Upcoming Events

For more information or to register, click on the event name below.

In-Person and Virtual Events

23rd Annual IAFP Symposium

Wednesday, September 24 – Saturday, September 27, 2025
Location: Vancouver Island Conference Centre, Nanaimo, BC.

Theme: The Fellowship of the IAFP – One Plan To Rule Them All. A financial quest in middle Earth.
(Based on the Lord of the Rings).

This event will be broadcast virtually as well.
23+ CE Credits

 

Webinars 

Symposium Case Study with Snap Projections – Part 1 of 2

August 19, 2025 – 1:00 – 2:00 PM EST

This is a two-part series.  Part one will conduct a deep dive into the 2025 IAFP Symposium Case Study.  In this first session, you will get acquainted with the Snap Projections software and will focus on helping one of the Hobbits and his family adjust to their new lives in Canada.

This session has been accredited by the IAFP for 1 Practice Management Credit.  Accreditation has been applied for from FP Canada as well.

Part two will take place on November 4, 2025, at 1:00 PM EST.  Stay tuned for registration details.

 

Podcast Series

The Advanced Financial Planner Podcast Series