Events
October 18 - October 21, 2023
NAPFA Fall Conference
Event
Marcus Hagood
Mallory Boutin, MBA
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!
October 24 - October 26, 2023
IMPACT®2023
Event
Seth Davis
David Ambrico
Greg Drozdow
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.
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!