Financial Advisor Events, News & Resources
Stay In The Know
The latest from EquitaFN – press features, upcoming events, webinars, and community news all in one place.
Wealth Management Networking Events & Webinars
- Thursday, September 3
- 3:00 ET
Growth That Feels Like You: Business Development Strategies That Drive Results and Stay True to Your Brand
Growing a financial advisory firm does not require becoming someone you are not. The most effective business development strategies are […]
Past events
- Thursday, June 18
The Good, the Bad, and the Ugly of Running your Own Practice
The dream of launching your own firm often centers on freedom and independence, but what does the day-to-day reality actually […]
- Friday, May 29
Finding Your Niche
Growing Organically by Serving Clients You’re Passionate About More often than not, the most sustainable growth often comes from clarity; […]
- Thursday, October 16
Protecting Your Legacy
Why Sustainability Planning is Especially Critical for Women-Led Firms Co-founders Bridget Venus Grimes, CFP® and Katie Burke, CFP® are joined […]
- Tuesday, October 7
The 5 Barriers to Breakthrough Growth
With Stephanie Bogan With declining organic growth rates, increasing competition, shifting consumer demographics, talent shortages, a constant lack of time […]
Your Questions About Our Financial Advisor Networking Events, Answered
What types of female financial advisor events does EquitaFN host?
EquitaFN hosts a mix of educational webinars, virtual mastermind groups, weekly member meetings, and in-person national peer gatherings. Our Inspiring Insights webinar series covers topics relevant to running and growing a women-led financial planning firm, and many sessions qualify for CFP® and NAPFA CE credits.
Are events virtual or in-person?
Both. Most of our regular gatherings, including weekly member meetings and webinars, are held virtually so members across the country can participate. We also host in-person national peer gatherings throughout the year for deeper connection and collaboration.
How often are events held?
Members have access to weekly virtual meetings and mastermind groups, plus ongoing webinars through our Inspiring Insights series. In-person events are held multiple times per year.
Do I need to be a member to attend events?
Some events are open to non-members, while others are exclusively for EquitaFN members. Subscribing to our email list is the best way to stay informed about what’s coming up and who can attend.
Is EquitaFN only for woman-owned financial advisor firms?
Yes- EquitaFN was built exclusively for women-led, fee-only financial planning firms. Every member is a CFP® professional or committed to earning the designation. Our community, platform, and events are all designed with woman-owned financial advisors in mind.
Are events focused on networking or education?
Both, and that’s intentional. At EquitaFN we believe networking for financial advisors and continuing education go hand in hand. Every event is designed to build real relationships and deliver real value at the same time.
Do your events cover financial advisor growth strategies?
Yes, every EquitaFN event is designed to deliver both connection and value. Our Inspiring Insights webinar series regularly covers financial advisor growth strategies including but not limited to practice management, client acquisition, operations, and succession planning. Many sessions also qualify for CFP® and NAPFA CE credits.
How do I register for upcoming events?
Join our email list — The Collective! That’s where we share all upcoming events and registration information. Click here to subscribe for free and be the first to know what’s coming up.
