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
September 24 Tuesday 2024 WealthCounsel Symposium (National Conference) Tuesday, September 24, 2024, 9:30 am
August 24 Wednesday The Medicaid Asset Protection Trust: From Initial Consult to Funding Wednesday, August 24, 2022
February 24 Thursday Special Needs Planning Symposium 2022 Thursday, February 24, 2022, 8:30 am - 1:30 pm
June 16 Saturday ACE 2018-IMA Annual Conference & Expo Saturday, June 16, 2018 Indianapolis, IN, United States
June 13 Wednesday Mega CPE Conference Wednesday, June 13, 2018 Disney's Contemporary Resort, Bay Lake, FL, United States
June 11 Monday AICPA Advanced Personal Financial Planning Conference Monday, June 11, 2018 MGM Grand, South Las Vegas Boulevard, Las Vegas, NV, United States
June 11 Monday AICPA Engage 2018 Monday, June 11, 2018 MGM Grand, South Las Vegas Boulevard, Las Vegas, NV, United States
May 16 Wednesday 2018 Annual Meeting and Convention Wednesday, May 16, 2018 Borgata Hotel Casino & Spa, Borgata Way, Atlantic City, NJ, 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
April 23 Monday FPA Retreat 2018 Monday, April 23, 2018 The Wigwam, Wigwam Lane, Litchfield Park, AZ, United States
April 12 Thursday 12th Annual Meeting Of The Academy of Special Needs Planners Thursday, April 12, 2018 Henderson, NV, 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 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
February 13 Tuesday 2018 STEP Orange County Annual Institute Tuesday, February 13, 2018 The Waterfront Beach Resort, Coast Highway, Huntington Beach, 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
January 3 Wednesday National CLE Conference 2018 Wednesday, January 3, 2018 Vail, Colorado, United States
December 13 Wednesday 65th Annual Taxation Conference Wednesday, December 13, 2017 DoubleTree by Hilton Hotel Austin, 6505 N Interstate 35, Austin, Texas, United States
December 12 Tuesday Gear Up CPE-Magic Week Conference Tuesday, December 12, 2017 Disney's Yacht Club Resort, Epcot Resorts Boulevard, Orlando, FL, United States
December 4 Monday Global CPE-Las Vegas Federal Tax Update 2017 Monday, December 4, 2017 Excalibur Hotel & Casino, South Las Vegas Boulevard, Las Vegas, NV, United States
December 4 Monday AICPA Digital CPA 2017 Conference Monday, December 4, 2017 San Francisco Marriott Marquis, Mission Street, San Francisco, CA, United States
December 4 Monday Gear Up CPE-Royal Flush Conference Monday, December 4, 2017 Mirage Las Vegas, South Las Vegas Boulevard, Las Vegas, NV, 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 8 Wednesday AICPA Women’s Global Leadership Summit Wednesday, November 8, 2017 The Westin Chicago River North, 320 North Dearborn Street, Chicago, IL 60654, 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
November 1 Wednesday 2017 Fall Meeting & Education Conference Wednesday, November 1, 2017 Omni Rancho Las Palmas Resort & Spa, Bob Hope Drive, Rancho Mirage, CA, 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 26 Thursday 2nd Annual Smart Beta Strategies Summit Thursday, October 26, 2017 Sheraton Boston Hotel, Dalton Street, Boston, MA, 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 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 18 Wednesday NAPFA 2017 FAll Conference Wednesday, October 18, 2017 Omni Orlando Resort at ChampionsGate, Four Corners, FL, United States
October 18 Wednesday 2017 National Conference on Special Needs Planning and Special Needs Trusts Wednesday, October 18, 2017 The Vinoy® Renaissance St. Petersburg Resort & Golf Club, 5th Avenue Northeast, Saint Petersburg, 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
August 24 Thursday State and Local Government Accounting Conference Thursday, August 24, 2017 Rosen Plaza Hotel Orlando, 9700 International Dr, Orlando, FL 32819, United States
August 18 Friday Sections Convention 2017 Friday, August 18, 2017 1380 Harbor Island Drive, San Diego, CA 92101, United States
August 16 Wednesday Advanced Estate Planning Conference Wednesday, August 16, 2017 16641 La Cantera Parkway, San Antonio, Texas 78256, United States
August 3 Thursday 19th Annual Estate Planning, Guardianship and Elder Law Conference Thursday, August 3, 2017 Moody Gardens, Hope Boulevard, Galveston, TX, United States
August 2 Wednesday 2017 Texas NAELA Summer Conference Wednesday, August 2, 2017, 11:00 am - 8:30 pm Moody Gardens, Hope Boulevard, Galveston, TX, United States
July 15 Saturday 110th Annual AALL Annual Meeting & Conference Saturday, July 15, 2017 Hilton Garden Inn Austin Downtown Convention Center, North Interstate 35 Frontage Road, Austin, Tex, 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 17 Saturday ACE 2017 IMA’s Annual Conference & Expo Saturday, June 17, 2017 Sheraton Denver Downtown Hotel, 1550 Court Place, Denver, CO 80202, United States
June 12 Monday AICPA Engage 2017 Monday, June 12, 2017 MGM Grand, South Las Vegas Boulevard, Las Vegas, NV, United States
