January
13
Monday
Upcoming Industry Eventss
Past Industry Eventss
October
16
Wednesday
Stetson 2024 National Conference on Special; Needs Planning and Special Needs Trusts
Wednesday, October 16, 2024, 8:00 am - 5:15 pm
January
8
Monday
2024 Heckerling Institute
Monday, January 8, 2024
October
25
Wednesday
2023 WealthCounsel Conference
Wednesday, October 25, 2023, 9:30 am
February
9
Thursday
Special Needs Planning Symposium 2023
Thursday, February 9, 2023
January
9
Monday
2023 Heckerling Institute
Monday, January 9, 2023
November
15
Tuesday
2022 NAEPC Annual Conference
Tuesday, November 15, 2022
August
24
Wednesday
The Medicaid Asset Protection Trust: From Initial Consult to Funding
Wednesday, August 24, 2022
March
28
Monday
2022 Heckerling Institute
Monday, March 28, 2022, 8:00 am - 12:30 pm
February
24
Thursday
The Gathering 2022
Thursday, February 24, 2022
February
24
Thursday
Special Needs Planning Symposium 2022
Thursday, February 24, 2022, 8:30 am - 1:30 pm
November
2
Tuesday
2021 NAEPC Annual Conference
Tuesday, November 2, 2021, 11:00 am - 5:30 pm
May
3
Monday
2021 Heckerling Institute
Monday, May 3, 2021
February
18
Thursday
Special Needs Planning Symposium 2021
Thursday, February 18, 2021
February
27
Thursday
The Gathering 2020
Thursday, February 27, 2020
January
14
Monday
2019 Heckerling Institute
Monday, January 14, 2019
Orlando World Center Marriott
June
13
Wednesday
Mega CPE Conference
Wednesday, June 13, 2018
Disney's Contemporary Resort, Bay Lake, FL, United States
June
11
Monday
AICPA Engage 2018
Monday, June 11, 2018
MGM Grand, South Las Vegas Boulevard, Las Vegas, NV, United States
May
6
Sunday
IMCA 2018 Annual Conference Experience (ACE)
Sunday, May 6, 2018
Music City Center, 5th Avenue South, Nashville, TN, United States
February
25
Sunday
ABA Wealth Management and Trust Conference
Sunday, February 25, 2018
101 Red River Street, Austin, Texas 78701, United States
February
22
Thursday
The Gathering 2018
Thursday, February 22, 2018, 7:00 am - 5:15 pm
910 Broadway Circle, San Diego, CA, USA
February
22
Thursday
The Gathering 2018
Thursday, February 22, 2018
February
15
Thursday
STEP-OC 7th Annual Institute on Tax, Estate Planning and The Economy
Thursday, February 15, 2018
690 Newport Center Drive, Newport Beach, California 92660, USA
February
15
Thursday
Special Needs Planning Symposium
Thursday, February 15, 2018
Hyatt Vineyard Creek, Railroad Street, Santa Rosa, CA, United States
January
22
Monday
The 2018 Heckerling Institute on Estate Planning
Monday, January 22, 2018
Orlando World Center Marriott, Orlando, FL, United States
January
8
Monday
AICPA Personal Financial Planning Summit
Monday, January 8, 2018
Terranea Resort, 100 Terranea Way, Rancho Palos Verdes, CA, United States
November
15
Wednesday
54th Annual NAEPC Advanced Estate Planning Strategies Conference
Wednesday, November 15, 2017
The Roosevelt New Orleans, Roosevelt Way, New Orleans, LA, United States
November
9
Thursday
62nd Annual Estate Planning Seminar
Thursday, November 9, 2017
Washington State Convention Center, Pike Street, Seattle, WA, United States
November
3
Friday
The 43rd Annual Trust and Estate Conference
Friday, November 3, 2017
USC Gould School of Law, Exposition Boulevard, Los Angeles, CA, United States
October
26
Thursday
2nd Annual Smart Beta Strategies Summit
Thursday, October 26, 2017
Sheraton Boston Hotel, Dalton Street, Boston, MA, United States
October
26
Thursday
National Aging and Law Conference 2017
Thursday, October 26, 2017
DoubleTree by Hilton, 8727 Colesville Road, Silver Spring, MD, United States
October
25
Wednesday
FINCON Dallas
Wednesday, October 25, 2017
