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2026 VIRTUAL FINANCIAL FORUM

2026 IARFC Virtual Financial Forum

Transition. Technology. Behavior. Belonging.
These four forces are shaping the future of financial advice—and they are the foundation of this year’s Financial Forum.

Across multiple days, Forum presenters share practical insights and proven strategies drawn directly from their real-world experience. They help financial professionals navigate change, build stronger firms, deepen client relationships, and lead with purpose in a rapidly evolving industry.

Whether you are starting your career in financial services or are a seasoned professional, you will learn from the experiences and perspectives of others. Each session is grounded in experience, not theory, providing ideas you can apply immediately to your practice.

The Financial Forum is more than a conference… It’s where transition meets innovation, insight meets action, and professionals come together to learn, connect, and belong.
 

Register Now

It's a Free Virtual Event!?

Register and attend the Financial Forum to receive your IARFC application for free
available exclusively to non-members in the United States.

Apply and use code 2026SAVE$100 by June 15th.

 

(Note: your registration gives you access to all the presentations over multiple day.)

 

PLEASE NOTE:
To register, a Zoom account is required. Log in with your current Zoom ID and password.
If you do not have a Zoom account, you can register for a Free Zoom account.
(You do not have to be an IARFC member to register.)

Continuing Education Credits 
16 hours towards IARFC CE requirements
 

Hosts

 

Barry Dayley, MRFC®
Built For Succession 
Thursday, April 23
Jeremy B. Nason, RFC®
The Augmented Intelligence Advisor
Friday, May 1

 


Michael Markey, MRFC®
Emotions Beat Math
Thursday, May 7


 
Cheryl Fainelli, RFC®

She Leads and The Firm Wins
Friday, May 15
                                   
 

Stacy Kahan, RFC®
Passing the Baton
Learn more...
Alana Kahan, RFC®
Passing the Baton		  
Cara Kahan, RFC®
Passing the Baton
 

Barry Dayley, MRFC®

Beyond The Exit

 
Isaac Dayley, RFC®
Beyond The Exit

Jeremy B. Nason, RFC®
Sandy Schussel
Learn more...

Greg Glista, RFC®
Learn more...		  

James Flanagan, MRFC®
Learn more....
Michael Markey, MRFC®

Juli McNeely
Learn more...		 Becky Swansburg
Date Sessions Speaker Presentation
Thur. April 23 3 PM Stacy Kahan, RFC®
Alana Kahan, RFC®
Cara Kahan, RFC®		 Passing the Baton
  4:15 PM Barry Dayley, MRFC®
Isaac Dayley, RFC®		 Beyond The Exit
Fri. May 1 10 AM Jeremy Nason, RFC®
Sandy Schussel		 AI Is Not Your Replacement: It’s Your New Associate
  11:15 AM Greg Glista, RFC® Augmented Intelligence for the Financial Advisor
Thur. May 7 3 PM James Flanagan, MRFC® Serving Clients in Retirement and Later Life
  4:15 PM Michael Markey, MRFC® Emotions Beat Math
Fri. May 15 10 AM Becky Swansburg  
  11:15 AM Juli McNeely  

Time shows in Eastern Time (US and Canada)


Register Now

Register and attend the Financial Forum to receive your IARFC application for free
available exclusively to non-members in the United States.

Apply and use code 2026SAVE$100 by June 15th.

The facts and opinions expressed by the presenters of the Financial Forum are the author’s views and are not endorsed by the IARFC. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured. Additionally, the IARFC assumes no responsibility or liability for any errors or omissions in the content of the material presented. The information is provided by the authors on an "as is" basis with no guarantees of completeness, accuracy, usefulness, or timeliness. The schedule of presenters and/or content is subject to change. In the unlikely event that internet interruptions and/or technical difficulties occur, the IARFC will make available to conference subscribers, a recording of the Summit presentations.

 
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