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Master List Of Financial Advisor Conferences For 2024-2025

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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January 2025

Jan
13-17
Orlando, FL

The 59th Heckerling Virtual Institute will provide 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.

Price: TBD
Type: Hybrid
Content Focus: Advanced Planning, Estate Planning
Channel: Experienced Planner, Independent BD, RIA
Organizer: Academic
Jan
23-24
San Juan, Puerto Rico

AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of top advisors in the industry to help advisors grow. This event includes highly focused presentations, interactive Q&A sessions, and networking opportunities.

Price: $1,899
Type: In Person
Content Focus: Advisor Marketing, Practice Management
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Vendor
Jan
26-29
Charlotte, NC

This event brings together CPA and other financial planners who are leaders or future leaders in their firms to discuss and learn about topics that will help them make decisions for their firms and their careers. The Summit includes speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require, including developing better and deeper client relationships, succession topics, employee development and firm culture, next generation changes on clients and staff, growing your business the way you want, balancing your own life goals with that of your business, and more.

Price: $1,325-$1,625
Type: In Person
Content Focus: Practice Management, Tax Planning
Channel: CPA
Organizer: Association
Jan
26-29
Nashville, TN

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. Attendees can also earn up to 18 hours of CE credit.

Price: $1,598-$2,149
Type: In Person
Early Bird: $1,499-$2,049 until 01/3/25
Content Focus: Advanced Planning, Estate Planning, General Planning, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Association
Jan
27-29
Grapevine, TX

The Financial Services Institute's National Conference is for independent financial services firm executives: CEOs, 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.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management
Channel: Independent BD
Organizer: Association

February 2025

Feb
2-5
Scottsdale, AZ

EWAS is a unique opportunity for attendees to learn how to exponentially grow their practices while creating more balance in their life. The conference offers the opportunity to network while hearing from global experts on key issues. Topics include, but are not limited to, creating an ideal company culture, digital marketing, how to best monetize a practice, finding great associates, and business structures in the new regulatory environment.

Price: $2,495
Type: In Person
Early Bird: $1695-$1995 until 12/17/24
Content Focus: Advisor Marketing, FinTech, Investment, Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
Feb
3-6
Orlando, FL

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: TBD
Type: In Person
Content Focus: FinTech, General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Vendor
Feb
3-4
Lake Mary, FL

For 35 years, financial professionals of Central Florida and beyond have gathered at Symposium to attend advanced educational sessions, learn cutting-edge business practices, and network with the best and the brightest in the profession.

Price: TBD
Type: In Person
Content Focus: Behavioral Finance, General Planning, Practice Management
Channel: CFPs, Independent BD, Insurance, RIA, Student, Wirehouse
Organizer: Association
Feb
4
McLean, VA

At the Success Summit attendees will experience a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration. Sessions will help attendees learn how to decipher investor behavior and create a compelling client experience, blueprint your business, attract top talent and scale your firm for growth, incorporate the 3 types of business stories successful advisors use, leverage technology to serve clients of all generations, and avoid the biggest “sales killing” mistake most advisors make,

Price: $150-$325
Type: In Person
Early Bird: $150-$225 until 12/31/24
Content Focus: Advanced Planning, Behavioral Finance, FinTech, Investment, Practice Management, Risk/Insurance Planning
Channel: CFPs, Independent BD, Insurance, RIA
Organizer: Association
Feb
7
Virtual

This complimentary summit aims to foster networking and expand students' knowledge about pursuing a career in financial planning. The Summit provides an opportunity for students to learn from thought leaders in the financial planning profession and will offer sessions focused on topics outside of the traditional classroom topics. 

Price: Free
Type: Virtual
Content Focus: General Planning
Channel: Student
Organizer: Association
Feb
10-12
Amelia Island, FL

NAPFA's Large Firm Forum is an invitation-only event for shareholders and principals from large financial planning firms with $1 billion+ AUM. Attendees participate in a program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.

Price: $1,295-$1,395
Type: In Person
Content Focus: Practice Management
Channel: Experienced Planner, RIA
Organizer: Association
Feb
12-14
Tampa, FL

The second annual Advyzon Conference will include prominent keynote speakers and industry thought leaders, hyper-relevant breakout topics, leading service providers in the exhibit hall, and Advyzon-focused sessions in order to help advisors get the most out of the Advyzon platform. This event will offer multiple tracks for advisors depending on their needs and interests.

Price: TBD
Type: In Person
Content Focus: FinTech, General Planning, Practice Management
Channel: CFPs, FinTech, Independent BD, RIA
Organizer: Vendor
Feb
13
Irving, TX

This annual event is a platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain continuing education credits in their respective fields. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.

Price: $345-$445
Type: In Person
Early Bird: $310-$410 until 12/16/24
Content Focus: Estate Planning, General Planning, Practice Management, Retirement, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*TBD

Feb
19-21
Orlando, FL

The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.

