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
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.
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.
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
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January 22, 2026
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January 16, 2026
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January 15, 2026
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From Perception to Practice: Making the Transition to Financial Services
As the financial services industry stands on the edge of a generational shift, conversations about talent, training, and job expectations are becoming difficult to ignore.
January 07, 2026
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