Upcoming Events
We believe events should connect communities, catalyze change, and accelerate careers through knowledge. Browse our upcoming in-person and virtual events.
See What's Coming Up Next
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.
Future & Foundation
Live Event | March 16, 2026
Join alumni, students, and thought leaders for a live, interactive celebration of The College's accomplishments and future goals.
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!
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.
Full Events Calendar
You Might Also Like
On-Demand Webcasts
Unlocking Social Security Autonomy at Every Life Stage
Gain exclusive insights on the power of Social Security as a financial and psychological lifeline for your clients.
February 13, 2026
Podcasts
Addressing Social Security Myths
Michael Finke, PhD, CFP®, and Martha Shedden, CRPC®, set the record straight on common misconceptions about Social Security and discuss how advisors should address it with clients.
February 12, 2026
Insights
Crafting Long-Term Care Conversations
For many, the subject of long-term care can be a difficult topic to broach. For financial advisors, it’s all in the line of work.
February 11, 2026
Insights
Recognizing the TPCP® Inaugural Class of 2025
2025 was our first full year of offering a new designation program: the Tax Planning Certified Professional® (TPCP®).
February 10, 2026
01/03
