Best Financial Advisor Conferences (2023/2024)

Financial Advisors Conferences 2023 - Overview

On one hand, it's great to have so many choices, but on the other hand, it can be a bit overwhelming to decide which ones to prioritize.

It's like being in a buffet with an array of delicious options, but having to choose just one. Do you go for the insights of the NAPFA or the  takeaways from the longest-serving FPA NorCal conference? The choices can be overwhelming, and the fear of missing out can leave you in a state of analysis paralysis.

Come along as we explore the best financial advisor conferences of 2023 and provide the details you need to decide which one is worth attending. 

Let’s dive in and see what’s on the menu.

Best Financial Advisor Conferences In April 2023

InvestmentNews Women Advisor Summit, 2023

Are you a woman seeking an empowering experience that will leave you feeling ready to take your financial advice career to the next level? Look no further than the InvestmentNews Women Advisor Summit! What's great about the in-person summit is that attendees get to hear from fellow women - experts in the field and also connect with other women who are facing similar challenges, particularly about career growth and practice management.

Who would benefit the most from attending this event?

Female financial advisors.

• When: April 19, 2023.

• Where: Chicago, IL

IWI ACE Academy 2023

The ACE Academy makes it a priority to go beyond theory. It sets the stage for an extraordinary experience that amalgamates the sharpest minds in academia and industry to curate an unparalleled event that blends theory with application. It promises to furnish attendees with a newfound appreciation for the intricate interplay of these crucial financial concepts.

Who would benefit the most from attending this event?

The 2023 edition offers advisors the perfect opportunity to dive deep into the complexities of investment, wealth management, retirement, and behavioral finance.

• When: April 30 - May 3, 2023.

• Where: San Diego, CA.

Best Financial Advisor Conferences In May 2023

FPA Retreat, 2023

Attention veteran advisors! The FPA Retreat is where you'll have the chance to connect with some of the most experienced and innovative financial planners in the industry for the ultimate opportunity to expand your network, learn new skills, and reignite your passion for the profession.

Who would benefit the most from attending this event?

Experienced advisors looking for a conference where they can exchange ideas, challenge one another's thinking, and push the boundaries of what's possible in this dynamic field.

• When: May 1- 4, 2023.

• Where: Bonita Springs, FL.

• Keynote speaker: Meghaan Lurtz.

• Topic: Fine to Flourish – Making Monitoring Meetings Fun Again.

Gladstone Annual M&A Conference 2023

Think of it as a coming together of the brightest minds in the RIA world. The 2023 annual conference will be an intimate and exclusive affair where RIA owners and leaders can mingle, bond, and connect while being immersed in intellectually stimulating sessions. It's not just about learning new business-building strategies, it's about getting an inside view of the trends and patterns shaping the RIA marketplace today. You'll hear from the most seasoned experts in the wealth management and wealth tech fields, and you'll walk away with newfound knowledge and insights that will give you a competitive edge.

Who would benefit the most from attending this event?

RIA owners and leaders.

• When: May 2 - 3, 2023.

• Where: Atlantic City, NJ.

The NAAIM Uncommon Knowledge National Conference 2023

For those seeking to connect and a chance to elevate their skills as investment managers, this is the event you've been waiting for. Here, you'll be surrounded by a diverse group of speakers and panelists, each with their unique insights and perspectives on trading techniques, risk management, and investment strategies. And with the latest technology and marketing tips on offer, you'll walk away with a comprehensive toolkit for running a successful practice.

Who would benefit the most from attending this event?

Investment managers.

• When: May 7 - 10, 2023.

• Where: Scottsdale, AZ.

NAPFA Spring National Conference

For fee-only financial advisors seeking to stay ahead of the curve, NAPFA's Spring National Conferences are an unmissable event. With a focus on education and networking, you'll have the opportunity to learn from other experienced professionals and expand your network of like-minded advisors. 

Who would benefit the most from attending this event?

Fee-only financial advisors.

• When: May 10 -13, 2023.

• Where: San Diego, CA.

FINRA Annual Conference 2023

For those looking to stay ahead of the curve when it comes to compliance and regulatory topics, FINRA's Annual Conference is a must-attend event. With a wide range of sessions covering everything from technology and cybersecurity to risk management and more, you'll have the opportunity to learn from experts in the field and connect with other industry professionals.

Who would benefit the most from attending this event?

Every financial advisor.

• When: May 16 -18, 2023.

• Where: Washington, DC.

• Speaker: Michael Kitces

• Topic: Five Industry Trends Reshaping Financial Advice

WealthStack 2023

At WealthStack, you'll have the opportunity to learn from and connect with some of the most innovative and forward-thinking professionals who have successfully optimized their operations through tech.

