Join hundreds of new and tenured CFPs practitioners, financial advisors, and CDFA professionals for powerful keynotes, interactive breakout sessions and skill-building workshops designed to help you elevate your practice.
Earn 11 CFP and 12 CDFA CE credits, as well as four CE credits for playback of conference recordings.
(pre- and post-conference workshops available for additional CE credits!)
Click here to book your stay for the conference.
Why Attend?
Hear from some of the industry’s top experts in a broad range of topics, including silver divorce, QDROs, expert testimony, Medicare, marketing and more:
Nancy Hetrick
CDFA, AWMA, MAFF
Pam Friedman
CFP, CDFA
Tim Voit
Certified QDRO Specialist Certified QDRO Analyst
Karen D. Sparks
JD, CDFA
Andrew Hatherley
MBA, CDFA, CRPC
Leah Hadley
AFC, CDFA
Greg Keele
CFP, CRPC, CDFA, CLTC
Popular sessions include
Which Professionals Should You
Have On Your Team?
What professionals should be on your team to assist your clients? Join a Business Appraisal Expert, Forensic Accountant, Divorce Coach and Divorce Lending Professional to see how these experts can help you to identify and create solutions for your clients
Panel Session: Marketing Best Practices
Our experienced panel of current CDFA professionals will share marketing best practices that have helped them to successfully grow their practices.