice and thrive in a rapidly evolving profession.
Experience 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.
Unlike traditional virtual events, Future Proof Connect features no speakers and no content tracks. Instead, over three hours across two days, each participant can hold up to 20 fifteen-minute video meetings with people they actively chose to meet. For advisors, professional allocators, and wealth management decision-makers, Future Proof Connect is an efficient way to meet the right partners, employee prospects, fund managers, and tech providers without travel or cold outreach.
December 2026
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.
January 2027
The Heckerling Institute provides 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.
February 2027
FSP Institute is an advanced planning experience designed to provide clarity on complex topics. Through impactful sessions, attendees will sharpen their ability to see concepts and strategies in a new light while gaining knowledge and wisdom from top-rated faculty.
March 2027
RIA Edge Nashville brings together top leaders and executives from the fastest-growing firms for conversations that matter. With sessions designed to address today’s most pressing challenges - scaling with AI, navigating M&A, and attracting top talent - this event gets straight to the strategies that work.
The Barron’s Advisor Independent Summit convenes independent and RIA firm owners who have built, scaled, and sustained advisory businesses with full ownership over strategy and growth. Conversations draw on real experience and examine how judgment, risk perception and human behavior shape decisions across client relationships, team leadership and long-term strategy. Advisors share the approaches behind their firms’ growth while comparing how peers are navigating an RIA landscape increasingly shaped by mergers and acquisitions––some of which have even begun with conversations sparked in the hallways of this event.
This intimate event has a special focus 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.
Attendees will experience three days of connection, ah-ha! moments, and unexpected surprises at the 11th annual edition of this conference. >drive2027 will gather top industry experts and influencers, along with its community of users, to showcase best practices and new ideas to drive firm growth and operational excellence. This event is for both long-time AdvisorEngine users and those who are new to the platform.
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