Events

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!

 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. 

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.

This year, the INSITE agenda is filled with interactive sessions designed to keep you engaged and energized.  Join Andrew Town during his panel presentation discussing how to "Redefine Your Future with Strategic Business Consulting." Prepare to enhance your skills, broaden your network, and explore the future of the wealth management industry.

Our esteemed colleague, Kem Taylor, CBEC®, will be delivering a presentation on Succession Planning for advisors at FPA New England. This chapter is dedicated to promoting the importance of financial planning and advancing the profession throughout New England.