Price: $1.175-$1,175
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

March 2025

Mar
3-6
Dallas, TX

The T3 Technology Conference is a technology conference designed for independent and hybrid financial advisors, and also includes an Enterprise Track for financial services executives. The primary benefit of attending the conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. This makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category or simply those that want to see what the latest-and-greatest is.

Price: $1,099
Type: In Person
Content Focus: FinTech
Channel: CFPs, FinTech, Independent BD, RIA
Organizer: Private Organization
Mar
3-4
Dallas, TX

Institutional Investor is delighted to convene some of the most brilliant minds in the world of independent Registered Investment Advisors (RIAs), multi-family offices, single-family offices, broker-dealers, private banks, and trust companies.
The content and subjects for this event are meticulously curated by an advisory board comprising seasoned experts from various facets of the wealth management industry. Whether your interests lie in private equity, private credit, real estate, venture capital, natural resources, commodities, and beyond, the expert presentations, panel discussions, and workshops will cater to every executive in attendance.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, Investment, Practice Management
Channel: Independent BD, RIA, Wirehouse
Organizer: Media/Publisher
Mar
3-5
Coronado, CA

Horizon 2025 is a conference is the first of its kind, fully committed to the retirement knowledge advisors need, with over 24 workshops from industry luminaries, and 4 keynotes focused on turbocharging growth, client experience, and advanced planning in an advisory firm. The conference is built to be part lecture series and part 5-star retreat, incorporating the entire Loews campus with inside-outside experiences, local cuisine, and entertainment. The American College of Financial Services created Horizons to fill the knowledge gap and provide the actionable applied insights advisors need to support pre- and current retiree clients. The speaker lineup includes the top thought leaders, academics, and researchers in the retirement space, alongside motivational and growth-oriented keynotes, all in an ideal location, full of experiential networking opportunities and receptions.

Price: $699-$999
Type: In Person
Content Focus: Behavioral Finance, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association
Mar
5-7
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: TBD
Type: In Person
Content Focus: Compliance
Channel: CFPs, RIA
Organizer: Association
Mar
10-12
Frisco, TX

The Blue Vault Alts Summit is an annual conference which equips wealth advisors to grow their businesses by differentiating with alternative investments.

Price: $397
Type: In Person
Content Focus: Investment
Channel: CFPs, Independent BD, RIA
Organizer: Vendor
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

Mar
11
New York, NY

Join 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.

Price: TBD
Type: In Person
Content Focus: Investment, M&A, Practice Management
Channel: Independent BD, RIA
Organizer: Media/Publisher
Mar
12-13
Kansas City, MO

This intimate event focuses 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.

Price: TBD
Type: In Person
Content Focus: Advisor Marketing, General Planning, Practice Management
Channel: CFPs, Experienced Planner, RIA
Organizer: Private Organization
Mar
16-19
Miami Beach, FL

Future Proof Citywide will be taking over a significant stretch of Miami’s South Beach to connect the most influential allocators and the leading constituents in investment and wealth management. This event will also include the Breakthru Meetings Program, Future Proof Citywide's groundbreaking one-to-one meetings program that will facilitate more than 25,000 pre-scheduled, onsite, 15-minute introductory meetings in two days.

Price: $300-$645
Type: In Person
Content Focus: FinTech, General Planning, Investment
Channel: CFPs, Independent BD, RIA
Organizer: Private Organization
Mar
23-24
San Antonio, TX

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: TBD
Type: In Person
Content Focus: Behavioral Finance
Channel: CFPs, RIA
Organizer: Private Organization
Mar
23-26
Las Vegas, NV

Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.

Price: TBD
Type: In Person
Content Focus: General Planning, Investment
Channel: Independent BD, RIA
Organizer: Private Organization
Mar
25-26
Chicago, IL

Over one and half days, 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.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, Estate Planning, Practice Management, Retirement, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Media/Publisher, Private Organization
Mar 30 - Apr 2
Austin, TX

Experience 2025 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.

Price: $1,495
Type: In Person
Content Focus: General Planning, Investment
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association

April 2025

Apr
9-10
Las Vegas, NV

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: $500
Type: In Person
Content Focus: FinTech
Channel: CFPs, FinTech, Independent BD, RIA
Organizer: Vendor
Apr
21-23
Boston, MA

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 women and men are encouraged to attend to build networks and practices.

Price: $299
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
Organizer: Media/Publisher
Apr
23
New York, NY

This event offers opportunities for discussion, networking, and professional development, with agenda topics including investment strategy, practice management and personal and professional growth.