Who would benefit the most from attending this event?

Asset managers, Broker-dealers, Investment banks, Financial advisors, RIAs, etc.

• When: May 21 – 24, 2023.

• Where: Hollywood, FL.

51st Annual FPA NorCal Conference

The FPA NorCal conference may be billed as a regional event, but it's anything but small-scale. With an impressive lineup of nationally acclaimed speakers and an impressive offering of breakout sessions, attendees are sure to come away with valuable insights into both technical and practice management topics throughout this 2 days event. 

Who would benefit the most from attending this event?

Experienced professionals in the industry.

• When: May 30 – 31, 2023.

• Where: San Francisco, CA.

• Speakers include: Michael Kitces and Jeffrey Levine

Best Financial Advisor Conferences In June 2023

AICPA & CIMA Enage 2023

This event has been curated with meticulous attention to detail, ensuring that every attendee can find tailored content from the nine expertly curated learning tracks which include advanced accounting and audition; tax strategies for high-income individuals; advanced personal financial planning; advanced estate planning; tech, and so on. But the conference is more than just a place for learning - it also offers networking opportunities. ENGAGE provides a platform for you to meet and connect with like-minded professionals over four days of electrifying events. It's an opportunity to engage with the best minds in the business and forge connections that can propel your career to new heights.

Who would benefit the most from attending this event?

Experienced industry professionals who want to stay ahead of the curve and are willing to adapt and embrace change while ready to integrate new technologies.

• When: Jun 5-8

• Where: Las Vegas, NV

BNY Mellon Pershing’s INSITE 23

After over two decades, organizers are thrilled to announce the celebration of INSITE's 25th anniversary in sunny Orlando, Florida! This milestone event promises to be one for the books, with an exclusive first look at the latest and greatest digital products and services. Aside from an opportunity to learn and network, you can also earn CE credits by attending this conference.

• When: June 6 - 8, 2023.

• Where: Orlando, FL

FinancialPlanning INVEST 2023

It promises to be the ultimate conference for wealth management firms looking to leverage technology for enhanced advisor efficiency and better client interactions at FinancialPlanning INVEST 2023. On the agenda are a wide array of resources that will help decision-makers get an in-depth understanding of the latest advancements in digital tools and strategies, and how they can be effectively implemented to maximize business growth. From investment strategies to client management skills, it is going to be an immersive learning experience that will help you take your practice to the next level. Also, don't miss the opportunity to network with like-minded professionals and industry innovators, and gain valuable insights that will help you navigate change.

Who would benefit the most from attending this conference?

Decision-makers at wealth management firms.

• When: June 12 - 13, 2023.

• Where: New York, NY.

• Keynote speakers: Jason Wenk and Daniel Crosby.

MDRT Annual Meeting 2023

The MDRT Annual Meeting is a one-of-a-kind event that brings together the industry’s most successful minds from around the world in a dynamic and inspiring setting. Attendees will have the opportunity to learn from inspiring speakers, connect with peers from around the globe, and share their own insights and best practices. The focus is on growth and innovation, and the event promises to be a catalyst for new levels of success.

Who would benefit the most from attending this conference?

2023 MDRT members, 2023 MDRT Global Services members, 2023 MDRT Agency Manager Program members, 2023 MDRT Academy members, and 2023 MDRT Mentoring Program mentees.

• When: June 25 - 28, 2023.

• Where: Nashville, TN.

Best Financial Advisor Conferences In August 2023

LPL Focus Conference 2023

It's time to Focus! This is an “LPL flagship event” that provides a premiere experience that thousands of financial professionals look forward to every year. And why wouldn't they? Focus provides an unparalleled opportunity to learn from the best LPL executives in the business, share knowledge and insights with peers, and most importantly, grow both personally and professionally.

Who would benefit the most from attending this conference?

LPL Advisors.

• When: August 4 - 7, 2023.

• Where: San Diego, CA.
  

FPA NexGen Gathering 2023

Are you new to the world of financial planning and looking for an event that caters specifically to your needs? The FPA NexGen Gathering is one conference you shouldn't miss! Tailor-made for individuals who are either just entering the profession or have been in the industry for less than eight years, the FPA NexGen Gathering, provides the opportunity to engage in thought-provoking conversations with your peers, industry experts, and earn valuable CFP CE credits that will help you stay on top of your game. 

Who would benefit the most from attending this conference?

New financial advisors or those with less than eight years of experience in the industry.

• When: August 22 - 24, 2023.

• Where: Denver, Co.

