Conference Calendar

January

January 2027

61st Annual Heckerling Institute on Estate Planning

Orlando, FL

January 11-15, 2027

https://www.law.miami.edu/heckerling

ABA Insurance Risk Management Forum 2027

Austin, TX

January 24-27, 2027

www.aba.com

AICPA & CIMA Personal Financial Planning Summit 2027

Nashville, TN

January 25-27, 2027

https://www.aicpa-cima.com/cpe-learning/conference/personal-financial-planning-symposium

February

February 2027

The Estate Planning Conference 2027

Scottsdale, AZ

February 1-3, 2027

https://www.wealth.com/estatecon

Financial Services Institute (FSI) OneVoice 2027

Tampa, FL

February 1-3, 2027

https://financialservices.org

Society of Financial Service Professionals (FSP) Institute 2027

Nashville, TN

February 7-10, 2027

https://institute.naifa.org/2027

The Advyzon Conference 2027

Dallas, TX

February 24-26, 2027

https://www.advyzon.com/event/

Orion Ascent 2027

Orlando, FL

February 22-24, 2027

https://orion.com/ascent

iConnections Global Alts Miami 2027

Miami Beach Convention Center

Miami, FL

February 22-25, 2027

www.iconnections.io/global-alts-miami/

The MoneyShow Las Vegas 2027

Las Vegas, NV

February 22-24, 2027

www.moneyshow.com

Kingdom Advisors - Redeeming Money 2027

Orlando, FL

February 23-25, 2027

https://kingdomadvisors.com/events/conference

FPA DFW Conference 2027

TBD

https://www.financialplanningassociation.org/learning/events

FPA National Capital Area Smarter Planner Symposium 2027

TBD

https://www.financialplanningassociation.org/learning/events

March

March 2027

RIA Edge Nashville 2027

Four Seasons Hotel

Nashville, TN

March 2-3, 2027

https://informaconnect.com/ria-edge-nashville/

2027 MMI Summit

Tampa, FL

March 3-5, 2027

https://www.mminst.org/event/2027-mmi-summit

Barron’s Independent Summit 2027

Orlando, FL

March 8-10, 2027

www.barrons.com/advisor/summits/all/independent

FactRight 2027 RIA Spring Due Diligence Conference

The Westin Kierland Resort & Spa

Scottsdale, AZ

March 10-12, 2027

www.factright.com/events/

Immersion 2027

Irving, TX

March 9-11, 2027

www.the-immersion.com/

Leaders and Managers Program (LAMP) 2027

Washington, DC

March 9-12, 2027

https://www.finseca.org/lamp/

Invest in Women Conference 2027

Charlotte, NC

March 29-31, 2027

https://www.fa-mag.com/conferences/iiw2027

FutureProof Citywide 2027

Miami Beach, FL

March 14-17, 2027

www.futureproofhq.com/citywide/

T3 Technology Conference 2027

Las Vegas, NV

March 22-25, 2027

https://t3conferences.com/register/

iCapital Connect 2027

TBD

https://icapital.com/events/

Investment Adviser Compliance Conference 2027

TBD

www.investmentadviser.org/events/compliance-conference/

AdvisorHub RIA MasterClass 2027

TBD

https://www.advisorhub.events/ria-masterclass

Exchange 2027

TBD

Exchange

April

April 2027

GTE Wealth Forum XXIX

Las Vegas, NV

April 4-7, 2027

https://globaltrendevents.com/next-event

ADISA 2027 Spring Conference

Arlington, TX

April 12-14, 2027

https://www.adisa.org/events/

GFP Connect 2027

Lisbon, Portugal

April 18-20, 2027

https://www.gfp.institute/gfp-connect

Barron's Teams Summit 2027

Las Vegas, NV

April 19-21, 2027

https://www.barrons.com/advisor/summits/all/teams

MilMoneyCon 2027

Salt Lake City, UT

April 21-23, 2027

https://milmoneycon.com/

2027 IRI Annual Conference

Orlando, FL

April 27-29, 2027

www.iriconference.com

FPA Shift 2027

TBD

https://shift.financialplanningassociation.org/

2027 Alternatives in Wealth Management Forum

TBD

https://www.institutionalinvestor.com/events

May

May 2027

The Exit Planning Summit 2027

San Diego, CA

May 2-4, 2027

https://exitplanningsummit.com/

NAAIM Uncommon Knowledge 2027

Scottsdale, AZ

May 2-5, 2027

www.https://naaim.org/events/uncommon-knowledge-national-conference/

FinovateSpring 2027

San Diego, CA

May 3-5, 2027

www.informaconnect.com/finovatespring/

Horizons 2027

San Antonio, TX

May 3-5, 2027

https://events.theamericancollege.edu/horizons/

National Association of Personal Financial Advisors (NAPFA) 2027 Spring National Conference

