Calendar of Events

Conferences

IDFA 2025 Conference
Denver, CO
May 7-May 9, 2025

 

Past Events

2024 ISBA/NEBB National Conference
(Online Web Event)
September 17-September 18, 2024

IDFA 2024 National Conference
777 McGavock Pk, Nashville, TN 37214
May 6-May 8, 2024
Book your hotel by April 15th! https://book.passkey.com/event/50708102/owner/874/home

Agenda: https://learning.institutedfa.com/2024-idfa-conference-agenda

FPA of MN ASCEND Conference
Minneapolis Convention Center
November 7-November 8, 2023

WIFS 2023 National Conference
San Diego, California
October 4-October 6, 2023

ADFP Virtual Retreat
Virtual
September 27-September 29, 2023

IDFA National Conference
Dallas, Texas
September 18-September 20, 2023

2023 CSA Conference
Hyatt Regency Indianapolis - Indianapolis, Indiana
August 23-August 25, 2023
The CSA Conference is designed to provide current information relevant to professionals working in the senior market on the health, financial, social, legal, and business issues associated with older adults, and strategies to apply practical knowledge to improve business practices. The CSA Conference is structured so that attendees gain knowledge relevant to their business with seniors, and have opportunities to grow their professional networks by connecting with others in the senior market.

FPA NorCal Conference
2 New Montgomery St, San Francisco, CA 94105, USA
May 30-May 31, 2023
The FPA NorCal Conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners.

FA Invest in Women
1065 Peachtree St NE, Atlanta, GA 30309
May 1-May 3, 2023

SHIFT 2023
Hyatt Regency, Hill Country, San Antonio, Texas
March 19-March 20, 2023

FPA Ascend Minneapolis
Minneapolis, MN
October 10-October 11, 2022

XYPN Live
Denver, Colorado
October 8-October 11, 2022

2022 IDFA National Conference Series
Virtual Conference Series
September 15-October 6, 2022
15-Sep-2022
22-Sep-2022
29-Sep-2022
6-Oct-2022

CSA Conference
Grand Hyatt Buckhead, Atlanta, GA
July 31-August 2, 2022

FA Invest in Women
Loews Atlanta
June 21-June 23, 2022

FPA NorCal
The Palace Hotel in San Francisco
May 30-June 1, 2022

Retirement & Longevity Summit
Hotel del Coronado - San Diego
March 13-March 14, 2022
Use code IDFA to register for $149. (SAVE $550!) You want to be the go-to expert for retirees but aren't sure how to differentiate yourself from every other advisor who claims to specialize in retirement planning. The Retirement and Longevity Summit (RLS) is for wealth advisors who recognize that asset management and financial planning are important, but not enough. What good is financial security without quality of life? Learn how elite wealth advisors are building successful, holistic practices by helping people live long and live well.

ADFP 2021 Virtual Retreat - Complicated Nuances of Grey Divorce: The Perfect Storm?
Virtual
November 17-November 19, 2021

XYPNLIVE 2021
Denver, CO
November 8-November 11, 2021

FPA of MN ASCEND Conference
Live - Minneapolis Convention Center or Virtual
October 25-October 26, 2021

2021 IDFA National Conference
Virtual
September 9-September 14, 2021

The 49th Annual FPA NorCal Conference
Virtual
June 1-June 3, 2021

IDFA National Conference 2020
Las Vegas Nv
October 5-October 9, 2020

Retirement & Longevity Summit
New Orleans, LA
March 22-March 24, 2020
Free Registration with code: IDFA

ADFP Annual Conference
Aloft Hotel, Boston, MA
November 7-November 9, 2019

FPA Annual Conference
Minnesota, MN
October 16, 2019

eMonday Conference
Austin, TX
October 14, 2019

WIFS National Conference 2019
Louisville, KY
October 14, 2019

CAP 2019
Naperville, IL
September 18-September 19, 2019

XYPN Live 2019
St. Louis, MO
September 8, 2019

2019 IDFA National Conference
Nashville, TN
May 5-May 8, 2019
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NADP Experience 2019
Ft. Lauderdale Beach, FL
March 7-March 9, 2019

55th Annual NAEPC Conference
Ft. Lauderdale, FL
November 6-November 9, 2018

IACP 19th Annual Networking and Educational Forum
Seattle, WA
October 25-October 28, 2018

WIFS 2018 National Conference
Austin, TX
October 24-October 26, 2018

2018 Catalyst United Conference - ADFP & APFM
San Diego, CA
October 18-October 20, 2018

FPA of Minnesota 2018 Annual Symposium
Minneapolis, MN
October 8-October 9, 2018

FPA Annual Conference
Chicago, IL
October 3-October 5, 2018

XYPN LIVE 2018
St. Louis, MO
September 23-September 26, 2018

2018 IDFA National Conference
Denver, CO
May 6-May 9, 2018
Meet us in Denver for IDFA's 2018 gathering of divorce professionals.

New in 2018: Join us for pre-conference workshops on May 6, 2018!

NAEPC National Conference
New Orleans, LA
November 15-November 17, 2017

AAML Annual Meeting
Chicago, IL
November 7-November 11, 2017

ADFP 2017 Catalyst Conference
Chicago, IL
October 26-October 28, 2017

WIFS 2017 National Conference
Minneapolis, MN
October 25-October 27, 2017

IACP Annual Networking and Educational Forum
Philadelphia, PA
October 12-October 15, 2017

FPA Annual Conference
Nashville, TN
October 2-October 4, 2017

XY Planning Network National Conference
Dallas, TX
August 28-August 31, 2017

Garrett Annual Retreat
Denver, CO
July 27-July 30, 2017

2017 IDFA National Conference
Orlando, FL
May 3-May 5, 2017
Meet us in Orlando for IDFA's 2017 gathering of divorce professionals.

New in 2017: Join us for pre-conference workshops on May 2, 2017!

GAMA LAMP Conference
Washington, D.C.
March 19-March 22, 2017

NBI Divorce Law Seminar
Raleigh, NC
February 23, 2017

CFP Board Registered Program Conference
Arlington, VA
February 9-February 10, 2017

NBI Divorce Law Seminar
Charlotte, NC
February 9-February 10, 2017

NAEPC Advanced Estate Planning Strategies Conference
Phoenix/Scottsdale, AZ
November 16-November 18, 2016

AAML Annual Meeting 2016
Chicago, IL
November 5-November 6, 2016

IACP Networking and Educational Forum
Las Vegas, NV
October 27-October 30, 2016

ADFP Divorce Catalyst Conference
Las Vegas, NV
October 27-October 29, 2016

FPA Annual Conference
Baltimore, MD
September 14-September 16, 2016

AXA Women's Summit
New York, NY
August 2, 2016