Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2025-2026
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: 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.
July 2025
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.
August 2025
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.
Built for LPL advisors, LPL Focus is designed to provide a robust slate of educational and networking offerings. Attendees will enjoy industry-driven sessions elevated by the extensive knowledge and experience of LPL executives, industry leaders, and dynamic guest speakers. The event provides a wide range of business-optimizing content, ample time to reconnect with established contacts, and opportunities to build new industry connections.
Tech Conne(k)ted is a new and unique event designed to showcase and match disruptive and innovative retirement technology-based product providers with buyers, buying influencers, and decision makers. Each interaction at this event is designed to encourage on-site demonstrations of Tech Sponsor tools, capabilities, and resources.
The symposium includes opportunities for industry networking, professional development, continuing education, and skill-building, all while supporting and promoting the profession of financial planning.
*TBD
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.
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.
September 2025
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.
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.
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.
*Trends In Advisor Technology: The Latest From Kitces Research
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.
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.
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.
This event serves as a gathering ground for top-tier financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future. Regardless of whether attendees are established B/AA Financial Advisors or just starting out in the profession, this conference offers a dynamic platform to elevate their expertise, broaden their professional network, and stay at the forefront of industry trends.
The MQ Gathering is a unique, conversation-driven event designed to connect attendees with the collective wisdom of the Money Quotient community and all who attend. Through facilitated group discussions and hands-on exercises, participants will get fresh insights, innovative ideas, and actionable strategies to elevate their practices. The MQ Gathering is more than just an event – it’s an opportunity to collaborate, learn, and grow alongside like-minded professionals who share a commitment to financial life planning.
The Evolve Conference is designed to help advisors grow their financial planning business with insights on leadership, time management, and emotional intelligence. Attendees can gain strategies to increase client recruitment, strengthen client retention, and improve decision making under pressure during skills-building breakout presentations and network with peers focused on behavioral financial advice.
This year's symposium will include speakers on tax planning, CFP ethics, and more followed by a cocktail reception to allow for plenty of networking opportunities.
*TBD
This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management.
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.
This two-day high-impact workshop offers a chance to share best practices and solve pressing challenges as a mid-sized firm. This focused conference offers a unique opportunity for partners and decision makers to collaborate and foster meaningful peer exchange on key practice management topics: growth and scale, tech stack optimization, succession planning, tax planning and business development. Designed for depth and engagement, the boardroom combines collaborative roundtable-style breakouts with expert-led presentations. Breakouts foster peer-to-peer knowledge sharing, while sessions feature industry leaders offering actionable insights. This event is exclusively sponsored by Optas Capital – which means no third-party vendors or big-name sponsors.
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.
This annual conference conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. No matter where advisors are in their careers or how they practice, they will find stimulating content and relevant sessions.
*TBD
FPA of Wisconsin's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Wisconsin. This year's event includes speakers on practice management, client communication, retirement planning, and more.
*Rethinking Monte Carl0 Results for Better Client Conversations
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.
*TBD
October 2025
The CFP Board Connections Conference is the first event of its kind, convening all segments of the financial planning profession with special programming geared to specific communities. It continues the traditions and combines the best features of CFP Board's Academic Research Colloquium, Diversity Summit, Firms Summit and Registered Programs Conference, including opportunities for CFP professionals to earn CE credit.
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.
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.
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.
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.
This invite-only event in Austin hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
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 compliance and regulation.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
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.
*The Four Factors That Really Drive Advicer Productivity
The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.
This annual event will cover a range of key technical and practice management topics for advisors.
*TBD
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 4th Q4 BD Exec Forum is an exclusive opportunity for senior Broker/Dealer Executives to network with peers and solution providers from leading investment institutions, insurance carriers, and FinTech companies. During this 2 ½ day event, participants will engage in roundtable discussions, listen to thought-provoking keynote speakers, and take part in personalized, one-on-one meetings. The Forum also offers various networking opportunities, such as cocktail receptions and dinners.
