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Events

October 14 - October 17, 2026

NAPFA Fall National Conference

Event

Eric Leeper, CFA

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.

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.

June 9 - June 11, 2026

Wealth Management EDGE

Event

James Fisher, JD 

Scott Leak, CFP®, CEPA®

Elise Rogers

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

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.

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.

February 3 - February 6, 2026

Kestra Ascend 2026

Event

Leslie Smith

Liz Milacek

Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. Kestra will continue to deliver outstanding speakers, high-quality content, and thought-provoking sessions that will empower our community of high-performing advisory firms to evolve, navigate challenges, and unlock their full potential.

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