If you’re a financial advisor or planner looking ahead to make 2024 travel arrangements, annual conferences may already be on your radar. Although many don’t announce exact dates and locations until eight to 12 months in advance, organizing your schedule around financial advisor conferences can be worthwhile. 

Upcoming conferences cover everything from estate planning to wealth management, have a wide diversity of offerings, and are available in a host of formats: in person, online, and hybrid. However, you don’t have to attend every conference event. Choose the menu offerings that are most important to your needs.

Key Takeaways

  • Early bird specials or discounts are often available if payment is made in advance.
  • Upgrade offers can personalize the experience and provide access to elite events. 
  • Hybrid passes that allow access to video and streamed versions of sessions you missed may be available.
  • Prioritize your schedule to critical events that advance your objectives.
  • Don’t neglect informal and unscheduled networking events; you may make useful friendships through them.

Reviving connections with colleagues and industry leaders is more valuable than ever, and don’t underestimate the advantages that can come from rubbing elbows. Make sure to attend unscheduled, informal events such as coffee breaks, workouts, and happy hours. You may develop friendships there that will prove to be valuable in the long run.

Here is a lineup of top 2024 conferences to mark your calendar ahead of time.

58th Annual Heckerling Institute on Estate Planning

  • Dates: Jan. 8 to 12
  • Location: Orlando World Center Marriott in Orlando, Fla.
  • Cost: TBD
  • Type: In person and online
  • Apply here

This conference is led by the University of Miami’s School of Law. It is a significant event for professionals in the finance, tax, and law fields. Topics for this year include: ethics, technology, diversity, and elimination of bias, planning with trusts, and charitable giving and philanthropy.

Global Financial Planning (GFP) Connect 24

  • Dates: Jan. 13 to 15
  • Location: Hilton Cabana, Miami, Fla. 
  • Cost: $1,795 to $2,200
  • Type: In person
  • Apply here

This conference offers insights into the world of cross-border financial planning. In today’s global world many clients have financial interests in more than one country. Meant for industry professionals—financial planners, certified public accountants (CPAs), bankers, wealth managers, estate planners, tax attorneys, etc.—this conference will delve into issues of complex immigration issues that affect businesses and individuals, generational wealth for international families, and risk mitigation for global clients.

20th Anniversary T3 Technology Conference 2024

  • Dates: Jan. 22 to 25
  • Location: The Cosmopolitan Resort and Spa in Las Vegas
  • Cost: Vary by Registration Type
  • Type: In person
  • Apply here

The industry’s top financial advisors and technology innovators meet to view cutting-edge tech demos and build networks. Billed as a one-stop shop to advance advisor-tech adoption, this conference is for independent financial advisors and wealth management to gain a competitive advantage and create better outcomes for their clients. Announced speakers include the chief executive officer (CEO) of Ritholtz Wealth Management and the founder of Ed Slott and Company.

Society of Financial Service Professionals (FSP) Institute

  • Dates: Jan. 28 to 31
  • Location: Marriott Jacksonville Downtown in Jacksonville, Fla.
  • Cost: $1,499 to $2,149, based on registration type
  • Type: In person
  • Apply here

This is a good general conference to find advice, ideas, and thoughts from the experts on how to build your network, enhance industry knowledge, and grow your practice. The conference provides continuing educational sessions and their accompanying materials. The conference fee does not include travel, hotel, or travel companion meals.

Financial Services Institute (FSI) OneVoice 2024

  • Dates: Jan. 29 to 31
  • Location: Orlando, Fla.
  • Cost: TBD
  • Type: In person
  • Apply here

Details are forthcoming, but this conference’s education and networking events are geared toward independent financial services employees and executives. The 2025 conference has already been announced for Jan. 27 to 29, 2025, in Grapevine, Texas.

