The events listed below are for the 2017/2018 calendar year.
| Date | Location | Event | Details | |
|---|---|---|---|---|
| January | ||||
| 12 | Philadelphia, PA | Janney Montgomery Scott | *Life & Death Tax Planning for Annuitites | |
| 18 | Chicago, IL | BMO Wealth Management | *Future of Financial Planning in the Digital Age | |
| 22 | Hollywood, FL | Inside ETFs | *The Future of Investment Advice in the Digital Age | |
| 24 | Palos Verdes, CA | AICPA | *Panel Discussion on Future of the Profession | |
| 25 | Los Angeles, CA | IMCA | *CPWA Training on Retirement Planning | |
| 30 | Webinar | Private Event | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| February | ||||
| 2 | San Diego, CA | TD Ameritrade | *5 Industry Trends That May Change How You Do Business In The Future | |
| 13 | Potomac, MD | Private Event | *Trusts as Beneficiaries of IRAs | |
| 14 | Webinar | Portfolio Construction Forum | *Finology & The Future of Financial Advice | |
| 27 | St. Louis, MO | Private B/D Event | *Applying Behavioral Finance in your Financial Planning Practice | |
| 28 | Palm Springs, CA | New York Life | *Future of Financial Planning in the Digital Age | |
| March | ||||
| 1 | Webinar | Private Event | *Future of Financial Planning in the Digital Age | |
| 9 | Phoenix, AZ | Charles Schwab | *Future of Financial Planning in the Digital Age | |
| 14 | Orlando, FL | Charles Schwab | *Future of Financial Planning in the Digital Age | |
| 15 | Webinar | LIMRA | *Panel Discussion | |
| 16 | Albany, NY | FPA NENY | *To Roth or Not to Roth | |
| 22 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning | |
| 23 | Orlando, FL | Private Event | *Future of Financial Planning in the Digital Age | |
| 28 | Minneapolis, MN | FPA Minnesota | *Strategies To Maximize The Value Of Roth Conversions | |
| 30 | Denver, CO | Charles Schwab | *Future of Financial Planning in the Digital Age | |
| April | ||||
| 4 | Webinar | Private Event | *Strategies To Maximize The Value Of Roth Conversions | |
| 11 | Webinar | Vestmark | *Hybrid Advisor Robo Models | |
| 25 | Chicago, IL | Investment News | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| 26 | Plantsville, CT | FPA Connecticut Valley | *Strategies To Maximize The Value Of Roth Conversions | |
| 27 | Chicago, IL | Morningstar | *Future of Financial Planning in the Digital Age | |
| May | ||||
| 1 | San Diego, CA | IMCA Annual Conference Experience | *Cutting Edge Tax Planning Developments & Opportunities | |
| 3 | Orlando, FL | Institute For Divorce Financial Analysts | *Five Industry Trends Shaping Financial Advice | |
| 9 | Ft. Lauderdale, FL | LPL | *Future of Financial Planning in the Digital Age | |
| 10 | Dallas, TX | FPA Dallas / Fort Worth | *Applying Behavioral Finance in your Financial Planning Practice | |
| 11 | Kansas City , MO | Mokan Trust & Financial Services | *Cutting Edge Tax Planning Developments & Opportunities | |
| 16 | Webinar | AICPA | *Life Insurance Policy Reviews: What CPAs Need To Know | |
| 16 | Webinar | Advisor Stream | *Interview Style | |
| 18 | Bellevue, WA | NAPFA National | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| 22 | Nashville, TN | fi360 | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| 24 | Atlanta, GA | FPA Georgia | *Future of Financial Planning in the Digital Age | |
| 30 | San Francisco, CA | FPA NorCal | *Generating Tax Alpha with Effective Asset Location | |
| June | ||||
| 1 | Harrisburg, PA | FPA Central Pennsylvania | *Advanced Roth Conversion Strategies | |
| 5 | Columbia, MD | Private Event | *Safe Withdrawal Rates: Mechanics, Uses & Caveats | |
| 6 | Philadelphia, PA | PICPA | *Understanding DoL Fiduciary and the Best Interests Contract | |
| 7 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning | |
| 8 | Richmond, VA | FPA Central Virginia/Richmond | *Cutting Edge Tax Planning Developments & Opportunities | |
| 12 | Las Vegas, NV | AICPA Engage | *Future of Financial Planning in the Digital Age | |
