Events

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!

The all-new EVOLVE event, a gathering that brings together professionals from the RIA industry in a stunning, distraction-free setting. This exciting new event is designed to showcase the best of the RIA industry and will feature 100-150 RIA advisors from across the country. It's a unique opportunity to connect with industry leaders, explore new ideas, and forge valuable connections in a focused and inspiring environment. Come join us there!

Dive into a comprehensive educational experience that covers a wide range of planning topics, offering in-depth insights into the latest industry and regulatory trends. Develop a deeper understanding of NAPFA and its unwavering commitment to advocating for consumer protection and fiduciary standards. Expand your knowledge by engaging with the expertise of prominent figures in financial planning, economics, and investments.

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.

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!