Sheraton Dallas Hotel, North Olive Street, Dallas, TX, United States
October
25
Wednesday
The 2017 Southern California Tax & Estate Planning Forum
Wednesday, October 25, 2017
Manchester Grand Hyatt San Diego, Market Place, San Diego, CA, United States
October
25
Wednesday
Family Office & Private Wealth Management Forum West 2017
Wednesday, October 25, 2017
Napa Valley Marriott, Hayes Street, Napa, CA, United States
October
18
Wednesday
NAPFA 2017 FAll Conference
Wednesday, October 18, 2017
Omni Orlando Resort at ChampionsGate, Four Corners, FL, United States
October
16
Monday
2017 FPA Annual Symposium
Monday, October 16, 2017
Minneapolis Convention Center, 2nd Avenue South, Minneapolis, MN, United States
October
12
Thursday
39th Annual Duke University Estate Planning Conference
Thursday, October 12, 2017
Duke University, Durham, NC, United States
October
11
Wednesday
2017 Executive Forum and Industry Awards
Wednesday, October 11, 2017, 1:00 pm - 5:00 pm
The Plaza Hotel, 768 5th Avenue, New York, NY 10019, United States
October
5
Thursday
2017 Estate Planning Workshop
Thursday, October 5, 2017, 8:00 am - 4:30 pm
Boulders Resort & Spa, Curio Collection by Hilton, North Tom Darlington Drive, Scottsdale, AZ, United States
October
3
Tuesday
WealthCounsel National Conference-Symposium 2017
Tuesday, October 3, 2017
Loews Hollywood Hotel, Highland Avenue, Los Angeles, CA, United States
September
26
Tuesday
Woman’s Career Summit
Tuesday, September 26, 2017, 8:00 am - 4:30 am
230 Franklin Rd, Franklin, TN 37064, United States
September
14
Thursday
Women’s Investment Management Leadership Summit 2017
Thursday, September 14, 2017
Crowne Plaza Times Square Manhattan, Broadway, Manhattan, New York, NY, United States
September
7
Thursday
13th Annual Jerry A. Kasner Estate Planning Symposium
Thursday, September 7, 2017, 10:00 am - 10:00 pm
Santa Clara Convention Center, Great America Parkway, Santa Clara, CA, United States
June
23
Friday
FPA NexGen Gathering
Friday, June 23, 2017
North Central College, Chicago Metropolitan Area, North Brainard Street, Naperville, IL, United States
June
12
Monday
AICPA Engage 2017
Monday, June 12, 2017
MGM Grand, South Las Vegas Boulevard, Las Vegas, NV, United States
May
21
Sunday
FI360 Conference 2017
Sunday, May 21, 2017
Omni Nashville Hotel, 5th Avenue South, Nashville, TN, United States
May
11
Thursday
8th Annual Inside Retirement Investing for Longevity
Thursday, May 11, 2017
Hyatt Regency Dallas, Reunion Boulevard, Dallas, TX, United States
May
9
Tuesday
3rd Annual Invest In Women Conference
Tuesday, May 9, 2017
Hyatt Regency Dallas, Reunion Boulevard, Dallas, TX, United States
April
27
Thursday
36th Annual Kansas City Estate Planning Symposium
Thursday, April 27, 2017
6000 College Blvd, Overland Park, KS 66211, United States
April
25
Tuesday
NAELA Annual 2017 Conference
Tuesday, April 25, 2017
110 Huntington Avenue, Boston, MA 02116, United States
April
24
Monday
FPA Retreat 2017
Monday, April 24, 2017
Chateau Elan Winery & Resort, Rue Charlemagne Drive, Braselton, GA, United States
April
20
Thursday
29th Annual Spring Symposia 2017
Thursday, April 20, 2017
1111 14th St, Denver, CO 80202, United States
March
5
Sunday
American Tax Planning Institute Enhanced Strategies Summit
Sunday, March 5, 2017
Hyatt Regency Orlando International Airport, Jeff Fuqua Boulevard, Orlando, FL, United States
February
22
Wednesday
ABA Wealth Management and Trust Conference
Wednesday, February 22, 2017
600 Loyola Avenue, New Orleans, LA 70113, United States
February
9
Thursday
2017 Investment Advisor Forum
Thursday, February 9, 2017
New York Hilton Midtown, 1335 Avenue of the Americas, New York, NY 10019, United States
