Conference Calendar
January 2025
58th Annual Heckerling Institute on Estate Planning
Financial Services Institute (FSI) OneVoice 2025
AICPA & CIMA Personal Financial Planning Summit 2025
Charlotte, NC
January 26-29, 2025
https://www.aicpa-cima.com/cpe-learning/conference/personal-financial-planning-summit
ABA Insurance Risk Management Forum 2025
Society of Financial Service Professionals (FSP) Institute 2025
February 2025
Elite Wealth Advisor Symposium
National Association of Personal Financial Advisors (NAPFA) Large Firm Forum 2025
Amelia Island, FL
February 10-12, 2025
https://www.napfa.org/conferences/napfa-large-firm-forum-2025
The MoneyShow Las Vegas 2025
Orion Ascent 2025
The Advyzon Conference
Kingdom Advisors - Redeeming Money 2025
March 2025
T3 Technology Conference 2025
2025 Alternatives in Wealth Management Forum
Dallas, TX
March 3-4, 2025
https://event.institutionalinvestor.com/event/9d674581-4fef-42c6-930f-fe2536cc5f84/summary
AdvisorHub RIA MasterClass
Exchange 2025
Global Financial Planning (GFP) Connect 2025
Horizons 2025
Coronado, CA
March 3-5, 2025
https://events.theamericancollege.edu/horizons/
Investment Adviser Compliance Conference 2025
FutureProof Citywide
IWI Experience 2025
Austin, TX
March 30 – April 2, 2025
https://investmentsandwealth.org/financial-advisor-conferences-events/experience/2025
Barron’s Independent Summit 2025
April 2025
ADISA 2025 Spring Conference
Invest in Women Conference
Envestnet Elevate
Las Vegas, NV
April 9-10, 2025
https://www.envestnet.com/event/elevate/
FPA Retreat
Tuscon, AZ
April 28-30, 2025
https://retreat.financialplanningassociation.org/
May 2025
The Exit Planning Summit 2025
Devoe Elevate 2025
Nashville, TN
May 7-9, 2025
https://www.devoeandcompany.com/elevate
Future Proof Retreat
Consensus 2025
MilMoneyCon 2025
NAPFA Spring 2025 National Conference
Phoenix, AZ
May 7-10, 2025
https://www.napfa.org/conferences/napfa-spring-2024-national-conference
FinovateSpring 2025
2025 FINRA Annual Conference
Washington, DC
May 13-15, 2025
https://www.finra.org/events-training/conferences-events/2024-finra-annual-conference
Finlocity Q4 Top RIA Forum
New Orleans, LA
May 21-33, 2025
https://www.finlocity.com/Q4%20Top%20RIA%20-%20ETS/Q4_RIA_ETS
June 2025
Pershing INSITE 2025
AICPA Engage 2025
Morningstar Investment Conference 2025
Jolt! 2025
Nashville, TN
June 9-11, 2025
https://joltconference.com/
Wealth Management EDGE
July 2025
ADISA 2025 Alts Research & Due Diligence Forum
August 2024
FPA NexGen Gathering 2025
LPL Focus 2025
September 2024
FutureProof Festival 2025
Huntington Beach, CA
September 7-10, 2025
https://futureproof.advisorcircle.com/festival/
RIA West Investment Forum 2025
Newport Beach, CA
September 9-10, 2025
https://event.institutionalinvestor.com/event/0be80cc8-02c3-492c-a76a-3b9b161d9c11/summary
Finnovate-Fall
New York, NY
September 8-10, 2025
https://informaconnect.com/finovatefall/
XYPN LIVE 2025
Austin, TX
September 25 – 27, 2025
https://live.xyplanningnetwork.com/
October 2024
CAIS Alternative Investment Summit
Fearless Investing Summit 2024
NAPFA Fall National Conference 2025
December 2025
The MarketCounsel Summit
TBD
December TBD, 2025
https://summit.marketcounsel.com/e/marketcounsel-summit-2024