Elite Wealth Advisor Symposium

  • Dates: Jan. 29 to 31
  • Location: Seminole Hard Rock Café and Hotel in Hollywood, Fla.
  • Cost: Early Bird: $1,995 (one person), $1,895 (per person for two people), $1,695 (per person for three people); Regular Price after Dec. 1, 2023: $2,495 per person
  • Type: In person
  • Apply here

An invitation-only event limited to 100 attendees, this is an exclusive conference where top performers in the industry are pushed to craft a culture of excellence. Slated speakers include post-exit expert Jerome Myers; Cleveland Clinic’s first chief wellness officer, Michael Roizen, M.D.; brand builder Elle Petrillo; and more.

Exchange

  • Dates: Feb. 11 to 14
  • Location: Fontainebleau Hotel in Miami Beach, Fla.
  • Cost: For financial and wealth advisors: $149 to $499; industry tickets start at $5,499
  • Type: In person
  • Apply here

While the 2024 agenda has yet to be released, the 2023 agenda focused heavily on exchange-traded funds (ETFs) and ethics. Members of the media are eligible to register to cover the event. Exchange speakers are known to discuss everything from cutting-edge investment ideas to growing an enterprise business.

Redeeming Money 2024

  • Dates: Feb. 12 to 14
  • Location: Orlando World Center Marriott in Orlando, Fla.
  • Cost: Starting at $945
  • Type: In person
  • Apply here

Redeeming Money gathers Christian financial professionals together to encourage them to connect with other like-minded people and use these connections and their faith to guide them in achieving maximum business growth and fostering better client relationships. 

Barron’s Advisor Hall of Fame Summit

  • Dates: Feb. 14 to 16
  • Location: Ojai Valley Inn in Ojai, Calif.
  • Cost: Undisclosed (Admission is by invitation only; you must apply to attend.)
  • Type: In person
  • Apply here

This elite gathering takes place every two years to honor the recipients of Barron’s Hall of Fame Award. Rubbing elbows with these distinguished leaders facilitates collaboration, sharing best practices, and the passing down of knowledge and expertise from one generation of advisors to the next. 

National Association of Personal Financial Advisors (NAPFA) Large Firm Forum

  • Dates: Feb. 19 to 21
  • Location: JW Marriott Scottsdale Camelback Inn Resort and Spa in Scottsdale, Ariz.
  • Cost: TBD
  • Type: In person
  • Apply here

This event is open to principals and shareholders from large financial planning firms as well as next-generation leaders attending with a firm principal or shareholder. This forum serves as a place to interact with experts and thought leaders through speeches, guided panel discussions, roundtable discussions, and question-and-answer sessions.

The MoneyShow Las Vegas 

  • Dates: Feb. 21 to 23
  • Location: Paris Hotel in Las Vegas
  • Cost: TBD (Registration requires an attendee inquiry.)
  • Type: In person
  • Apply here

This conference is focused on election-year money strategies. With more than 75 experts expected to deliver over 100 talks and presentations, this conference will be timely and actionable. Expect book signings, master classes, and live market analysis.

Investment Adviser Compliance Conference

  • Dates: March 6 to 8
  • Location: Marriot Marquis Hotel in Washington, D.C.
  • Cost: TBA
  • Type: In person
  • Apply here

This conference provides financial advisors with the latest information on financial regulations and the compliance requirements for their firms. Speakers include Securities and Exchange Commission (SEC) officials, investment advisor industry professionals, legal experts, and the Investment Advisor Association (IAA) legal team. Participants network with their peers and share up-to-date information from practice in their compliance departments.

Barron’s Independent Summit

  • Dates: March 13 to 15
  • Location: Grand America Hotel in Salt Lake City
  • Cost: Undisclosed (Admission is by invitation only, but you can apply to be invited.)
  • Type: In person
  • Apply here

This is an invitation-only independent practitioner’s networking opportunity. It is the premier annual event for ranked independent advisors to share the latest industry trends, future projections, and networking opportunities to expand clientele and businesses. Some sessions have continuing education (CE) credit eligibility.

