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All Events

February 3 - February 6, 2025

Orion Ascent

Event

Scott Leak, CFP®, CEPA®

Elise Rogers

Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will come together to tackle these challenges head-on. Experience in-depth sessions, hear compelling success stories from advisors like you, gain actionable insights, and come home to your community — to connect, spur growth, and most importantly, have a blast.

Scott will be giving a presentation on Insights for Every Advisory Firm: Unlocking Data-Driven Success. Come join us Tuesday, Feb. 4th, 1:00 – 1:40 PM for his session. 

 

February 4 - February 7, 2025

Kestra Ascend

Event

Andrew Town 

Leslie Smith

Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. The theme for this year’s conference is Beyond the Horizon. Kestra will continue to deliver outstanding speakers, high-quality content, and thought-provoking sessions that will empower our community of high-performing advisory firms to evolve, navigate challenges, and unlock their full potential.

March 12 - March 14, 2025

Barron's Advisor Independent Summit

Event

Eric Leeper, CFP

Gaia Borgias

The Barron’s Advisor Independent Summit is an exclusive annual gathering of the nation’s top RIA and independent advisors—a community of industry trailblazers shaping the future of financial advice. This invitation-only event offers a unique opportunity for advisors to exchange ideas with peers who understand the challenges and opportunities unique to an independent practice.

March 16 - March 19, 2025

Future Proof Citywide

Event

James Fisher, JD

Leslie Smith

Seth Davis

 

Join us and thousands of RIAs, financial advisors, family offices, institutional LPs, UHNW investors, wealth management executives, GPs, asset managers, PE, VC, fintechs, and media for a transformative four-day, citywide experience. 

September 7 - September 10, 2025

Future Proof Festival

Event

Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.

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