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.
May 2026
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.
*TBD
*TBD
June 2026
The ETP Forum is a semiannual conference that brings together financial professionals, including RIAs, family offices, ETF issuers, market makers, asset managers, and other industry participants for in-depth discussions on the latest trends and strategies in exchange-traded products, and the evolving ETF landscape. The conference has two concurrent tracks: ETF Investors, and ETF Industry. Participants are free to attend panels from either or both tracks throughout the one-day event, which also offers networking opportunities and continuing education credits.
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.
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.
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.
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 four energizing days.
EDGE covers three pillars: investment, productivity, and growth. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, and more.
*Fireside Chat
This year's Forum offers the opportunity to hear from speakers on a range of high-impact topics and receive a variety of CE credit types.
*7 Critical IRA Errors Advisors Must Avoid
*Trump Accounts: What Advisors Need to Know
The Morningstar Investment Conference provides advisors and financial experts with cutting-edge research, expert insights, and thorough analysis.
The Advice-Only Conference is the first conference built exclusively for Advice-Only advisors who charge clients directly for their advice, do not take custody of investments and accept no commissions, no AUM fees, and no product compensation of any kind. The conference brings together practitioners, thought leaders, and those curious about the Advice-Only model for two days of deep-dive sessions, honest conversation, and genuine community. Sessions will cover the full spectrum of building and running an Advice-Only practice, from pricing strategy and compliance to marketing, technology, ongoing planning, and hourly and project-based service delivery, while keynote presentations explore the intersection of Advice-Only planning with the FIRE movement, end-of-life financial planning, and a fresh examination of what retirement really means.
Elevate is built for serious financial advisors who want to strengthen the substance of their advice — not just grow their firms. This event focuses on the advanced planning disciplines that make advice truly indispensable: investment philosophy clients believe in, tax strategies that create measurable value, and estate and legacy planning that strengthens relationships across generations. Rather than emphasizing technology or practice management, the event centers on the advice itself — helping advisors integrate these disciplines into a unified approach that creates clarity, deepens trust, and delivers lasting impact for the families they serve. A virtual attendance option is also available for advisors who are unable to travel.
Presented by the Association of African American Financial Advisors (Quad-A), WIIN 2026 will feature two dynamic days of education, networking, and inspiration designed to elevate women leaders, entrepreneurs, and emerging professionals.
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.
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.
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”
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.
*TBD
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.
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.
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.
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.
At The Summit 2026, 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.
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
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
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.
November 2026
Protectors Vegas is the place that brings together the people, the companies, and the ideas shaping the future of income and financial security.
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.
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.
December 2026
January 2027
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
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.
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