Where We'll Be


National LINC 2018, January 31 - February 3

Vital learnings. Priceless connections. Insights and positive influences. Gather it all, bring it home and see how it contributes to your success. 

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2018 T3 Conference Advisor Edition, February 6-9, 2018

The leading practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, advisors will emerge with timely information and insights on how to build a more efficient and profitable business.

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IAA Investment Adviser Association Compliance Conference, March 15-16, 2018

The IAA’s annual Investment Adviser Compliance Conference is a comprehensive two-day program that provides investment advisers with the most current information available on the changing regulatory landscape.

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AICPA ENGAGE 2018, June 9-14, 2018

There’s no time for the ordinary. What you will find at AICPA ENGAGE: four days of thought-provoking questions, candid insights, deep technical dives and even some radical ideas. It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

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FPA Annual Conference 2018, October 3-5, 2018

The FPA Annual Conference is one of the largest financial planning conferences held each year, attracting CFP® professionals and financial planning thought leaders from across the globe. The gathering is built around the sharing of practical strategies, tactics and knowledge, all designed to help you take immediate action when you return to the office.

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To schedule a member of the RIA in a Box team to speak at an investment adviser industry event, click here.