Attracting the Next Generation to Wealth Management: Explore strategies to engage younger professionals and build a sustainable talent pipeline.
Webinar
Scott Leak, CFP®, CEPA®
We’re excited to collaborate on the Wealth Management Talent & Leadership Summit, a CE credit-eligible webinar exploring strategies to attract next-generation talent, navigate AI-driven career shifts, and lead multi-generational teams.
August 26, 2026
Deal-Ready or Deal-Risky? The M&A Readiness Checklist for Advisory Firms
Webinar
Scott Leak, CFP®, CEPA®
September 14 - September 17, 2026
Future Proof Festival
Event
Scott Leak, CFP®, CEPA®
Elise Rogers
Leslie Smith
Gaia Borgias, MBA
Seth Davis
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
October 14 - October 17, 2026
NAPFA Fall National Conference
Event
Scott Leak, CFP®, CEPA®
Elise Rogers
NAPFA Fall Conference in Atlanta, GA, offers a dynamic educational experience designed to deepen your knowledge of key planning topics, emerging industry trends, and the evolving needs of clients. Engage with expert insights across financial planning, investments, economics, and practice management while connecting with a community committed to fiduciary excellence and consumer-centered advice.
October 27 - October 29, 2026
IMPACT® 2026
Event
James Fisher, JD
Scott Leak, CFP®, CEPA®
Elise Rogers
Gaia Borgias, MBA
Leslie Smith
IMPACT® 2026 is the premier event for Schwab RIAs and independent recordkeepers—featuring keynotes, education sessions, and opportunities to connect with peers and industry partners.
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