*Click on a tab or + sign below to see events
2020 Sightings
2020 T3 Advisor Conference
Feb. 17-20, 2020
San Diego, CA
2020 T3 Enterprise Conference
Oct. 21-23, 2020
Las Vegas, NV
Feb. 17-20, 2020
San Diego, CA
2020 T3 Enterprise Conference
Oct. 21-23, 2020
Las Vegas, NV
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
Pershing Insite Conference
June 12-14, 2019
Phoenix, AZ
Bob Veres Insiders Forum
Sept. 9-13, 2019
Nashville, TN
FPA Illinois CAP
Sept. 18, 2019
Chicago, IL
Ed Slott IRA 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
2019 T3 Enterprise Conference
October 28-30, 2019
Ft. Lauderdale, FL
Schwab IMPACT
Nov. 4-7, 2019
San Diego, CA
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
Pershing Insite Conference
June 12-14, 2019
Phoenix, AZ
Bob Veres Insiders Forum
Sept. 9-13, 2019
Nashville, TN
FPA Illinois CAP
Sept. 18, 2019
Chicago, IL
Ed Slott IRA 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
2019 T3 Enterprise Conference
October 28-30, 2019
Ft. Lauderdale, FL
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
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
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
Orion Fuse 2018
Sept. 5-7, 2018
Miami Beach, FL
Orion Fuse 2017
Sept. 7-10, 2017
Park City, UT
Orion Fuse 2016
Sept. 8-10, 2016
Park City, UT
Fidelity's "Be Greater" Awards
Oct. 25, 2016
Dallas, TX
Fidelity's "Be Greater" Awards
Oct. 30, 2015
Boston, MA
Orion’s Fuse Hackathon
Sept. 12, 2015
Park City, UT
TD Ameritrade’s Veo® Integrated Awards
June 23, 2015
Jersey City, NJ
Sept. 5-7, 2018
Miami Beach, FL
Orion Fuse 2017
Sept. 7-10, 2017
Park City, UT
Orion Fuse 2016
Sept. 8-10, 2016
Park City, UT
Fidelity's "Be Greater" Awards
Oct. 25, 2016
Dallas, TX
Fidelity's "Be Greater" Awards
Oct. 30, 2015
Boston, MA
Orion’s Fuse Hackathon
Sept. 12, 2015
Park City, UT
TD Ameritrade’s Veo® Integrated Awards
June 23, 2015
Jersey City, NJ