Sep
26
Date: September 26 - September 27
Time: 9am
Location: Phoenix, AZ
Description:
AFS presents academic, student and practitioner members and Board of Directors members from multiple
countries.
https://academyfinancial.org/2023-Annual-Conference
Oct
04
Date: October 04 - October 06
Time: 9am
Location: San Antonio, TX
Description:
Bob Veres' Insider's Forum conference is the real-world extension of Inside Information,
a master study group, provider of newsletters and articles as well as a general "curator"
of information found throughout the financial advisory profession. Intended for experienced
fiduciary financial advisory business professionals, the conference is designed to
provide essential information for running and growing prosperous businesses and better
serving clients, advanced technical content, as well as valuable opportunities for
networking with industry thought leaders.
https://www.insidersforum.com/
Oct
11
Date: October 11 - October 13
Time: 9am
Location: Washington, Washington DC
Description:
The CFP Board Conference unites the CFP Board Registered Programs Conference and Annual
Firms Summit. This event creates an exclusive forum that brings together today’s employers
of CFP® professionals with leaders from the colleges and universities preparing the
CFP® professionals of tomorrow.
https://www.cfp.net/for-education-partners/registered-programs/cfp-board-conference
Oct
18
Date: October 18 - October 21
Time: 9am
Location: Louisville, KY
Description:
NAPFA's National Conferences are designed for fee-only financial advisors. Advisors
can expect a mix of education and networking with other like-minded financial professionals.
https://www.napfa.org/conferences/napfa-fall-2023-national-conference
Sep
22
Date: September 22 - September 22
Time: 7:30 am
Location: Salt Lake City, UT
Description:
The Utah-Idaho chapter of the Financial Planning Association (FPA) is part of the nationwide network of chapters forming the backbone of FPA. We promote
the advancement of knowledge in financial planning, supporting programs and projects
that enable our members to better serve their clients.
https://utahfpa.org/meetinginfo.php?id=9&ts=1693332830
Sep
27
Date: September 27 - September 29
Time: 9am
Location: Phoenix, AZ
Description:
FPA Annual Conference brings together financial planners, thought leaders, service
providers, and allied professionals where they can connect, learn from each other,
and explore how they can impact their community. The FPA Annual Conference 2023 is the largest annual gathering of
CFP® professionals each year.
Oct
15
Date: October 15 - October 15
Time: 9am
Location: Denver, CO
Description:
TBD
Oct
09
Date: October 09 - October 11
Time: 9am
Location: Las Vegas, NV
Description:
ADISA conferences bring together the nation's leading alternative investment professionals
to learn the latest industry trends, marketing recommendations and current regulations.
At the conferences, members and attendees enjoy face-to-face networking opportunities
that expand their professional connections and strengthen their personal relationships.
https://www.adisa.org/events
Oct
24
Date: October 24 - October 26
Time: 9am
Location: Philadelphia, PA
Description:
Schwab IMPACT brings together industry experts, top solutions providers, and thousands
of advisors to talk strategy for taking client service and firm performance to the next level.
https://impact.schwab.com/
Nov
09
Date: November 09 - November 09
Time: 9am
Location: Washington, Washington DC
Description:
The Summits bring together firms, academic institutions, partner organizations and
CFP® professionals in a collective effort to create a more diverse profession through
research, case studies, best practices and actionable initiatives.
https://www.cfp.net/events/2023/11/2023-diversity-summit
Nov
28
Date: November 28 - December 01
Time: 9am
Location: New Orleans, LA
Description:
The AFCPE (Association for Financial Counseling and Planning Education) Symposium is the premier conference for financial educators, planners, counselors, coaches, researchers, and content creators
worldwide.
https://www.afcpe.org/symposium/
Jan
22
Date: January 22 - January 25
Time: 8am
Location: Las Vegas, NV
Description:
T3 is the practice management and technology conference for independent and hybrid
financial advisors. The event gives advisors timely information on how to build a more efficient and profitable business. The conference
typically covers everything from how custodians are keeping ahead of the technology
curve to the latest in portfolio management and reporting solutions. The conference
brings together vendors, industry leaders, financial advisors and students. It features new and upcoming technology solutions, plus current and
emerging issues faced by financial advisors at firms of all sizes.
https://t3conferences.com/
May
08
Date: May 08 - May 11
Time: 8am
Location: Fort Worth, TX
Description:
NAPFA's National Conferences are designed for fee-only financial advisors. Advisors
can expect a mix of education and networking with other like-minded financial professionals.
Nov
09
Date: November 09 - November 10
Time: 9am
Location: Salt Lake City, UT
Description:
The Gift Planning Council (GPC) is a national volunteer council of financial and estate-planning
professionals. The conference is hosted by the Philanthropies division of the Church of Jesus Christ
of Latter-day Saints.
https://philanthropies.churchofjesuschrist.org/gift-planning/for-professional-advisors/gpc/
Dec
07
Date: December 07 - December 08
Time: 8am
Location: Washington, Washington DC
Description:
The Academic Research Colloquium is an international meeting of researchers, practitioners,
graduate students and leaders of financial planning practice. It is hosted annually to gather, share and showcase rigorous, relevant research within financial planning and other disciplines that
directly or indirectly relate to the financial planning body of knowledge or financial
planning practice.
https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium
Mar
24
Date: March 24 - March 25
Time: 8am
Location: Orlando, FL
Description:
Join like-minded advisors at Shift to hear from the leading voices and organizations
that focus on the human side of financial planning, connect with advisors who are
passionate about human-first financial guidance, and learn simple, effective strategies
to connect with people and build trust.
https://humanfirst.live/
Jun
04
Date: June 04 - June 06
Time: 8am
Location: Nashville, TN
Description:
Attendees can expect a first look at the newest digital products and services, immersive learning
experiences with industry innovators and networking opportunities with the top advisors
and influencers in the business.
https://insite.bnymellon.com/home.html
Sep
12
Date: September 12 - September 14
Time: 8am
Location: Nashville, TN
Description:
The Carson Excell conference is a blend of sessions about how to scale an advisory
firm beyond the founder/owner (the transition from practice to business), along with
content on marketing and growth strategies to get to that next level, and inspirationally-oriented keynote sessions to fire up attendees to go home and try it all out.
https://www.excellconference.com/
Oct
04
Date: October 04
Time: 10am - 3pm
Location: UVU Grand Ballroom
Description:
https://www.uvu.edu/career-internship/
Oct
09
Date: October 09
Time: 11:30 am
Location: KB 401
Description:
Peterson Wealth will be here with Chick Fil-A. Come learn and network.
Oct
23
Date: October 23
Time: 11:30 am
Location: KB 401
Description:
Mountain America will be here with Papa John's Pizza! Come network and learn.
Nov
02
Date: November 02 - November 02
Time: 3pm
Location: UVU Keller Building room 401
Description:
Speed Networking is an opportunity for students to meet many firms in the financial
industry.
Register here: https://uvu.joinhandshake.com/edu/career_fairs/43028
Sep
12
Date: September 12 - September 12
Time: 5:30 pm
Location: Scera Park 600 S State St. Orem, UT
Description:
Free Food
Lawn Games
Networking
