2022 Conferences

January

Dates

Conference

Host Organization

1/10 — 1/11

ADVI$OR: Personal Financial Planning Virtual Conference

CalCPA

1/10 — 1/14

Heckerling Institute                                 

Heckerling Institute

1/20 — 2/2

2022 FSP Institute                 

FSP Institute

1/25 — 1/27

Elite Wealth Advisor Symposium

Top Producer International

1/30 — 2/2

Insurance Risk Management Forum

American Bankers Institute

1/30 — 2/1

IWI Retirement Advisor Forum

Investment & Wealth Institute

1/31 — 2/2

FSI OneVoice 2022

Financial Services Institute

 

February

Dates

Conference

Host Organization

2/1

2022 FPA DFW Conference

FPA

2/7 — 2/17

Laserfiche EMPOWER                               

Laserfiche

2/8 — 2/10

2022 Large Firm Forum

NAPFA

2/15 — 2/16

ABA Wealth Mgmt & Trust Conference 2022

American Bankers Association

2/23 — 2/25

Kingdom Advisors Presents: Redeeming Money

Kingdom Advisors

2/23 — 2/25

LLIS Insurance Academy 2022

LLIS

2/24 — 2/26

TradersEXPO

MoneyShow

 

March

Dates

Conference

Host Organization

3/3 — 3/4

Compliance Conference 2022

IAA

3/13 — 3/14

Retirement & Longevity Summit

Advisor2X

3/21 — 3/23

Barron’s Independent Summit

Barron’s Advisor

3/26

Diversity & Inclusion Conference, Presented by Fidelity Virtual Investments

University of North Texas

 

April

Dates

Conference

Host Organization

4/11 — 4/14

Exchange: An ETF Experience

Exchange ETF

4/24 — 4/27

NAAIM Uncommon Knowledge 2022

National Association of Active Investment Managers

4/27 — 4/29

Barron’s Teams Summit

Barron’s Advisor

4/25 — 4/28

FPA Retreat

Financial Planning Association

 

May

Dates

Conference

Host Organization

5/2 — 5/4

T3 Advisor Conference

Technology Tools for Today

5/2 — 5/4

Tiburon CEO Summit XLII

Tiburon Strategic Advisors

5/3 — 5/5

Invest In Women

FA Magazine

5/4 — 5/6

Jolt! Conference

SnappyKraken

5/4 — 5/7

2022 NAPFA Spring National Conference

NAPFA

5/11 — 5/12

Advisor Summit

Envestnet

5/15 — 5/17

Fi360 Solutions Annual Conference

Fi360

5/16 — 5/18

Morningstar Investment Conference

Morningstar

5/15 — 5/18

ACE Academy 2022

Investments & Wealth Institute

5/18 — 5/20

Finovate Spring

Informa

5/31 — 6/1

50th Annual FPA NorCal Conference

FPA

5/31 — 6/3

WealthStack 2022

Informa

5/31 — 6/3

InsideETFs

Informa Connections

5/31 — 6/3

RIA Edge

Informa Connections

TBD

GTE Wealth Forum

Global Trends Events

 

June

Dates

Conference

Host Organization

6/6 — 6/9

AICPA Engage

AICPA & CIMA

6/9 — 6/12

Consensus

Coindesk

6/15 — 6/17

Pershing Insite

BNY Mellon | Pershing

 

August

Dates

Conference

Host Organization

8/22 — 8/24

FPA NexGen Gathering

FPA

 

September

Dates

Conference

Host Organization

9/11 — 9/14

Future Proof

AdvisorCircle

9/12 — 9/14

Finovate Fall

Informa Connections

9/13 — 9/15

Carson Excell

Carson Group

9/28 — 9/30

Insider’s Forum

Bob’s Vere’s Insider’s Forum

9/28 — 10/1

ACP Annual Conference

Alliance of Comprehensive Planners

 

October

Dates

Conference

Host Organization

10/3 — 10/5

FPA Annual Conference

FPA

10/8 — 10/11

#XYPNLIVE

XY Planning Network

10/19 — 10/21

Riskalyze Fearless Investing Summit

Riskalyze

10/20 — 10/23

2022 NAPFA Fall National Conference

NAPFA

 

November

Dates

Conference

Host Organization

11/15 — 11/18

59th Annual NAEPC Advanced Estate Planning Strategies Conference

NAEPC

TBD

Schwab Impact 2022

Charles Schwab & Co.

 

December

Dates

Conference

Host Organization

12/5 — 12/8

The MarketCounsel Summit

MarketCounsel

TBD

GTE Wealth Forum

Global Trends Events