San Diego, CA

May 5-8, 2027

https://www.napfa.org/community/future-conferences

NAPFA Spring 2027 National Conference

San Diego, CA

May 5-8, 2027

https://www.napfa.org/community/future-conferences

Consensus 2027

Miami, FL

May 4-6, 2027

https://consensus.coindesk.com/

Devoe Elevate 2027

Scottsdale, AZ

May 11-13, 2027

https://www.devoeandcompany.com/elevate

2027 FINRA Annual Conference

Washington, DC

May 11-13, 2027

https://www.finra.org/events-training/conferences-events/2027-annual-conference

Visionaries Advanced Planning Retreat 2027

TBD

https://www.visiwealth.org/

Finlocity Q4 Top RIA Forum 2027

TBD

https://www.finlocity.com/q4ria-save-the-date

FPA NorCal Conference 2027

TBD

www.fpanorcal.org

June

June 2027

LPL Focus 2027 - Nashville

Nashville, TN

June 6-9, 2027

https://www.lpl.com/focus

AICPA Engage 2027

Las Vegas, NV

June 7-10, 2027

https://www.aicpa-cimaengage.com/

BNY INSITE 2027

National Harbor, MD

June 7-10, 2027

https://www.bny.com/

Wealth Management EDGE 2027

Boca Raton, FL

June 8-10, 2027

https://informaconnect.com/edge/

NIRI Annual Conference 2027

Orlando, FL

June 13-15, 2027

www.niri.org/niri2027

2027 ADISA Due Diligence Featuring TNDDA

San Francisco, CA

June 14-16, 2027

www.adisa.org/events

CEO Roundtable 2027

Washington, DC

June 15-16, 2027

https://register.institutionalinvestor.com/ceo-roundtable-2027

Morningstar Investment Conference 2027

Chicago, IL

June 16-17, 2027

www.morningstar.com

July

July 2027

Garrett Planning Network Retreat 2027

TBD

www.garrettplanningnetwork.com/about/

August

August 2027

SWAY LIVE 2027

Cleveland, OH

August 1-3, 2027

https://swaylive.sherifitts.com/SWAYLIVE27

LPL Focus 2027 - Boston

Boston, MA

August 8-11, 2027

https://www.lpl.com/focus

FPA NexGen Gathering 2027

Portland, OR

August 24-26, 2027

https://gathering.financialplanningassociation.org/

FactRight 2027 Annual Due Diligence Conference

Manchester Grand Hyatt

San Diego, CA

August 30 – September 1, 2027

www.factright.com/events/

September

September 2027

Finnovate Fall 2027

New York, NY

September 13-15, 2027

https://informaconnect.com/finovatefall/

XYPN LIVE 2027

Seattle, WA

September 21-23, 2027

https://live.xyplanningnetwork.com/

FutureProof Festival 2027

TBD

www.futureproofhq.com/festival/

Insider's Forum 2027

TBD

https://www.insidersforum.com/

The Summit 2027: Tax Planning & Practice Management

TBD

https://go.retirementtaxservices.com/thesummit

October

October 2026

CFA Institute Private Wealth Leadership Forum 2026

Dallas, TX

Oct 1-2, 2026

https://www.cfainstitute.org/

2026 ADISA Annual Conference & Trade Show

Las Vegas, NV

October 5-7, 2026

https://www.adisa.org/events/2026-annual-conference-trade-show

CFP Board Connections Conference 2026

Las Vegas, NV

October 5-7, 2026

https://www.cfp.net/events/2026/10/connections-conference

2026 MMI Annual Conference

Boston, MA

October 7-9, 2026

https://www.mminst.org/event/2026-mmi-annual-conference

CAIS Alternative Investment Summit 2026

Beverly Hills, CA

October 12-15, 2026

www.caisgroup.com/events/cais-summit

Orchard Securities 1031 Educational Summit 2026

The Grand America

Salt Lake City, UT

October 14-16, 2026

https://www.eventcreate.com/e/orchard1031summit

NAPFA Fall National Conference 2026

Atlanta, GA

October 14-17, 2026

https://www.napfa.org/community/future-conferences

Q4 Finnovation Forum 2026

Dallas, TX

October 21-23, 2026

https://www.finlocity.com/q4-finnovation-forum

Tiburon CEO Summit LI 2027

Boston, MA

October 19-21, 2027

https://www.finlocity.com/q4-finnovation-forum

Schwab IMPACT 2026

Boston, MA

October 27-29, 2026

http://impact.schwab.com/

LPL Focus 2027 - San Diego

San Diego, CA

October 24-27, 2027

https://www.lpl.com/focus

Fearless Investing Summit 2027

Palm Springs, CA

October 13-15, 2027

www.nitrogenwealth.com/fearless-2027/

November

November 2026

30th Annual GIPS® Standards Conference

Loews Philadelphia Hotel, PA

November 10-11, 2026

https://www.cfainstitute.org/insights/events

IWI Experience 2026 - Session 2

Scottsdale, AZ

November 16-17, 2026

https://experience.investmentsandwealth.org/

December

December 2026

GTE Wealth Forum XXVIII

The Ritz-Carlton

New Orleans, LA

December 6-9, 2026