Orion Ascent 2024

  • Dates: March 12 to 15 
  • Location: Marriott Marquis San Diego Marina in San Diego
  • Cost: Starting at $599
  • Type: In person
  • Apply here

If three days of speakers focused on premier advisor-focused events sounds ideal, then this curated wealth management conference should not disappoint. From the latest tech integrations to industry-leading portfolio strategists and managers, the Ascent conference is a future-facing networking opportunity.

EconoMe Conference

  • Dates: March 15 to 17 
  • Location: University of Cincinnati in Cincinnati
  • Cost: $399
  • Type: In person
  • Apply here

The EconoMe Conference targets members of the financial independence, retire early (FIRE) movement. Participants are not required to be financial advisors or strategists, but many are. This conference is an opportunity to meet like-minded money-conscious individuals who might be interested in sophisticated advising services that will fast-track their FIRE plans. Expect presentations, workshops, breakout sessions, and social activities that create a community feel. 

Investments & Wealth Institute (IWI) Experience 2024

  • Dates: April 7 to 10 
  • Location: Wynn Las Vegas in Las Vegas
  • Cost: Early Bird: $1,295; Regular Price (after March 8): $1,495
  • Type: In person
  • Apply here

At IWI’s flagship annual conference, the industry’s best and brightest come together to hear innovative ideas and industry insights from thought leaders and financial experts. Expected to draw more than 1,200 participants, the events can count toward 20 CE hours.

MilMoneyCon

  • Dates: April 25 to 27
  • Location: The Westin Denver Downtown Hotel in Denver
  • Cost: Basic Pass: $279; Power Pass: $379; Company Pass: $679; Buddy Pass: $150 (This allows you to bring a guest to social events.)
  • Type: In person
  • Apply here

Designed for financial pros who focus on military service clients or are active duty or vets themselves, this conference targets U.S. military financial coaches, planners, counselors, and educators. In addition to discussions about employment benefits, retirement strategies, and more, there is an optional pre-conference MilMoney 5k Fun Run, intended “to bring the military and money community together [by] breaking a sweat.”

AICPA & CIMA Engage 24

  • Dates: April 24 to 26
  • Location: The Charleston Place in Charleston, S.C.
  • Cost: $925 to $2,025 (Members of either titular organization may be eligible for discounts.)
  • Type: In person and live online 
  • Apply here

This conference caters to chief financial officers (CFOs), CEOs and corporate leaders, C-suite executives, firm partners and leaders, and finance directors and controllers. It offers advice from experienced CFOs on current issues as well as insights into their decision-making strategies to ensure better futures for their businesses. On April 24, 19 continuing professional education (CPE) credits can be earned (intermediate level). 

The Exit Planning Summit

  • Dates: April 28 to 30
  • Location: JW Marriott in Marco Island, Fla.
  • Cost: $1,595
  • Type: In person
  • Apply here

The Exit Planning Summit attracts a diverse group of professional advisors, including financial planners, consultants, attorneys, and accountants, who share a commitment to helping clients navigate the complexities of the exit process. Expect networking, relationship building, and thought leadership that leads to collaborative ventures and unexpected partnerships. 

Barron’s Advisor Teams Summit

  • Dates: May 6 to 8
  • Location: Bellagio Hotel in Las Vegas
  • Cost: Undisclosed (Admission is by invitation only; you must apply to attend.)
  • Type: In person
  • Apply here

In this three-day summit financial advisors and their teams are given the tools to accomplish even bigger and better client relations outcomes. Attendees focus on the complexities of interpersonal dynamics, financial management, and innovation in wealth management. 

The Financial Planning Association (FPA) Retreat 2024

  • Dates: May 6 to 9
  • Location: Loews Ventana Canyon Resort in Tucson, Ariz. 
  • Cost: Starting at $1,299 (cost varies based on registration type and timing)
  • Type: In person
  • Apply here

This retreat is both for industry pros and newcomers who want to step out of their comfort zone to generate new ideas, make lasting connections, and achieve excellence in the field of financial planning.

