Financial advisor conferences 2027 The year’s main events, every date checked.

Five US financial advisor conferences for 2027, with dates, cities and official links, each read from the organizer’s site on October 29, 2026.

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Next on the list

  • EstateConScottsdale, AZ · Feb 1–3, 2027
  • T3 Technology ConferenceLas Vegas, NV · Mar 22–25, 2027
  • NAPFA Spring National ConferenceSan Diego, CA · May 5–8, 2027

The main US financial advisor conferences in 2027 run from February to August: five events, each with its dates, city and official link below. We read every date from the organizer’s own site, not a listings site, and the page shows when.

Updated . Every date checked on the organizer’s own site.

The 2027 calendar

Five dates worth the trip.

In date order. The event’s name opens its official site.

  1. Feb11–3
  2. Mar122–25
  3. Apr0
  4. May15–8
  5. Jun16–9
  6. Jul0
  7. Aug124–26
Events per month · days in small type
US financial advisor conferences in 2027, in date order
EventDatesCityWho it is for
EstateCon Scottsdale, AZ
Omni Scottsdale Resort & Spa at Montelucia		 Advisors who work on estate and tax planning with their clients.
T3 Technology Conference Las Vegas, NV
The Cosmopolitan of Las Vegas		 Independent advisors and the people who choose their firm’s software.
NAPFA Spring National Conference San Diego, CA
Hilton San Diego Bayfront		 Fee-only planners; continuing education and peer networking.
MDRT Annual Meeting Orlando, FL Life insurance and financial services professionals who qualify for MDRT membership.
FPA Gather Portland, OR The Financial Planning Association’s national gathering for planners.

Each date was read from the event’s own site, linked from its name, on the day shown at the top of this page. Organizers do move dates, so confirm on their site before you book.

Which one

Pick by who is in the room.

The right event is the one where the people you need to meet already go.

  • 1Las Vegas, NV
  • 1Orlando, FL
  • 1Portland, OR
  • 1San Diego, CA
  • 1Scottsdale, AZ
Events per city
  • You choose the software your firm runs on T3 Technology Conference
  • You are fee-only and want continuing education with peers NAPFA Spring National Conference
  • Estate and tax planning is a bigger part of your work EstateCon
  • You are a CFP professional, or an FPA member FPA Gather
  • You sell life insurance alongside advice MDRT Annual Meeting
How to work the event

Meet fewer people, follow up with all of them.

Three habits for financial advisors, then the follow-up that turns a badge into a client. The whole playbook is in our guide to digital business cards at events.

  1. Before
    1. Card in Apple Wallet
    2. Five people to meet
  2. At the event
    1. Show your QR
    2. They save you
    3. They can send theirs back
    4. Note one detail
  3. After
    1. Follow up within two days
    2. By name, one detail
    3. Draft and reminder

  • Say what you do in one sentence

    Advisors meet other advisors, custodians and vendors. “Fee-only planner for physicians in Ohio” gets you remembered and referred; “wealth management” does not.

  • Keep compliance in mind

    What you hand out can count as communication with the public. A card with your name, firm, role and the disclosures your firm asks for keeps it simple; check with your compliance team before you add more.

  • Write down the referral, not the pitch

    The useful note after a conversation is who they serve and who they turn away. That is the line that makes a referral possible in six months.

  1. 1They scan your pass
  2. 2They save you
  3. 3They can send theirs back
  4. 4Pro drafts your follow-up

ExampleAnjali Rao and Tom Avery are invented.

Example · one swap, followed up

Cardr puts your card in Apple Wallet, so it opens with no signal on a crowded show floor. The person you meet scans it with their camera, saves you and can send their details straight back, and each exchange lands in your contact list with a note. For the card itself, see the digital business card for financial advisors page. For the email afterwards, use the conference follow-up templates.

Go with your card in Wallet.

Free, with no card details. Make it before you pack.

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Questions

Financial advisor conferences, answered.

What are the main financial advisor conferences in 2027?

EstateCon (Feb 1–3, 2027, Scottsdale, AZ); T3 Technology Conference (Mar 22–25, 2027, Las Vegas, NV); NAPFA Spring National Conference (May 5–8, 2027, San Diego, CA); MDRT Annual Meeting (Jun 6–9, 2027, Orlando, FL); FPA Gather (Aug 24–26, 2027, Portland, OR). Each date is from the organizer’s own site.

What is the best conference for financial advisors in 2027?

It depends on the job. T3 is the technology show, NAPFA serves fee-only planners, FPA Gather is the Financial Planning Association’s own, and EstateCon is for estate and tax planning. Pick the one whose room holds the people who refer to you.

Do advisor conferences count for CE credit?

Many sessions carry CFP Board or other continuing education credit, but it varies by session and by event. Each event’s own site lists what it offers; check before you register.

Why is the Morningstar Investment Conference not listed?

Morningstar’s site shows a 2027 date, but we could not read the full official page to confirm the dates and city when we checked, so it stays out until we can.

How do I follow up with people I meet at a conference?

Within a day or two, by name, with one thing they said. Our conference follow-up templates have one for each situation, and the trade show versions cover both sides of a booth.

Other industries

More 2027 calendars.

Months with events, by industry, 2027
JFMAMJJASOND
Real estate
Financial advisor
Insurance
Legal
Sales
Small business
Art
Each industry’s 2027 season
Real estate conferencesNine events, from Jan 26See the dates Insurance conferencesSix events, from Mar 31See the dates Legal conferencesSix events, from Feb 26See the dates Sales conferencesSix events, from Apr 12See the dates Small business conferencesSix events, from Jan 10See the dates Art fairsFour events, from Apr 8See the dates

All US conferences by industry

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