Stay Informed

Come to an upcoming conference to learn about new product developments, network with like-minded individuals in your respective fields and meet with FNI staff.

AICPA conferences

CCH events

Family Office
Metrics Events

Financial Research Associates Events

Charles Schwab
IMPACT 2010 / 2011

National Association of Estate Planners & Councils Events

CFA

CFA Institute

Upcoming Conferences and Tradeshows

Below is a list of conferences pertaining to our industry. 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.

AICPA – Tax Strategies for the High Income Individual

Las Vegas, NV - Bellagio
May 5-6, 2011

Now in its 25th year, the Tax Strategies Conference features an all-star cast of prominent tax experts who share their insights and the latest information about current tax issues that impact your high-income clients. Come hear the latest news and celebrate this milestone with us!

Hot topics include:

Estate and Income Tax Updates

IRS & Tax Practitioners

Best Tax Ideas

Preparing High-Income Clients for Retirement

Navigating Healthcare Reform

Planning with S Corps, Partnerships and LLCs

“Shark-Fin” CLATs

Learn more >

Stay Informed

Upcoming Conferences and Tradeshows

AICPA – Tax Strategies for the High Income Individual

Las Vegas, NV - Bellagio May 5-6, 2011

Las Vegas, NV - Bellagio
May 5-6, 2011