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Master List Of Financial Advisor Conferences For 2020-2021

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

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

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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

February 2021

Feb
12
Las Vegas, NV

The Financial Independence Group Symposium is for any and all advisors interested in looking to learn new sales and marketing strategies going into 2021. Don't miss Michael Kitces speak on February 12th!

Price: TBD
Content Focus: Practice Management
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

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Finally...

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Practice management advice and tools relevant for your business.​

Join 41,457 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 41,457 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"!

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