• Events & Education

    Web Conferences

    Our series of industry-focused web conferences, many with CE credits, are available to members. Review now.

    Financial Advisor Summit

    Created by financial advisors for financial advisors, this new conference will be a holistic experience delivered in three parts: For Yourself, For Your Business, and For Your Community. Everything from growing an advisor’s business to living healthier to running for elected office will be explained at the Summit. Learn more.

    Advocacy Summit/National Discussions

    This gathering in Washington D.C. is the only industry event where participants come together to spend time discussing issues of importance and networking with their peers followed by a full day visiting Capitol Hill meeting with elected officials. Learn more.