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All Events

December 9 - December 11, 2024

MarketCounsel

Event

James Fisher, JD

Eric Leeper, CFA

 

The MarketCounsel Summit offers an unparalleled opportunity to engage with the country’s preeminent independent investment advisors. As the capstone event of the conference season, they're proud to welcome the profession’s top firms and leadership as they host this seminal forum for debate, dialogue, and conversation. Join us there! 

November 19 - November 21, 2024

IMPACT® 2024

Event

Scott Leak, CFP®, CEPA®

Andrew Town

Leslie Smith

IMPACT 2024 provides an excellent opportunity to establish connections with advisors and firm decision-makers, elevating your brand's visibility. Display your newest products and services, leaving a lasting impression at this prominent event in the industry. IMPACT brings together key influencers and, notably, decision-makers in the RIA industry.

October 30 - November 2, 2024

NAPFA Fall

Event

Marcus Hagood

David Ambrico

Immerse yourself in comprehensive education spanning a diverse array of planning topics, providing a thorough understanding of the latest industry and regulatory trends. Gain deeper insight into NAPFA and its dedicated advocacy for consumer protection and fiduciary standards. Elevate your understanding through exposure to the expertise of leading minds in financial planning, economics, and investments

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