Investment News Icons & Innovators Awards
April 18 | New York, NY

FP President & Founder, David Grau Sr., J.D. to be recognized at Icons & Innovators Awards

FPA Retreat
Apr 23 - 26 | Wigwam Hotel | Phoenix, AZ

Breakout Sessions:
“Structuring Your Practice for Growth & Sustainability,” with President & Founder, David Grau Sr., J.D. - April 25 at 10:15 am.
"The Succession Challenge: Why Financial Planners are Failing to Plan for the Inevitable," a succession panel with FP Transitions President & Founder, David Grau Sr., J.D. - April 25 at 4:15 pm.

We are also offering free, 1-1 consultations with FP Transitions Staff at the conference. For more information or to schedule time, click here.


TIC National Education Conference
Apr 23 - 26 | Nashville, TN


FiNet Spring Conference
Apr 30 - May 2 | St Louis, MO

We are offering free, 1-1 consultations with FP Transitions Staff at the conference. For more information or to schedule time, click here.

“The Future of Wealth Management"
A Special Event in Partnership with Bloomerg
May 8 | Scottsdale, AZ

“The Future of Wealth Management: Short-Term Noise, Long-Term Planning," with FP Transitions' CEO, Brad Bueermann & Bloomberg L.P. Sales Team Leader, Lee O'Dwyer. Including a panel discussion with Timothy Rowland, MBA, CFP, AIF, & Neal Van Zutphen, M.S., CFP.

Register for the event here.


SEI National Conference
May 6 - 8 | Washington D.C.


AXA National Conference
May 7 - 9 | New Orleans, LA


NAPFA Spring Conference
May 16 - 19 | Phoenix, AZ