Best Financial Advisor Conferences In September 2023

Carson Excell 2023

Another advisor conference bullied for Nashville, the Carson Excell 2023 conference will have everything that it's known for in the industry. From “big-name speakers to transformational breakout sessions,” covering a wide range of topics including marketing and growth strategies to unlock your firm's full potential and achieve the success you name it! But that's not all - what truly sets Excell apart is its supportive advisor community. This is your chance to connect with like-minded individuals who share your passion for excellence and are committed to the industry and business.

Who would benefit the most from attending this conference?

Advisors who want to transition from practice to business.

• When: September 12 - 14, 2023.

• Where: Nashville, TN.

FPA Annual Conference 2023

The Financial Planning Association Annual Conference is one of the largest and most well-known financial advisor conferences in the world. At this conference, you'll have the opportunity to connect with thousands of financial advisors from around the world, all eager to share their knowledge and insights. With a wide range of sessions and events, there's something for everyone - whether you're a seasoned professional or just starting in the industry, this is your chance to learn from the best and feel inspired, informed, and empowered to move your practice forward.

Who would benefit the most from attending this conference?

Anyone in the industry.

• When: September 27 - 29, 2023.

• Where: Phoenix, AZ.

RTS Next Level Tax Summit 2023

This is both an in-person and virtual conference for advisors to have access to the latest tax planning insights and best practices from the best leaders in the sector, as well as the opportunity to connect with other advisors and thought leaders in the industry.

Who would benefit the most from attending this conference?

Financial advisors with a keen interest in tax planning.

• When: September 27 - 29, 2023.

• Where: Las Vegas, NV.

Best Financial Advisor Conferences In October 2023

Women In Insurance & Financial Services (WIFS) National Conference

At this event, women insurance and financial services professionals will have the opportunity to learn from experts in the field, share their experiences with other women in the industry, and gain valuable insights and strategies to help them succeed and thrive in the financial planning industry. 

Who would benefit the most from attending this conference?

Women in insurance and financial services.

• When: October 4 - 6, 2023.

• Where: San Diego, CA.

Nebraska Wealth Management Conference 2023

A top-notch educational gathering for Wealth Management Professionals, where you will hear from distinguished keynote speakers of national repute. This gathering promises to offer opportunities for continuing education credit for CFAs and others.

Who would benefit the most from attending this conference?

CFA, CFP®, CIMA, CLE (Legal), CPE (Accounting), Nebraska & Iowa Insurance, and PACE.

• When: October 6, 2023.

• Where: Omaha, NE.

NAPFA Fall National Conference 2023

This conference hosted by NAPFA caters to financial advisors who operate on a fee-only basis and attracts over 400 professionals and 60 exhibitors. In addition to the learning opportunities, it is also a chance to build connections with other financial experts who share similar values and goals.

Who would benefit the most from attending this conference?

Fee-based financial advisors.

• When: October 18 - 21, 2023.

• Where: Louisville, KY.

Schwab IMPACT 2023

This much-anticipated event is being hailed as an "unforgettable IMPACT" that brings together the entire RIA industry for networking, idea-sharing, inspiration, and entertainment.

Who would benefit the most from attending this conference?

Professionals in the RIA industry.

• When: October 24 - 26, 2023.

• Where: Philadelphia, PA.

Best Financial Advisor Conferences In November 2023

FPA Of Minnesota ASCEND Conference

ASCEND conference has a national reputation for delivering outstanding value and substantial, valuable content. The conference features prominent speakers, trend-led presentations, opportunities to network and connect with conference partners, as well as the chance to earn CE Credits.

Who would benefit the most from attending this conference?

CFP™, MN, WI Insurance, CIMA, NASBA, and CLE.

• When: November 7 - 8, 2023.

• Where: Minneapolis, MN.

• Keynote speaker: Jeffrey Levine

60th Annual NAEPC Advanced Estate Planning Strategies Conference

The 60th edition of the Advanced Estate Planning Strategies Conference organized by NAEPC is set to take place, along with post-conference sessions aimed specifically at council leaders. On the lineup are esteemed speakers of national acclaim who will be presenting advanced topics of relevance to allied professionals, as well as opportunities for participants to establish cross-disciplinary connections and collaborate on innovative concepts and trends. 

Who would benefit the most from attending this conference?

Estate planning professionals, including both members and non-members of estate planning councils.

• When: November 12 - 16, 2023.

• Where: Fort Lauderdale, FL.

Best Financial Advisor Conferences In November/December 2023

Barron’s Women Summit 2023

This summit gathers the most outstanding minds to foster an open exchange of information, ideas, and insights from accomplished women advisors. The summit aims to elevate the standards of excellence in the wealth management profession. 

Who would benefit the most from attending this conference?

Estate planning professionals, including both members and non-members of estate planning councils.

• When: November 29 - December 1, 2023.

• Where: Palm Beach, FL.

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