Top Financial Planner Conferences to attend in 2020

What are the top Financial Planner conferences to attend in 2020?

One of our most popular blog posts last year looked at the best events for Financial Planners.

With Financial Planners already making plans for which events to attend in 2020, here’s our updated list.

We hope to see you at a few of these later this year!

Do bookmark this post and check back; we’ll add more events as dates and details get announced.

Science of Retirement Conference 2020

Thursday 5th March 2020 in London

Organised and hosted by Abraham Okusanya, this popular conference with its focus on retirement income planning feature the following confirmed speakers: David Schneider, Professor Javier Estrada, Romi Savova, Sarah Lord, Amyr Rocha-Lima, Barry Horner, Abraham Okusanya and Dennis Hall.

Find out more and book tickets at https://finalytiq.co.uk/sorc20-tickets/

NextWealth Live 2020

Tuesday 24th March 2020 in London

NextWealth Live is the annual conference that brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. The theme for the 2020 conference is ‘reimagining retail investing’.

Find out more and register at nextwealth.co.uk/live

Professional Adviser 360 Conference

Thursday 21st April 2020 in London

A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

Find out more and register at event.professionaladviser.com/PA360/en/page/home

Verve Group Annual Conference

Wednesday 3rd June 2020 in London

The theme of this conference is ‘Evolution’. The world of finance has evolved hugely in the last decade, with new initiatives, culture shifts and progress in changing the face of finance. This conference will shine a spotlight on what’s been before and what exciting changes are ahead for the industry.

Find out more and register at weareverve.co.uk/evolution

Financial Planner Marketing Summit 2020

Friday 19th June 2020 in Surrey

The Financial Planner Marketing Summit hosted by Bamford Media is a unique event where ambitious Financial Planners share in the latest insights and ideas of marketing for Financial Planners.

Confirmed speakers are James Wallman, Herman Brodie, Catherine Morgan, David Scarlett, Martha Lawton and Robin Powell.

Find out more and book tickets at https://bamfordmedia.co.uk/fpms/

NextGen Planners Conference 2020

25th June 2020 in London

This conference is a full-day event designed specifically around the challenges new and aspiring planners face in their career.

Find out more at https://www.nextgenplanners.co.uk/ProductDetails.aspx?ProductID=222

Back2Y

23rd September 2020 in Birmingham

BACK2Y – The Lifestyle Financial Planning Conference, held in the UK and listed by Michael Kitces as one of the best 16 advisor conferences globally. BACK2Y is a unique, unsponsored, ticket only event that promises to get advisers back to WHY. The goal of each conference is to help advisers deliver better client outcomes – by successfully adopting, communicating and delivering lifestyle financial planning. Around 500 advisors annually attend BACK2Y, and last year well over 100 were from overseas, many making the trip from the US, Canada, Australia and South Africa.

Find out more and register at https://www.back2y.co.uk/the-conference

CISI Financial Planning Annual Conference

TBC – Usually September/October in Birmingham

PFS Festival of Financial Planning 2020

3rd & 4th November 2020 in Birmingham

A festival of financial planning where you’ll be educated and entertained, taken beyond the familiar and encouraged to push boundaries. A hothouse for ideas and inspiration.

Find out more at: www.pfsfestival.org

Humans Under Management

26th November 2020 in London

Details to follow

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Did we miss any? Get in touch at hello@bamfordmedia.co.uk and we’ll add your Financial Planner conference to the post.

Top Financial Planner conferences to attend in 2020