Where We'll Be


FPA Annual Conference, October 2-4, 2017

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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Orion Ascent Conference, September 18-20, 2017

Ascent is the best place for Orion users to reach new heights in their understanding of how to use Orion. Enjoy three days designed to empower attendees with actionable training sessions to further their knowledge of the Orion platform and gain deeper insights into the financial technology industry overall.

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IMPACT® 2017, November 14-17

IMPACT® 2017 is bringing together thousands of experts and forward-thinking advisors at McCormick Place, North America’s largest convention center.

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