February
9
Thursday
13th Annual Changes and Trends Affecting Special Needs Trusts
Thursday, February 9, 2017
Radisson Hotel & Suites Austin Downtown, East Cesar Chavez Street, Austin, TX, United States
January
23
Monday
AICPA Personal Financial Planning Summit
Monday, January 23, 2017
100 Terranea Way, Rancho Palos Verdes, CA, United States
January
23
Monday
STEP 6th Annual Institute on Tax, Estate Planning and the Economy
Monday, January 23, 2017
4500 MacArthur Blvd, Newport Beach, California 92660, United States
January
9
Monday
The 2017 Heckerling Institute on Estate Planning
Monday, January 9, 2017
8701 World Center Dr, Orlando, FL 32821, United States
November
16
Wednesday
53rd Annual NAEPC Advanced Estate Planning Strategies Conference
Wednesday, November 16, 2016
300 East Wigwam Boulevard, Litchfield Park, Arizona 85340, United States
November
14
Monday
AICPA National Tax Conference
Monday, November 14, 2016
Washington Marriott Wardman Park, Woodley Road Northwest, Washington, DC, United States
November
10
Thursday
The AICPA Sophisticated Tax Planning for Your Wealthy Clients
Thursday, November 10, 2016
10 Huntington Ave, Boston, MA 02116, United States
November
2
Wednesday
AICPA Women’s Global Leadership Summit
Wednesday, November 2, 2016
The Westin Boston Waterfront, Boston, MA, United States
November
2
Wednesday
2016 Fall Boot Camp and Summit
Wednesday, November 2, 2016
3999 Mission Blvd, San Diego, CA 92109, United States
October
18
Tuesday
WealthCounsel National Conference 2016 Symposium
Tuesday, October 18, 2016
October
18
Tuesday
The Estate Planning & Elder Law Conference of 2016
Tuesday, October 18, 2016
Hyatt Regency Reston, 1800 Presidents Street, Reston, VA 20190, United States
October
13
Thursday
38th Annual Duke University Estate Planning Conference
Thursday, October 13, 2016
Duke University School of Law, Science Drive, Durham, NC, United States
September
29
Thursday
12th Annual Jerry A. Kasner Estate Planning Symposium
Thursday, September 29, 2016, 1:00 pm - 5:00 pm
Hilton Santa Clara, Great America Parkway, Santa Clara, CA, United States
September
29
Thursday
Peak Trust Company – Drafting Superior Trusts
Thursday, September 29, 2016, 8:30 am - 6:00 pm
3960 Las Vegas Boulevard South, Las Vegas, Nevada 89119, USA
September
26
Monday
2016 Fall Collegium
Monday, September 26, 2016
500 East 2nd Street, Reno, NV, United States
September
18
Sunday
#XYPN16
Sunday, September 18, 2016
Sheraton San Diego Hotel and Marina Bay Tower, Harbor Island Drive, San Diego, CA, United States
August
1
Monday
2016 Advance Sales Forum
Monday, August 1, 2016
The Peninsula Chicago, East Superior Street, Chicago, IL, United States
July
18
Monday
AICPA Advanced Estate Planning Conference
Monday, July 18, 2016
Washington Marriott Wardman Park, 2660 Woodley Road Northwest, Washington, D.C., DC 20008, United States
July
16
Saturday
109th AALL Annual Meeting & Conference 2016
Saturday, July 16, 2016
Hyatt Regency Chicago, Chicago, IL, United States
June
18
Saturday
2016 AICPA Advanced Estate Planning Conference
Saturday, June 18, 2016, 10:00 am - 8:00 pm
June
12
Sunday
Advanced Personal Financial Planning Conference
Sunday, June 12, 2016
MGM Grand, South Las Vegas Boulevard, Las Vegas, NV, United States
April
25
Monday
FPA Retreat 2016 Full Conference
Monday, April 25, 2016
The Wigwam, Wigwam Lane, Litchfield Park, AZ, United States
April
6
Wednesday
NAELA’s Annual Conference
Wednesday, April 6, 2016
Denver Marriott City Center, 1701 California St, Denver, CO, United States
February
25
Thursday
The Tax Planning Institute Advanced Strategies Summit
Thursday, February 25, 2016