NAPFA Spring National Conference

  • Dates: May 8 to 11
  • Location: Omni Fort Worth Hotel in Fort Worth, Texas
  • Cost: TBD (For the fall 2023 conference, set for Oct. 18 to 21 in Louisville, Ky., full price cost was $1,495 for members and $1,695 for nonmembers. Day passes were available for $299 and $399.)
  • Type: In person
  • Apply here

A meeting of the best minds in financial planning, economics, and investments, the National Association of Personal Financial Advisors (NAPFA) Spring National Conference presents an ideal opportunity to receive education on a variety of planning topics, including industry and regulatory trends. Ethics training (approved to meet the CFP Board’s Code of Ethics and Professional Responsibility) is also offered, as it is at every NAPFA conference. It covers the NAPFA minimum requirement of two hours of CE credit in ethics during every two-year cycle.

Wealth Management Edge: Inside ETFs, Wealthstack, and RIA Edge

  • Dates: May 13 to 16
  • Location: The Diplomat Beach Resort in Hollywood, Fla.
  • Cost: Advisor Rate: $95.00; optional upgrade to Advisor Plus: $195 (Plus gives access to one-to-one meeting opportunities, access to the VIP lounge, and more.)
  • Type: In person
  • Apply here

By ambitiously integrating three of the most popular investment and technology events in financial planning, advisors can access industry-leading innovators, influencers, and experts all in one place. This opportunity attracts registered investment advisors (RIAs), institutional investors, financial planners, asset owners, and ETF buyers and issuers. 

Elevate 2024

  • Dates: May 14 and 15
  • Location: Phoenix Convention Center in Phoenix
  • Cost: TBD
  • Type: In person
  • Apply here

This Envestnet advisor summit is for financial advisors who use or want to use Envestnet to manage their wealth management business. With top industry keynote speakers, hands-on learning, and training workshops, peers in wealth management can learn more about Envestnet functionality and benefit from industry insights.

2024 FINRA Annual Conference

  • Dates: May 14 to 16
  • Location: Washington, D.C.
  • Cost: In-person FINRA member: $795 (first 100 through Oct. 6, 2023), $1,395 (up to 500 through March 29, 2024); in-person nonmember: $1,395 (first 100 through Oct. 6, 2023), $1,995 (up to 500 through March 29, 2024); virtual member: $375; virtual nonmember: $500 (More rates are available on the website.)
  • Type: In person or online
  • Apply here

The Financial Industry Regulatory Authority (FINRA) holds an annual conference that brings practitioners, peers, and regulators together to exchange ideas on today’s most timely compliance and regulatory topics. The topics range from regulatory compliance to crypto asset developments and financial crimes. 

Broadridge 360 Advisor Summit

  • Dates: May 19 to 21
  • Location: Austin, Texas
  • Cost: $895 to $995
  • Type: In person
  • Apply here

Broadridge Fi360 Solutions Conference has been rebranded as the Broadridge 360 Advisor Summit. Wealth and retirement professionals will engage in thought-provoking sessions, expert presentations, and continuing education courses to earn credits. Important networking connections also take place on the margins. 

NAIFA 2024 Congressional Conference

  • Dates: May 20 and 21
  • Location: JW Marriott in Washington, D.C.
  • Cost: TBD
  • Type: In person
  • Apply here

The National Association of Insurance and Financial Advisors (NAIFA) is having its annual Congressional Conference to bring members face-to-face with lawmakers and policymakers. Members receive critical advocacy training, briefings on legislative issues, and tips to develop long-term fruitful relationships with legislators. Participants can advocate on behalf of their businesses, consumers, and the financial services industry overall. The end goal is to improve the financial security of American families, financial literacy, and self-sufficiency for diverse communities throughout the country. 

