Stay Informed

Come to an upcoming conference to learn about new product developments, network with others in your respective field and meet with our staff.

AICPA conferences

CCH events

Family Office
Metrics events

Financial Research Associates events

Charles Schwab
IMPACT 2011 / 2012

National Association of Estate Planners & Councils events

CFA Institute events

Upcoming Conferences and Tradeshows

Below is a list of conferences pertaining to our industry and we hope to see you at one of these events! Are there any events not listed you would like to see us attend? Please contact us with your suggestions at marketing@finnav.com.

Tax Strategies for the High-Income Individual - AICPA

Las Vegas, NV
April 29 - May 1, 2012

Join us at this AICPA tax strategies conference with an all-star cast of prominent experts who share the latest information on current tax issues that impact your high-income clients.

The Tax Strategies Conference will guide you through a myriad of timely tax-related subjects – zeroing in on the latest income and estate tax changes during this critical election year.

Learn more >

Fall Forum for Private Investors - Institute for Private Investors

San Francisco, CA
November 1-2, 2011

It was great to see you at this informative two day Institute for Private Investors event in San Francisco, CA.

Our CEO, Ed Van Deman, spoke at the Tech Transforms: Family Office Technology breakout session about technology trends affecting High-Net-Worth investors.

Learn more > (see Tuesday @ 3:00 p.m. session)