Events
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
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.
October 27 - October 29, 2026
IMPACT® 2026
Event
James Fisher, JD
Scott Leak, CFP®, CEPA®
Elise Rogers
Gaia Borgias, MBA
Leslie Smith
IMPACT® 2026 is the premier event for Schwab RIAs and independent recordkeepers—featuring keynotes, education sessions, and opportunities to connect with peers and industry partners.