Price: TBD
Type: In Person
Content Focus: Investment, Practice Management
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Media/Publisher
Apr
28-30
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: $1,599-$1,799
Type: In Person
Early Bird: $1399-$1599 until 01/20/25
Content Focus: Advanced Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association

May 2025

May
4-6
Charlotte Harbor, 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
May
7-10
Phoenix, AZ

Attendees at NAPFA's Spring national conferences 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.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management, Retirement
Channel: CFPs, RIA
Organizer: Association
May
7-9
San Diego, 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: $3,398
Type: In Person
Early Bird: $2698 until 02/7/25
Content Focus: FinTech
Channel: Independent BD, RIA
Organizer: Private Organization
May
7-9
Nashville, TN

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 02/16/25
Content Focus: Advisor Marketing, Practice Management
Channel: RIA
Organizer: Private Organization
May
8
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
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

May
12-15
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
May
13-15
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: $1,700-$2,300
Type: Hybrid
Early Bird: $1,400-$2,100 until 03/28/25
Content Focus: Compliance, Investment
Channel: Independent BD, Wirehouse
Organizer: Association
May
14-16
Overland Park, KS

Speakers at the 46th 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: $520
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:

*TBD

May
15-17
San Antonio, TX

MilMoneyCon’s diverse attendee base, ranging from active-duty service members to financial planners, counselors, and educators, all share a common goal of improving the financial lives of others. This unique mix leads to invaluable networking, learning, and idea exchange, contributing to the professional growth of all participants over the three-day conference.

Price: $489-$689
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Private Organization
May
21-23
New Orleans, LA

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 cocktail receptions and dinners.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, FinTech, Investment, Practice Management, Retirement, Tax Planning
Channel: RIA
Organizer: Private Organization
May
27-28
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
Early Bird: $979-$1399 until 01/31/25
Content Focus: Advanced Planning, General Planning, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*TBD

June 2025

Jun
3-5
National Harbor, MD

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
9-12
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: $1,845-$2,295
Type: In Person
Content Focus: Advanced Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, CPA, Independent BD, RIA
Organizer: Association
Jun
9-11
Nashville, TN

The Jolt! financial advisor marketing conference is focused on teaching advisors how to build a predictable and profitable marketing system. The agenda has a heavy focus on actual marketing content, including how to create content that actually connects and attracts ideal prospects, how to build thought leadership in an advisor's target market, how to leverage storytelling to make marketing messages more memorable, how to use video and social media and other marketing channels to reach prospects, and how to scale marketing as the firm grows.

Price: $957
Type: In Person
Content Focus: Advisor Marketing, Practice Management
Channel: Independent BD, RIA
Organizer: Vendor
Jun
10-12
Boca Raton, FL

EDGE covers three pillars, investment, productivity, and growth, combining three specialized content tracks: Inside ETFs, WealthStack, and RIA Edge. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more. 

Price: $395
Type: In Person
Early Bird: $95 until 03/14/25
Content Focus: FinTech, Investment, Practice Management
Channel: CFPs, FinTech, Independent BD, RIA
Organizer: Private Organization
Jun
24-25
Chicago, IL

The RIA Central Investment Forum convenes premier RIAs for thought-provoking discussions via intimate roundtables, bringing key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration. Through expert-led panel discussions, presentations, guest speakers, and real-time market research, this event will drive innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, Investment, Practice Management
Channel: CFPs, RIA
Organizer: Media/Publisher, Private Organization
Jun
25-26
Chicago, IL

The Morningstar Investment Conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis.

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

July 2025

No conferences for this month.

August 2025

Aug
3-5
Palm Springs, CA

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.

Price: TBD
Type: In Person
Content Focus: Advisor Marketing
Channel: CFPs, Independent BD, RIA, Wirehouse
Organizer: Private Organization
Aug
26-28
Orlando, FL

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: $575-$775
Type: In Person
Content Focus: General Planning, Practice Management
Channel: CFPs, Independent BD, RIA, Student
Organizer: Association

September 2025

Sep
7-10
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: TBD
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
8-10
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: $3,998
Type: In Person
Early Bird: $2,798 until 05/16/25
Content Focus: FinTech
Channel: FinTech, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization
Sep
9-10
Newport Beach, CA

The RIA West Investment Forum convenes premier RIAs for thought-provoking discussions via intimate roundtables, bringing key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration. Through expert-led panel discussions, presentations, guest speakers, and real-time market research, this event will drive innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, Investment, Practice Management
Channel: CFPs, RIA
Organizer: Media/Publisher, Private Organization
Sep
25-27
Austin, TX

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.

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: TBD
Type: Hybrid
Early Bird: $499-$699 until 12/31/24
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

October 2025

Oct
1-3
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: TBD
Type: In Person
Content Focus: Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Private Organization
Oct
22
New York, NY

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.

Price: $3,000
Type: In Person
Content Focus: Investment, Practice Management
Channel: Executives
Organizer: Media/Publisher
Oct
23
New York, NY

Join some of the best minds in wealth management for a full day of great ideas on improving your practice – including sessions on technology and platforms, M+A, organic growth, team building, A.I., valuations, and investment strategies.

Price: $299
Type: In Person
Content Focus: FinTech, Investment, M&A, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Media/Publisher
Oct 29 - Nov 1
Washington, DC

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.

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