Conference Calendar
January 2026
60th Annual Heckerling Institute on Estate Planning
GFP Connect 2026
AICPA & CIMA Personal Financial Planning Summit 2026
San Diego, CA
January 21-23, 2026
https://www.aicpa-cima.com/cpe-learning/conference/personal-financial-planning-symposium
ABA Insurance Risk Management Forum 2026
The Advyzon Conference 2026
The Estate Planning Conference 2026
February 2026
National Association of Personal Financial Advisors (NAPFA) Large Firm Forum 2026
Financial Services Institute (FSI) OneVoice 2026
Elite Wealth Advisor Symposium 2026
Kingdom Advisors - Redeeming Money 2026
FPA National Capital Area Smarter Planner Symposium 2026
FPA DFW Conference 2026
Irving, TX
February 19, 2026
https://www.financialplanningassociation.org/event/2026-fpa-dfw-conference
Orion Ascent 2026
Society of Financial Service Professionals (FSP) Institute 2026
Orlando, FL
February 17-20, 2026
https://institute.naifa.org/2026
Fearless Investing Summit 2026
The MoneyShow Las Vegas 2026
March 2026
FutureProof Citywide 2026
T3 Technology Conference 2026
AdvisorHub RIA MasterClass 2026
Immersion2026
Exchange 2026
2026 MMI Summit
Investment Adviser Compliance Conference 2026
Leaders and Managers Program (LAMP) 2026
Barron’s Independent Summit 2026
ADISA 2026 Spring Conference
April 2026
2026 Alternatives in Wealth Management Forum
The Exit Planning Summit 2026
IWI Experience 2026 - Session 1
Envestnet Elevate 2026
Phoenix, AZ
May 19-20, 2026
https://www.envestnet.com/event/elevate/
Barron's Teams Summit 2026
FPA Shift 2026
Tiburon CEO Summit 2026
Invest in Women Conference 2026
NAAIM Uncommon Knowledge 2026
May 2026
Horizons 2026
NAPFA Spring 2026 National Conference
Devoe Elevate 2026
Austin, TX
May 6-8, 2026
https://www.devoeandcompany.com/elevate
Consensus 2026
MilMoneyCon 2026
CFA Institute LIVE 2026
FinovateSpring 2026
2026 FINRA Annual Conference
Washington, DC
May 12-14, 2026
https://www.finra.org/events-training/conferences-events/2026-annual-conference
Visionaries Advanced Planning Retreat 2026
Finlocity Q4 Top RIA Forum
Envestnet Elevate 2026
Advanced Markets 2026
FPA NorCal Conference 2026
June 2026
AICPA Engage 2026
Wealth Management EDGE 2026
Morningstar Investment Conference 2026
ADISA 2026 Due Diligence Forum
Pershing INSITE 2026
Jolt! 2026
TBA
TBA
https://joltconference.com/
July 2026
Garrett Planning Network Retreat 2026
Minneapolis, MN
July 30 – August 1, 2026
www.garrettplanningnetwork.com/about/2026-annual-garrett-retreat/
August 2026
FPA NexGen Gathering 2026
SWAY LIVE 2026
LPL Focus 2026
September 2026
Finnovate Fall 2026
New York, NY
September 9-11, 2026
https://informaconnect.com/finovatefall/
FutureProof Festival 2026
Huntington Beach, CA
September 14-17, 2026
https://futureproof.advisorcircle.com/festival/
Insider's Forum 2026
The Summit 2026: Tax Planning & Practice Management
2026 Alternatives in Wealth
XYPN LIVE 2026
San Diego, CA
September 29 – October 1, 2026
https://live.xyplanningnetwork.com/
October 2026
2026 ADISA Annual Conference & Trade Show
CFP Board Connections Conference 2026
2026 MMI Annual Conference
CAIS Alternative Investment Summit 2026
NAPFA Fall National Conference 2026
Q4 Finnovation Forum 2026
November 2026
Schwab IMPACT 2026
IWI Experience 2026 - Session 2
Scottsdale, AZ
November 16-17, 2025
https://experience.investmentsandwealth.org/
December 2025
The MarketCounsel Summit
TBD
December TBD, 2025
https://summit.marketcounsel.com/e/marketcounsel-summit-2024