June 8 Thursday 37th Annual Estate Planning Retreat Thursday, June 8, 2017 Vail Marriott Mountain Resort, West Lionshead Circle, Vail, CO, United States
June 1 Thursday SEIA Finance & Tax Seminar Thursday, June 1, 2017 200 Park Ave, New York, NY 10166, 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 26 Wednesday The Morningstar Investment Conference 2017 Wednesday, April 26, 2017 2233 S Martin Luther King Dr, Chicago, Illinois 60616, 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 29 Wednesday 2017 Wealth Management & Trust Conference Wednesday, March 29, 2017 945 Gessner Road, Houston, TX 77024, 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 24 Friday The Gathering 2017 Friday, February 24, 2017, 7:30 am - 6:00 pm 4240 La Jolla Village Dr, La Jolla, CA 92037, USA
February 23 Thursday 21st Annual Elder & Special Needs Law Symposium Thursday, February 23, 2017 80 Carolina Vista Drive, Pinehurst, NC, 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 14 Tuesday 2017 T3 Advisor Conference Tuesday, February 14, 2017 Hyatt Regency Orange County, Harbor Boulevard, Garden Grove, CA, 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 27th annual CPE Tax Expo Monday, January 9, 2017 Sugar Land Marriott Town Square, Sugar Land, TX, 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 18 Friday CANHR’s 20th Annual Elder Law Conference Friday, November 18, 2016 400 Cannery Row, Monterey, CA 93940, United States
November 18 Friday 42nd Annual Trust and Estate Conference Friday, November 18, 2016, 8:45 am - 5:00 pm 404 S Figueroa St, Los Angeles, CA 90071, 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 7 Monday 61st Annual Estate Planning Seminar Monday, November 7, 2016 Washington State Convention Center, Convention Place, Seattle, WA, United States
November 2 Wednesday 2016 Fall Boot Camp and Summit Wednesday, November 2, 2016 3999 Mission Blvd, San Diego, CA 92109, United States
November 2 Wednesday AICPA Women’s Global Leadership Summit Wednesday, November 2, 2016 The Westin Boston Waterfront, Boston, MA, United States
October 27 Thursday National Aging and Law Conference 2016 Thursday, October 27, 2016 Hilton Alexandria Old Town, King Street, Alexandria, VA, United States
October 20 Thursday The 2016 Southern California Tax & Estate Planning Forum Thursday, October 20, 2016 Manchester Grand Hyatt San Diego, Market Place, San Diego, California, United States
October 19 Wednesday 2016 Special Needs Trusts – The National Conference Wednesday, October 19, 2016 The Vinoy Renaissance St. Petersburg Resort & Golf Club, 5th Avenue Northeast, Saint Petersburg, FL, United States
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 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 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 26 Monday 2016 Fall Collegium Monday, September 26, 2016 500 East 2nd Street, Reno, NV, United States
September 21 Wednesday FinCon16: Where Money & Media Meet Wednesday, September 21, 2016, 6:30 pm - 11:30 am San Diego, CA, 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 11 Thursday 18th Annual Estate Planning, Guardianship and Elder Law Conference Thursday, August 11, 2016, 8:00 am - 3:45 pm
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 17 Sunday IMCA 2016 Annual Conference Experience Sunday, April 17, 2016 Hyatt Regency Orlando, 9801 International Drive, Orlando, FL 32819, 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 Gathering 2016 Thursday, February 25, 2016, 7:00 am - 6:30 pm 11966 Old El Camino Real, San Diego, CA 92130, United States
February 25 Thursday The Tax Planning Institute Advanced Strategies Summit Thursday, February 25, 2016 Orlando, FL, 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
September 17 Thursday 11th Annual Jerry A. Kasner Estate Planning Symposium Thursday, September 17, 2015, 1:00 pm - 5:30 pm Santa Clara Convention Center, Great America Parkway, Santa Clara, CA, United States
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 30 Tuesday 2015 Annual AAA-CPA Meeting & Education Conference Tuesday, June 30, 2015, 1:00 pm - 8:00 am Hilton Branson Convention Center 200 East Main Street, Branson, Missouri, 65616
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
June 1 Monday 2015 Lawyers with Purpose Monday, June 1, 2015 Hilton St. Louis Airport, 10330 Natural Bridge Rd, St Louis, MO 63134, 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 29 Thursday The Ultimate Level – January 2015 Program in Los Angeles Thursday, January 29, 2015, 2:00 pm - 5:00 pm 300 North Harbor Drive, Redondo Beach, CA 90277, USA
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 Planning for the Generations 2014 Symposium (WealthCounsel National Conference) Wednesday, July 16, 2014 Denver, CO, United States
9th Annual Elder Law Retreat Beaver Run Resort & Conference Center, Village Road, Breckenridge, CO, United States
Tennessee Federal Tax Conference (615) Franklin Marriott Cool Springs, Cool Springs Boulevard, Franklin, TN, United States