Events
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.
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 14 - October 17, 2026
NAPFA Fall National Conference
Event
Scott Leak, CFP®, CEPA®
Elise Rogers
October 27 - October 29, 2026
IMPACT® 2026
Event
James Fisher, JD
Scott Leak, CFP®, CEPA®
Elise Rogers
Gaia Borgias, MBA
Leslie Smith