Where We'll Be

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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.