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.

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It's a Free Virtual Event!?

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

 

Hosts

 

Barry Dayley, MRFC® Built For Succession  Thursday, April 23

Jeremy B. Nason, RFC® The Augmented Intelligence Advisor Friday, May 1

Paul Wharf, RFC® Emotions Beat Math Thursday, May 7

Cheryl Fainelli, RFC® She Leads and The Firm Wins Friday, May 15

 

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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.