FinovateSpring

  • Dates: May 21 to 23
  • Location: Marriott Marquis San Francisco in San Francisco
  • Cost: One-day pass: $999; two-day pass: $1,699; three-day pass: $2,198 (Government/regulatory entities can receive a 50% discount.)
  • Type: In person
  • Apply here

FinovateSpring employs live demos of innovative fintech solutions, expert keynote speakers, and networking opportunities. It’s a great opportunity to evaluate if and how tech can power attendees’ businesses forward.

Bank of New York (BNY) Mellon Pershing’s INSITE 24

  • Dates: June 4 to 6
  • Location: Gaylord Opryland in Nashville, Tenn.
  • Cost: TBA
  • Type: In person
  • Apply here

Content: A melding of clients, world-class industry leaders, and advisors makes this a must-attend event. Attendees are privy to the newest in digital products and services, immersive learning experiences, and industry topics involving everything from real estate issues to generational wealth.

FinCon24

FinCon is a digital marketing event for personal finance content creators. Members of the general public are welcome to apply for a community pass. The event promises to help grow personal brands through mentorships, collaborations, and marketing. Participants tend to collaborate on content and brand partnerships, lead discussion panels, and swap strategies to create, grow, or monetize their audience. 

NAPFA Fall National Conference

  • Dates: Oct. 30 to Nov. 2
  • Location: Omni Nashville Hotel in Nashville, Tenn.
  • Cost: TBD (For the fall 2023 conference, set for Oct. 18 to 21 in Louisville, Ky., full price cost was $1,495 for members and $1,695 for nonmembers. Day passes were available for $299 and $399.)
  • Type: In person
  • Apply here

Financial planning, economics, and investments combine in NAPFA’s third event of the year. Like the Spring National Conference, participants can expect a focus on ethics, consumer protections, and client-centered service.

Anticipated 2024 Conferences

FAQs

Why Should I Attend a Financial Advisor Conference?

Conferences are ideal locations for financial advisors to meet people, grow a network, deepen industry knowledge, and learn more about global trends. These short bursts of intense interaction with fellow advisors and potential clients can jump-start your financial services business. They inspire professionals to adopt new tools and services to stay at the top of the industry. 

What’s the Most Important Conference for Financial Advisors in the U.S.?

One of the most important conferences for U.S. financial advisors is the FPA Annual Conference, organized by the Financial Planning Association (FPA). Every year it brings together financial planners, advisors, industry experts, and thought leaders to discuss the latest trends, best practices, and regulatory developments in the financial planning profession. 

What Is the Outlook for the Financial Advisory Industry?

The financial advisory landscape is expected to grow within the next decade. The rise of digital platforms and robo-advisors is revolutionizing the industry. At the same time, these advances are putting advisors on the back foot with clients. Fiduciary duty and transparency regulations have shifted, and client demographics are changing from baby boomers to younger generations.

Educational debt is just as important as retirement savings as competing priorities are jeopardized in this high inflationary environment. As more financial advice becomes available through social media influencers, financial advisors have to level up their expertise and prove their value-add in ways that completely reshape the industry’s approach to client acquisition and retention.

What Are the Biggest Challenges Financial Advisors Face?

Financial advisors face the challenges of managing client expectations, regulatory compliance, taxes, macroeconomics, and an ever-changing global political environment. Everything from extractive industries to agriculture to real estate is unpredictably affected by climate change. The biggest challenges these days are found in the intersection between those unpredictable socio-economic realities and under-informed client behavior. To serve clients well, financial advisors must maintain long-term relationships and expect incremental change during the next few years of high inflation and low employment.

The Bottom Line

The financial advising industry is highly competitive. Qualifications alone are not enough. Conferences serve as entryways to vet new industry information, learn effective strategies, and experiment with tech advances that could edge out the competition. Investing the time and money to attend at least two conferences a year is worthwhile. Many work-hard-play-hard events combine networking with required continuing education courses, allowing participants to make the most of a three-day excursion and still ensure compliance with industry standards.

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