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.
September 2026
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.
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.
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.
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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 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.
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 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.
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
This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management.
This event offers sessions that cater to advisors' goals, expertise, and experience level, providing a comprehensive understanding of current trends and professional development. Attendees will have the chance to hear from industry-leading keynote and breakout speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance their professional network.
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.
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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.
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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.
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 some of the best minds in wealth management for a full day of great ideas on improving your practice.
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 Q4 Finnovation Forum™ is an exclusive forum for senior executives from RIAs, Broker/Dealers, and Family Offices — vetted for quality, built for the conversations that move firms forward. Over 2.5 days, attendees explore the technologies, investment strategies, and operational innovations transforming the industry. Discussions span advisor productivity, next-generation investment products, alternative investments, and the tools firms need to compete in an evolving marketplace. Through structured PowerMatch™ one-on-one meetings, interactive boardroom sessions, and networking, participants build meaningful relationships, evaluate innovative solutions, and gain actionable insights to help their firms grow, adapt, and lead with confidence.
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.
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.
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.
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.
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November 2026
The Fundamentals of True Wealth Planning training is a practical, research-based program that teaches advisors how to integrate behavioral science and life-centered planning into a structured financial planning process. Rather than simply learning concepts, participants leave with a proven framework, practical tools, and facilitation techniques they can immediately apply with clients.
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.
The retirement plan advisory industry is evolving rapidly—with new business models, changing client expectations and expanding services for sponsors and participants. Advisers need practical insights, proven strategies and strong connections to stay ahead. PLANADVISER 360 is designed for that purpose. This interactive event brings together top retirement plan advisers and industry leaders for candid conversations, actionable education and peer-to-peer insights.
RIA Edge Austin 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, including scaling with AI, navigating M&A, and attracting top talent.
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.
This year's Summit includes speakers discussing retirement, education, and investment planning, along with plenty of networking opportunities.
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.
The 2027 PFP Symposium is where top financial planners gather to elevate their expertise. Join industry thought leaders, such as Jeff Levine and Bob Keebler for deep discussions on both advanced technical and insightful soft topics. This year will include an interactive live multi-generational case study represented by 10 actors available throughout the conference. Extra continuing education credits are available for attendees for submitting their solutions to the case study.
February 2027
EstateCon is Wealth.com’s annual gathering of leading advisors, wealth management firms, and industry experts focused on the future of estate planning and wealth management.
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.
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.
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.
Future Proof Citywide is about the next generation of investors, advisors, financial professionals, and firms who treat AI as the new operating model for strategy, investing, and operations. The event features three content stages, dedicated networking areas, hundreds of sponsor activations, and a music concert, creating a unique atmosphere for financial advisors and other industry participants.
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.
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.
April 2027
Join the Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association for the latest FPA All-Ohio Symposium, featuring engaging speakers and networking opportunities.
*TBD
May 2027
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.
June 2027
July 2027
August 2027
September 2027
October 2027
The Fearless Investing Summit offers the opportunity for advisors to immerse themselves in three transformative days dedicated to innovation, strategy, and collaboration. Attendees will experience thought-provoking sessions, inspiring keynote speakers, and networking opportunities that help take their practices to new heights.
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