Orlando, FL, United States
February
25
Thursday
The Gathering 2016
Thursday, February 25, 2016, 7:00 am - 6:30 pm
11966 Old El Camino Real, San Diego, CA 92130, United States
January
28
Thursday
The 2016 NAELA Summit
Thursday, January 28, 2016
Island Hotel 690 Newport Center Drive Newport Beach, CA 92660
January
25
Monday
2016 Step Orange County Institute
Monday, January 25, 2016
Fairmont Newport Beach, Macarthur Boulevard, Newport Beach, CA, United States
January
18
Monday
AICPA’s 2016 Advanced Personal Financial Planning Conference
Monday, January 18, 2016
3600 S Las Vegas Blvd, Las Vegas, NV 89109, USA
January
11
Monday
The 2016 Heckerling Institute on Estate Planning
Monday, January 11, 2016
Orlando, FL, United States
November
18
Wednesday
52nd Annual NAEPC Advanced Estate Planning Strategies Conference
Wednesday, November 18, 2015
Amelia Island, Florida
October
22
Thursday
The 35th Annual Southern California Tax & Estate Planning Forum
Thursday, October 22, 2015
Manchester Grand Hyatt Hotel, San Diego, California
July
20
Monday
AICPA’s 2015 Advanced Estate Planning Conference
Monday, July 20, 2015
555 South Main Street, Salt Lake City, UT 84111, United States
July
14
Tuesday
WealthCounsel National Conference 2015 Symposium
Tuesday, July 14, 2015, 7:00 am - 12:00 pm
1 Park Blvd, San Diego, California 92101, United States
June
4
Thursday
California Forum 2015 Allied Professionals Day
Thursday, June 4, 2015, 8:30 am - 6:30 pm
Morgan Run Club and Resort, Cancha De Golf, Rancho Santa Fe, CA, United States
May
14
Thursday
2015 NAELA Annual Conference
Thursday, May 14, 2015
JW Marriott Orlando Grande Lakes, 4040 Central Florida Parkway Orlando, FL
March
28
Saturday
9th Annual Meeting of the Academy of Special Needs Planners
Saturday, March 28, 2015, 8:00 am - 12:30 pm
Omni Charlotte Hotel, East Trade Street, Charlotte, NC, United States
February
26
Thursday
The Gathering 2015
Thursday, February 26, 2015, 7:30 am - 5:00 pm
11966 El Camino Real, San Diego, CA 92130, United States
January
18
Sunday
2015 AICPA Tax Efficient Investing Seminar with Robert Keebler
Sunday, January 18, 2015, 8:00 am - 5:00 pm
Bellagio, South Las Vegas Boulevard, Las Vegas, NV, United States
January
17
Saturday
The 2015 AICPA Implementing Personal Financial Planning Services: Step-by-Step Plans for Success & Advanced PFP Conference
Saturday, January 17, 2015
Las Vegas, NV, United States
January
12
Monday
The 2015 Heckerling Institute on Estate Planning
Monday, January 12, 2015
Orlando, FL, United States
November
17
Monday
The AICPA Sophisticated Tax Planning for Your Wealthy Clients
Monday, November 17, 2014
Philadelphia, PA, United States
November
7
Friday
6th Annual Gift Planning Advisors Conference
Friday, November 7, 2014, 8:30 am - 1:30 am
The Las Vegas Country Club, Joe W Brown Drive, Las Vegas, NV, United States
November
5
Wednesday
The 51st Annual NAEPC National Conference: “The Multi-Disciplinary Approach to Estate Planning”
Wednesday, November 5, 2014
San Antonio, TX, United States
October
24
Friday
The 10th Annual Jerry A. Kasner Estate Planning
Friday, October 24, 2014
Santa Clara, CA, United States
October
16
Thursday
The 2014 Annual Southern California Tax & Estate Planning Forum
Thursday, October 16, 2014
San Diego, CA, United States
August
10
Sunday
LPL Financial’s 2014 National Conference: focus 2014
Sunday, August 10, 2014
San Diego, CA, United States
July
21
Monday
The AICPA Advanced Estate Planning Conference
Monday, July 21, 2014
Chicago, IL, United States
July
17
Thursday
Ed Slott and Company’s 2-Day IRA Workshop
Thursday, July 17, 2014
Chicago, IL, United States
July
16
Wednesday