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.
FPA of Charlotte's Annual Symposium offers informative content for advisors at any point in their careers. This year's Symposium includes roundtable discussions, networking opportunities and sessions offering up to eight hours of CE credit.
*TBD
This event is built for leaders ready to take their business to the next level. This experience is designed to help you sharpen your perspective on what growth looks like for you, your firm, and the clients you serve. If you’re leading a firm, building something new, or ready to think differently about what’s possible, this is where those conversations happen.
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. Early bird pricing is available.
*Fireside Chat
The FPA of the Triangle hosts an annual symposium in Raleigh that is geared towards financial advisors, students, aspiring financial planners, and those in associated professions. The symposium is an all-day event full of networking, learning, and more. The theme for 2025 is "The Evolved Advisor", and will include a wide variety of sessions with topics including behavioral finance, digital assets, P&C insurance trends, and communicating with clients.
November 2025
At PLANADVISER 360, attendees will gain the insights and resources needed to aid them in keeping themselves and their retirement plan advisory practices relevant. Attendees will hear from industry leaders on tackling the most pressing challenges in retirement and participant services today and have opportunities to connect and network with peers in retirement, wealth, and insurance. The conference offers experienced advisers, junior staff and support staff at advisory firms a chance to network, learn, and explore innovations.
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.
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.
*TBD
The annual Strategy Forum is where successful investment and wealth practitioners converge alongside esteemed industry speakers, giving attendees the strategies to differentiate themselves from the sea of other financial advisors.
December 2025
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.
This invite-only event in Sarasota hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
January 2026
The 60th 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.
The 2026 PFP Symposium is where top CPA financial planners and other professional financial planners gather to elevate their expertise. Join industry thought leaders for deep discussions on both advanced technical and insightful soft topics. Explore the latest strategies to solve your client's challenging issues and beyond — navigating leadership, succession, client relationships, business growth, and work-life balance. From dynamic discussions to networking over meals and receptions, the PFP Symposium is designed to be an immersive experience designed to help you thrive in today’s evolving financial landscape.
Attendees will join the industry’s brightest minds and emerging voices in estate planning and beyond for a three-day experience designed to spark bold ideas, create meaningful connections, and accelerate their practices. This event will blend visionary keynotes, breakout discussions, and refreshing experiences designed to challenge and recharge.
February 2026
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.
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.
The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.
*TBD
The Fearless Investing Summit is the intersection of wealth technology, investing innovation, and cutting-edge financial strategies, curated exclusively for financial professionals. Attendees can network with 1,000+ investment professionals from all over the country and discover the latest developments in financial advice and technology. The Fearless Investing Summit is Nitrogen’s annual conference, empowering financial advisors to network, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
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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 2026
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.
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.
Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.
The Barron’s Independent Summit is a gathering of self-made leaders, offering content designed to highlight the best practices and specific needs of independent advisors as well as a unique opportunity to interface and network with the peers who best understand their businesses.
April 2026
Barron’s Teams Summit gives advisors and their teams the tools to raise the bar for service and improve client outcomes. This event brings together advisory teams for 3 days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management, and share innovations in wealth management.
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.
May 2026
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.
Visionaries is an exclusive advanced planning retreat for 25 of the most forward-thinking professionals in financial services who are focused on deep learning and making deeper connections. The agenda for the event covers the overarching topical themes that are most relevant and important for Directors of Financial Planning, Heads of Wealth Management, and Senior Wealth Advisors, but the specific topics that will be covered in each session will be based on direct feedback from each attendee ahead of time - creating a one-of-a-kind learning experience that is truly tailored to what matters most to each participant. At Visionaries, exclusivity isn’t just about who’s in the room—it’s about ensuring that every conversation, session, and experience is highly relevant and impactful.
June 2026
July 2026
August 2026
September 2026
October 2026
November 2026
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.
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