Events

 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. 

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.

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. 

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.

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

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.