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All Events

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!

February 4 - February 7, 2024

Kestra Ascend 2024

Event

Scott Leak, CFP®

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.

October 24 - October 26, 2023

IMPACT®2023

Event

Scott Leak, CFP®

Seth Davis

David Ambrico

Greg Drozdow

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 11 - October 14, 2023

Commonwealth

Event

Kem Taylor, CBEC

Parker Trelstad

October 6 - October 6, 2023

FPA NE (Nebraska)

Event

Scott Leak, CFP®, Senior Consultant

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