| 21 | Syracuse, NY | FPA Central New York | *Understanding the Robo-Advisor Landscape and What They Truly Threaten | |
| 22 | Rochester, NY | FPA Rochester | *Expanding the Framework of Safe Withdrawal Rates | |
| 28 | Webinar | BAM Alliance | *To Roth Or Not To Roth | |
| 28 | Webinar | AICPA | *Evaluating Existing Variable Annuities: What Every Advisor Needs to Know | |
| July | ||||
| 7 | Webinar | Council of Financial Planners (COFP) | *Interview Style | |
| 18 | Webinar | Think2Perform | *Five Industry Trends Reshaping Financial Advice | |
| 19 | Webinar | NAPFA Genesis | *Interview Style – Ask Me Anything | |
| 19 | Webinar | AICPA | *Taking a Fresh Look at Reverse Mortgages | |
| August | ||||
| 16 | Oakbrook, IL | IMCA | *CPWA Training on Retirement Planning | |
| 17 | Webinar | Telarray | *New World of Social Security | |
| 20 | Mumbai, India | iFAST Corporation | *Why The End Of Commissions Is The Beginning Of A Real Advisory Business | |
| 23 | Sydney, Australia | Portfolio Construction Forum | *An In-Depth Look At Optimal Rebalancing Strategies | |
| September | ||||
| 13 | Malvern, PA | Private Event | *Future of Financial Planning in the Digital Age | |
| 20 | Webinar | BAM Alliance | *Estate Planning in 2017 & Beyond | |
| 26 | Scottsdale, AZ | eMoney Advisor | *Five Industry Trends Shaping Financial Advice | |
| 27 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning | |
| 28 | Scottsdale, AZ | Private Event | *Future of Financial Planning in the Digital Age | |
| October | ||||
| 4 | Nashville, TN | FPA National | *An In-Depth Look At Optimal Rebalancing Strategies | |
| 5 | Nashville, TN | LPL | *Interview Style | |
| 6 | Minneapolis, MN | Private Event | *Interview Style | |
| 11 | Charlotte, NC | Private Event | *Future of Financial Planning in the Digital Age | |
| 12 | Spokane, WA | FPA Spokane | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| 16 | Chicago, IL | IMCA Private Wealth Advisor Conference | *Generating Tax Alpha with Effective Asset Location | |
| 23 | St. Louis, MO | BAM Alliance | *Future of Financial Planning in the Digital Age | |
| 24 | Cleveland, OH | FPA NE Ohio | *Future of Financial Planning in the Digital Age | |
| November | ||||
| 1 | Northbrook, IL | FPA Illinois | *Advanced Roth Conversion Strategies | |
| 6 | Webinar | Private Event | *Rethinking Risk Tolerance for Retiring Clients | |
| 8 | Oakbrook, IL | IMCA | *CPWA Training on Retirement Planning | |
| 9 | Washington D.C. | TD Ameritrade | *Five Industry Trends Reshaping Financial Advice | |
| 15 | Chicago, IL | Charles Schwab | *Advanced Roth Conversion Strategies | |
| 20 | Webinar | Private Event | *Trusts as Beneficiaries of IRAs | |
| December | ||||
| 6 | Los Angeles, CA | IMCA | *CPWA Training on Retirement Planning | |
| 13 | Webinar | BAM Alliance | TBD | |
| January | ||||
| 17 | Kansas City, MO | FPA Kansas | TBD | |
| 26 | Vienna, VA | FPA National Capital Area | *Strategies For Managing Sequence Of Return Risk In Retirement | |
| February | ||||
| 8 | St. Louis, MO | FPA St. Louis | TBD | |
| March | ||||
| 21 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning | |
| 29 | Los Angeles, CA | CFA Institute Wealth Management | *Generating Tax Alpha with Effective Asset Location | |
| April | ||||
| 24 | Nashville, TN | The Investment Center, Inc. | TBD | |
| 26 | San Diego, CA | fi360 | TBD | |
| May | ||||
| 1 | Chicago, IL | Investment News | TBD | |
| 3 | Philadelphia, PA | Estate Planning Council of Philadelphia | TBD | |
| 9 | San Antonio, TX | FPA San Antonio | TBD | |
| 16 | Dallas, TX | FPA Dallas / Fort Worth | TBD | |
| 17 | Indianapolis, IN | FPA Greater Indiana | TBD | |
| June | ||||
| 28 | Brooklyn Center, MN | MNCPA | TBD | |
| July | ||||
| 18 | Webinar | NAPFA Genesis | *Interview Style | |
| September | ||||
| 26 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning | |
| October | ||||
| 9 | Minneapolis, MN | FPA Minnesota | TBD | |
