One needs only to speak with past attendees for a few moments to recognize that they view FPA Retreat as a genuinely unique experience in the world of professional events. The secret, they say, is deeper than the session content or the location, and lies in its spirit. The story began in the perfectly imperfect incubator environment of a college campus, with companions carrying on animated deliberations far into the night. The essence of these informal discussions drove an evolution…Find out more »
A comprehensive directory of upcoming events and conferences for financial advisors, planners and wealth managers.
Your premier source of business contacts, deal flow, and knowledge, the 2018 ScaleUp Summit hosts the newsmakers and thought leaders who make this a Don’t Miss conference. Your participation in everything the Summit offers will help you out-learn and out-think the competition in the fields of leadership, strategy, marketing, sales, operations and finance. Join leaders from Fastest Growing Companies, along with hundreds of CEOs and the executive team members of leading mid-market firms ($5 million to $500 million), for two…Find out more »
Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering. This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting. We welcome all members of the financial planning community to join the conversation and experience the pulse, passion and vision of the next…Find out more »
First launched in 1987, AdvisorCon (formerly Users Conference) is the oldest and longest-running conference for financial advisors in North America. It’s also the only conference dedicated specifically to helping advisors grow. Every year, we bring in some of the industry’s top producers to show you what’s working now in financial marketing. You’ll learn the specific strategies, methods, and ideas they use to bring in millions in new AUM every year – and how you can do it, too!Find out more »
Learn from some of the best in the business. From keynote speakers to panelists, our roster of industry heavyweights are here to share their hard-earned wisdom with you. XYPN LIVE is your chance to connect with like-minded financial advisors, get inspired, and leave with a shot of adrenaline to boost your business. Discover cutting-edge technology. Love it or hate it, technology is crucial for running a successful RIA. To encourage innovation of business-to-business solutions in our industry, we host an annual FinTech…Find out more »
Join the Movement that’s Helping Thousands Reach Millions with a Positive Money Message On September 26-29, 2018, an energetic community of money media nerds will descend on Orlando, FL for a time of connecting and learning. FinCon is for personal finance and investing digital influencers - and their fans, too! At the annual event each Fall, attendees connect with others in the community, learn to create, promote, and profit from compelling online content, and discover new trends in personal finance…Find out more »
Noon – 6pm, with cocktails and networking to follow Speaker, panel, and breakout session topics to include: Prexit & Protocol Issues Investing in Turbulent Markets FinTech Solutions for Challenging Times Delivering Security & Compliance Through FinTech Transitioning Your Book in a Post-Protocol Era Socially Responsible Investing for the Millennial Investor 2017 HIGHLIGHTSFind out more »