Events
February 4 - February 7, 2025
Kestra Ascend
Event
Liz Milacek
Leslie Smith
Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. The theme for this year’s conference is Beyond the Horizon. 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.
February 3 - February 6, 2025
Orion Ascent
Event
Scott Leak, CFP®, CEPA®
Elise Rogers
Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will come together to tackle these challenges head-on. Experience in-depth sessions, hear compelling success stories from advisors like you, gain actionable insights, and come home to your community — to connect, spur growth, and most importantly, have a blast.
Scott will be giving a presentation on Insights for Every Advisory Firm: Unlocking Data-Driven Success. Come join us Tuesday, Feb. 4th, 1:00 – 1:40 PM for his session.
December 9 - December 11, 2024
MarketCounsel
Event
James Fisher, JD
Eric Leeper, CFA
The MarketCounsel Summit offers an unparalleled opportunity to engage with the country’s preeminent independent investment advisors. As the capstone event of the conference season, they're proud to welcome the profession’s top firms and leadership as they host this seminal forum for debate, dialogue, and conversation. Join us there!
November 19 - November 21, 2024
IMPACT® 2024
Event
Scott Leak, CFP®, CEPA®
Andrew Town
Leslie Smith
IMPACT 2024 provides an excellent opportunity to establish connections with advisors and firm decision-makers, elevating your brand's visibility. Display your newest products and services, leaving a lasting impression at this prominent event in the industry. IMPACT brings together key influencers and, notably, decision-makers in the RIA industry.
October 30 - November 2, 2024
NAPFA Fall
Event
Marcus Hagood
David Ambrico
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
October 6 - October 9, 2024
Commonwealth National 2024
Event
Seth Davis
Kem Taylor, CBEC
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.