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.