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Conference Season in Chicago

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Although this year is an exception, we generally have a short non –winter season here in Chicago.  For my money there is no better city for a conference when the weather is nice. 
Sponsors of financial conferences have certainly noticed this and “conference season” is in full swing through early fall.
Yesterday I attended a one-day session sponsored by Pension & Investments Magazine called the 401(k) Investment Line-up Summit.  There were some excellent sessions geared toward retirement plan sponsors and those of us who provide consulting advice to them.
Tomorrow and Friday I will be attending the Fi360 Conference downtown.  I’ve been a user of their Toolkit product for a number of years and have a great deal of respect for the organization.  I am looking forward to many of the sessions.  I will be posting about my experience at the conference here next week.
In May I will be attending the NAPFA (the largest professional organization of fee-only financial advisors in the country) conference here.  It’s always great to see many of my fellow advisors.  As good as the conference sessions might be I always learn more from ad hoc conversations with my fellow advisors.
Finally in June I will be attending the Morningstar Investment Conference.  This conference has really grown over the past decade and always provides insights into the investment process and into specific investment vehicles.
You might be saying to yourself, that’s quite a time commitment.  You are correct.  I have bi-annual continuing education requirements as both a CFP® and as a NAPFA Registered Advisor.  Besides fulfilling those requirements, these conferences are great opportunities to learn from great speakers and to talk shop with other advisors.  My clients pay me for what I know it is my responsibility to stay current within my industry.
Thankfully I really enjoy learning about financial planning, investments, retirement plans, and related areas.  These conferences are hardly all fun and games.  The days are typically long and I generally commute back and forth from home to downtown each day for local events.  There are conference fees and the added cost of travel for out of town events.
Overall the benefits far outweigh the costs in terms of time and money.  Next time you talk with your financial advisor or if you are trying to select one ask them how they keep current and what types of conferences they attend.  There’s no right answer, but listen and judge their response for yourself.
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  1. [...] those strategies, I’ve learned to be an intent, but detached listener of pitches.  I attend several conferences throughout the year and listen in on any number of webinars and conference calls on a regular [...]

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