Industry Events

Industry Events 2018
(Conferences, Expos, Forums, Summits, Symposiums)

Readers: Contact me if you know of any missing or that should be included.  If you are not sure what conference(s) might be right for you or your staff, read The 16 Best Conferences For Financial Advisors To Choose From In 2019 by Michael Kitces. He has been writing this annual list since 2012 based on his own experience attending conferences.

January

February

March

April

April 3-5
Fi360 Conference 
Nashville, TN

May

May 1-2
Inside Retirement Conference
Lowes Atlanta Hotel-Atlanta, GA

May 8-10
EXCELL (Carson Group- open to all advisors)
Chicago, IL

May 8-10
Morningstar Investment Conference
McCormick Place-Chicago, IL

June

June 9-13
AICPA ENGAGE
MGM Grand Hotel and Casino-Las Vegas, NV or attend online

June 12-14
Pershing INSITE
Phoenix Convention Center-Phoenix, AZ

July

July 16-17
In|Vest
New York Marriott Marquis-New York, NY

August

September

Sept 9-11
XYPN Live
Union Station Hotel-St. Louis, MO

Sept 11-13
Bob Veres’ Insider’s Forum
Omni Nashville-Nashville, TN

October

Oct 15-16
ETF Strategy Summit
Hyatt Regency Dallas-Dallas, TX

November

Nov 11-13
SRI Conference
The Broadmoor-Colorado Springs, CO

December