Award-winning events
Find inclusive spaces where people of different skill sets, backgrounds and ambitions can share their knowledge and ideas.
ConnectED
November 8-11, 2026
Atlanta, Georgia
ConnectED stands as the pinnacle national conference, a convergence point where Osaic’s synergy radiates. This gathering unites financial professionals and office staff, enterprises, institutional partners, home office leaders, employees, and sponsors for an exhilarating three-day event, fostering invaluable networking, immersive learning, and unforgettable experiences from start to finish.
NXT
May 5-7, 2027
Austin, Texas
NXT brings together financial professionals across generations to foster a vibrant community committed to innovation and sustained success in wealth management. From growth strategies and succession planning to innovative technology and advanced financial solutions, this event is a hub for forward-thinking ideas and actionable insights.
W Forum
February 17-19, 2027
San Diego, California
W Forum is purposefully crafted to empower Osaic’s community of female financial professionals at every stage of business, and to advocate for the advancement of women and women-centric issues within wealth management. This annual advisor-focused conference is rich with networking opportunities, workshops, expert speakers, and bespoke experiences designed to rejuvenate, inspire, and equip.