Events

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.

We've partnered with NAPFA to offer Members an exclusively structured and priced FP Transitions Equity Management Solutions®️ program. Our mission is to transform practices into thriving businesses through concierge consulting in areas of compensation design, entity structure, succession planning, growth consulting and more. Make sure to stop by Booth for a one-on-one consultation!