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Events

April 24 - April 26, 2024

Integrated Advisor Summit

Event

Marcus Hagood

David Ambrico 

Join us in New Orleans this spring for another vibrant event! This year's gathering offers advisors and sponsors exceptional chances to network, establish connections, and spur growth. Integrated Advisors Network fosters a culture of inclusion and success centered around family, joy, and accountability. This will be the the 6th Annual Integrated Advisors Summit, set to take place in historic New Orleans, Louisiana. We hope to see you there!

May 6 - May 9, 2024

SFA

Event

Andrew Town

Seth Davis

 This industry event offers a great opportunity to connect with advisors and firm leaders, boosting your brand's visibility. Showcase your latest products and services to make a lasting impression. SFA offers shared services to a group of companies committed to empowering independent financial advisors. 

May 6 - May 8, 2024

Axos Evlove

Event

Scott Leak, CFP®

The all-new EVOLVE event, a gathering that brings together professionals from the RIA industry in a stunning, distraction-free setting. This exciting new event is designed to showcase the best of the RIA industry and will feature 100-150 RIA advisors from across the country. It's a unique opportunity to connect with industry leaders, explore new ideas, and forge valuable connections in a focused and inspiring environment. Come join us there!

May 8 - May 11, 2024

NAPFA Spring

Event

Marcus Hagood

Dive into a comprehensive educational experience that covers a wide range of planning topics, offering in-depth insights into the latest industry and regulatory trends. Develop a deeper understanding of NAPFA and its unwavering commitment to advocating for consumer protection and fiduciary standards. Expand your knowledge by engaging with the expertise of prominent figures in financial planning, economics, and investments.

September 15 - September 18, 2024

Future Proof

Event

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.

October 30 - November 2, 2024

NAPFA Fall

Event

Marcus Hagood

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

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