Skip to content

All Events

May 8 - May 11, 2024

NAPFA Spring

Event

Marcus Hagood

Mallory Boutin, MBA

Dive into a comprehensive educational experience that covers a wide range of planning topics, offering in-depth insights into the latest industry and regulatory trends. Develop a deeper understanding of NAPFA and its unwavering commitment to advocating for consumer protection and fiduciary standards. Expand your knowledge by engaging with the expertise of prominent figures in financial planning, economics, and investments.

May 6 - May 9, 2024

SFA

Event

Andrew Town

Seth Davis

 This industry event offers a great opportunity to connect with advisors and firm leaders, boosting your brand's visibility. Showcase your latest products and services to make a lasting impression. SFA offers shared services to a group of companies committed to empowering independent financial advisors. 

May 6 - May 8, 2024

Axos Evlove

Event

Scott Leak, CFP®, CEPA®

The all-new EVOLVE event, a gathering that brings together professionals from the RIA industry in a stunning, distraction-free setting. This exciting new event is designed to showcase the best of the RIA industry and will feature 100-150 RIA advisors from across the country. It's a unique opportunity to connect with industry leaders, explore new ideas, and forge valuable connections in a focused and inspiring environment. Come join us there!

April 24 - April 26, 2024

Integrated Advisor Summit

Event

Marcus Hagood

David Ambrico 

Join us in New Orleans this spring for another vibrant event! This year's gathering offers advisors and sponsors exceptional chances to network, establish connections, and spur growth. Integrated Advisors Network fosters a culture of inclusion and success centered around family, joy, and accountability. This will be the the 6th Annual Integrated Advisors Summit, set to take place in historic New Orleans, Louisiana. We hope to see you there!

M&A: The Framework for a Successful Transition & Inte

Webinar

Scott Leak, CFP® - Director of Business Development & Senior Consultant
James Fisher, JD - Partner, VP of Mergers & Acquisitions
Eric Leeper, CFA - Partner, CFO
Liv Olson, ACC - Founder of Liv Olson Consulting & Executive Coach

February 4 - February 7, 2024

Kestra Ascend 2024

Event

Scott Leak, CFP®, CEPA®

David Ambrico

Acquire valuable perspectives from exceptional speakers and industry experts delivering practical and educational content. Enhance connections with peer financial professionals within the Kestra Holdings ecosystem and interact with Kestra leadership to foster relationships and exchange ideas.

Join Our Email List

Get more #FPInsights delivered straight to your inbox.