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Calendar Alert: Top Planning Conferences of 2015

October 10, 2014

Nerd’s Eye View, a popular blog for financial planners, is out with its pick of next year’s must-attend advisor conferences. Michael Kitces, author of the post and the blog’s mainstay, should know what he’s talking about. He’s an advisor with Pinnacle Advisory Group and an industry consultant who, when 2014 ends, will have spoken at around 70 conferences this year.

As best event in terms of overall value, the blog names the Financial Planning Association’s NorCal regional conference, which takes place next May 26 and 27 in San Francisco. Though “technically a ‘regional’ event,” Kitces says, it “holds its own against any national financial-planning conference around, with up to six simultaneous breakout tracks that are so quality it’s actually difficult to choose just one.”

Nerd’s Eye View’s practice-management pick is Bob Veres Insider’s Forum, scheduled for Sept. 28 through 30 in Chandler, Ariz. “Veres’ event focuses heavily on bringing in quality vendors and consultants to its ‘by-invitation-only’ exhibit hall,” writes Kitces. “So if you’re struggling in trying to find appropriate business solutions and looking for a shortcut to the best-in-class options, the Insider’s Forum exhibit hall alone may make the trip worthwhile!”

As the top technology-focused gathering, Nerd’s Eye View points to the Technology Tools for Today, or T3, conference on Feb. 12 through 14 in Dallas. (There could actually still be time to hit the event’s 2014 edition in Atlanta from November 11 through 13.) The blog says T3 “has become a staple of the financial-advisor conference scene” and “a popular place for the leadership at technology vendors to meet with each other.”

For advisors in search of investing insights, Nerd’s Eye View suggests the Investment Management Consultants Association’s Annual Conference, scheduled for April 26 through 29 in Las Vegas. “The distinction of the IMCA conference is that the content is truly targeted for advisors and the issues they face in managing portfolios,” says Kitces.

And finally, for advanced planners, Nerd’s Eye View recommends the FPA’s yearly Retreat, slated to take place in Atlanta from April 20 through 23.

By Thomas Coyle
  • To read the Nerd’s Eye View article cited in this story, click here.