Events

Immerse yourself in comprehensive education spanning a diverse array of planning topics, providing a thorough understanding of the latest industry and regulatory trends. Gain deeper insight into NAPFA and its dedicated advocacy for consumer protection and fiduciary standards. Elevate your understanding through exposure to the expertise of leading minds in financial planning, economics, and investments

The Commonwealth National 2024 conference is an exceptional industry event featuring renowned keynote speakers like Jason Sudeikis, Jeffrey Robinson, Priya Parker, Adam Grant, and JJ Johns. It's a prime opportunity to network with advisors and firm leaders, elevate your brand's presence, and create lasting connections. Take advantage of this event to showcase your latest products and services, making a strong and memorable impact.

Join us this fall in Scottsdale, AZ, for an exciting and dynamic event! This year's gathering provides advisors and sponsors with excellent opportunities to network, build meaningful connections, and drive growth. Don't miss out on this chance to engage with industry leaders and expand your reach!

Unite with numerous financial advisors, executives in wealth management, LPs, asset managers, fintech professionals, emerging startups, and media representatives for an immersive four-day festival. Future Proof diverges from conventional conference venues to bring you sandy beaches. Revel in a dynamic, top-tier, five-star event that seamlessly blends education, productive networking, brand activations, music, and art within an unforgettable outdoor beachside ambiance.

Our esteemed colleague, Kem Taylor, CBEC®, will be delivering a presentation on Succession Planning for advisors at FPA New England. This chapter is dedicated to promoting the importance of financial planning and advancing the profession throughout New England. 

This year, the INSITE agenda is filled with interactive sessions designed to keep you engaged and energized.  Join Andrew Town during his panel presentation discussing how to "Redefine Your Future with Strategic Business Consulting." Prepare to enhance your skills, broaden your network, and explore the future of the wealth management industry.