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All Events

March 8 - March 10, 2026

Future Proof Citywide

Event

Mike McKennon

Leslie Smith

James Fisher, JD

Join us in Miami Beach for Future Proof Citywide, a four-day citywide experience bringing together thousands of RIAs, financial advisors, family offices, institutional LPs, UHNW investors, wealth management executives, GPs, asset managers, PE, VC, fintechs, and media for high-impact programming and networking.

March 16, 2026

AI for Advisors: What’s Real, What’s Noise, What’s Next

Webinar

 Brad Bueermann

 James Fisher, JD 

 Jason Pereira 

 

Moderated by:

Scott Leak, CFP®, CEPA®

Join FP Transitions for an expert-led, roundtable discussion and discover:

  • What has been the first repeatable wins for advisor teams
  • How time saved with AI is being used effectively
  • Why fee compression hasn’t been playing out as predicted
  • How AI-forward businesses might be valued in the future

March 24 - March 26, 2026

Barron's Advisor Independent Summit

Event

Eric Leeper, CFP

Gaia Borgias

Brad Bueermann

The Barron’s Advisor Independent Summit is an annual gathering of the nation’s top RIA and independent advisors. It brings together industry trailblazers shaping the future of financial advice and offers a unique opportunity to exchange ideas with peers who understand the challenges and opportunities of an independent practice.

June 9 - June 11, 2026

Wealth Management EDGE

Event

EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.

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 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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