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Upcoming Events

We believe events should connect communities, catalyze change, and accelerate careers through knowledge. Browse our upcoming in-person and virtual events.

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See What's Coming Up Next

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Horizons 2026

Live Event | May 4-6, 2026

Join us in Orlando for an epic retirement planning experience featuring the profession’s top experts, networking events that connect you with industry veterans, experiential excursions, and more!

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Social Security at Every Life Stage

Live Event | February 10, 2026

Join leading Social Security strategist Heather Schreiber, RICP®, NSSA®, IRMAA-CP™ to explore the vital role Social Security can play in supporting financial independence in retirement.

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Advanced Special Needs Planning Symposium

Live Event | May 7-8, 2026

Join us in Orlando, FL, for a one-of-a-kind in-person event bringing together professionals from across financial services and beyond for insightful and deep conversations on special needs and disability planning.

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Exit Planning for Business Owner Clients

Live Workshop | February 24, 2026

Join thought leaders Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Jason Early, ChFC®, and April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) for a discussion of exit planning, including how to help clients address potential challenges.

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