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May 2015

United Planners Annual Conference 2015

May 28 - May 30
Arizona Biltmore,
2400 E. Missouri, Phoenix, AZ 85016 United States
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June 2015

June 2015 Tech Lab

June 3 - June 4
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Register for the June 2015 Tech Lab in Omaha, Neb.

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Claraphi Annual Conference

June 5 - June 7
Laguna Cliffs Marriott Resort & Spa,
25135 Park Lantern, Dana Point, CA 92629 United States
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WEG Annual Conference 2015

June 11 - June 12
Westin Chicago North Shore,
601 N. Milwaukee Avenue, Wheeling, IL 60090 United States
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InVest Conference 2015

June 18 - June 19
New York Hilton Midtown,
1335 AVENUE OF THE AMERICAS, New York, NY 10019 United States
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FOR TWO DAYS IN JUNE the wealth management community will gather to discuss how technology is changing and transforming how millennials, GenX and Boomers invest, save and receive financial advice. EMERGING DISRUPTORS and the established market will join with technology vendors and venture investors to explore and debate the future of the industry—where it’s at.

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July 2015

LPL Financial Focus 2015

July 26 - July 29
Boston Convention Center,
415 Summer St, Boston, MA 02210 United States
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The LPL Financial annual conference has earned a reputation as the premier sales and education event in the financial services industry. Designed for advisors and staff of all levels within Independent Advisor Services and Institution Services. The LPL Financial Focus 2015 Conference offers advisors and staff of all levels opportunities to: An energizing opening-night concert featuring the legendary Hall and Oates! Industry-leading speakers who will share business insights and perspectives on the global economy, including former Federal Reserve Chairman Ben Bernanke. Connect to new ideas and professional resources through hundreds of inspiring and educational pre-conference workshops and breakouts designed for all career levels. Gain valuable knowledge on the latest technologies, operational efficiencies, partner programs and other enhancements designed to grow your business, increase profitability and improve the services you offer to clients. Hear from notable securities industry experts as they address relevant and pressing topics affecting our industry today, as well as candid insights from inspiring keynote speakers. Discover key business development opportunities in a dynamic expo.

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August 2015

Get Connected 2015

August 8 - August 12
Keystone Resort,
0633 Tennis Club Road, Keystone, CO 80435 United States
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Matrix Financial Solutions is excited to host its 15th annual “Get Connected” conference August 9-12. As in years past, Get Connected 2015 will focus on providing financial services professionals with the opportunity to learn, network and lead. To that point, this year’s conference theme is Entrepreneurship and Leadership. Our breakout sessions and keynotes will focus around this theme and enable you to take away information and techniques to help you better understand today’s industry changes and challenges and how you can be best prepared to leverage these changes and challenges into real business opportunities.  

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Laser App Conference 2015

August 18 - August 21
San Diego Marriott Marquis & Marina,
333 West Harbor Drive, San Diego, CA 92101 United States
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The Laser App Conference is specifically designed to bring financial firm executives into a collaborative environment. You will learn about new technology, watch live demonstrations of integrated solutions, pick up on industry trends, ask questions of your peers, and take home actionable information. The Laser App conference is hosted in beautiful San Diego California on the Marina. The weather is always 70 degrees and sunny. The hotel is conveniently located just a few minutes (a $10 cab ride) from San Diego International Airport. Rooms are discounted at a special nightly rate. All conference rooms are located in the hotel.

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September 2015

Dreamforce 2015

September 15 - September 18
Moscone Center,
800 Howard St , San Francisco, CA 94103
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XY Planning Network 2015 Conference

September 15 - September 17
Westin Charlotte,
601 South College Street, Charlotte, SC 28202 United States
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About the XY Planning Network Conference #XYPN15 is the first ever financial planning conference geared towards advisors that want to focus on working with Gen X and Gen Y clients. What this conference is all about: » Building a community of financial advisors that are passionate about working with Gen X & Gen Y clients » Learning how to build and successfully run your own fee-only firm » A fun, energetic conference that allows you to engage with both the content and other attendees to learn and expand your network. You can leave the suit and tie at home What this conference isn’t: » No “economic outlook” presentations or other dull, draining content that make you want to go back to your room for a mid-day nap » No boring keynote presenters droning on about things that don’t apply to you or your business » A high priced conference, at a $300/night hotel, that ends up costing thousands of dollars to attend

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