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2019 Sightings
TD LINC 2019
Feb. 8, 2019
San Diego, CA

Envestnet Advisor Summit
May 1-2, 2019
Austin, TX

Morningstar Investment Conference
May 8-10, 2019
Chicago, IL

Carson’s Excell Conference
May 8-10, 2019
Chicago, IL

TradePMR Synergy Conference
May 22-24, 2019
Palm Beach, FL

AICPA Engage Conference
June 9-13, 2019
Las Vegas, NV

Bob Veres Insiders Forum
Sept. 9-13, 2019
Nashville, TN

FPA Illinois CAP
Sept. 18, 2019
Chicago, IL

Ed Slott Workshop
Sept. 19, 2019
Dallas, TX

Advisor Engine Drive Summit
Sept. 23-25, 2019
Carlsbad, CA

NAPFA Fall Conference
Oct. 1-4, 2019
Chicago, IL

T3 Enterprise Conference
Date: TBD
Ft. Lauderdale, FL
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Schwab IMPACT
​Nov. 4-7, 2019
San Diego, CA
​2018 SIGHTINGS
​T3 Elite Advisor Symposium at The MarketCounsel Summit
​December 3, 2018
Four Seasons Las Vegas​​

FPA of Wisconsin 2018 Financial Planning Symposium
October 29, 2018
Elkhart Lake, WI

Schwab Impact Conference
Oct. 28 – 31, 2018
Washington, DC

FPA B.E. Annual Conference 2018
Oct. 3 -5, 2018
Chicago, IL

Bob Veres’ Insider’s Forum
September 24, 2018
San Diego​​​

T3 Tech Summit
July 23-24, 2018
Dallas, TX

AICPA Advanced Personal Financial Planning Conference
June 11-13, 2018​
Las Vegas, NV

The Excell Conference
May 30 - June 1, 2018
LAS Vegas, NV

TradePMR Synergy 2018 RIA Conference
​May 16-18, 2018
San Diego, CA

2018 T3 Advisor Conference
Feb. 6-9, 2018
Ft. Lauderdale, FL
2017 Sightings
​The MarketCounsel Summit
Dec. 4-7, 2017
Miami Beach, FL

​Schwab Impact Conference
Nov. 14-17, 2017
Chicago, IL​​

​2017 T3 Enterprise Conference
Oct. 30 - Nov. 1, 2017
Las Vegas, NV

​Ed Slott’s Elite IRA Advisor Group Workshop
Oct. 26-28, 2017
Kansas City, MO

​​Riskalyze – Fearless Investing Summit
Oct. 4-6, 2017
Lake Tahoe, NV

​FPA B.E. Annual Conference
Oct. 2-4, 2017
Nashville, TN

​Orion Ascent
Sept. 18-20, 2017
​Scottsdale, AZ

​​​SS&C Deliver
Sept. 12-14, 2017
Chicago, IL

​​Bob Veres’ Insider’s Forum
Sept. 6-8, 2017
Nashville, TN​​

​LPL Focus 2017
July 30 - Aug. 2, 2017
Boston, MA

​AICPA Engage Conference
June 11-15, 2017
​Las Vegas, NV

​The Excell Conference
May 31 - June 2, 2017
Las Vegas, NV​

​NAPFA National Spring Conference
May 17-19, 2017
Seattle, WA​

​TradePMR Syngery Conference
May 3-5, 2017
Miami, FL

​SSG – Shareholders Service Group Conference
April 26-27, 2017
San Diego, CA

​MarketWatch FinTech Panel
April 5, 2017
Boston, MA

​​CFA Institute Wealth Management Conference
March 8, 2017
Nashville, TN
Judging Events