The Essential Conference for the Financial Advice Community

Early Bird + BOGO*

Through April 24


April 25 through June 10


Through June 12


Register Now

Register Now

Register Now

*Bring A Colleague Special (BOGO)

Pay for one attendee registration fee and bring a colleague from the same firm at no additional expense so you can both experience the power of INSITE together.


Attendees are welcome to register one adult guest for the conference for an additional $275. Another employee of the same company may not attend as a guest. Guests are invited to meal functions only. Guests are not eligible for the buy one, get one offer. Attendance by minors is discouraged.


Hotel accommodations are not included in your registration fee.

Sponsor Registration

Sponsor attendees should register via the Pershing Sponsor Portal or reach out to

Cancellation Policy

Please submit your cancellation requests to Cancellations received before 5:00pm (ET) on Friday, May 15, 2020, will receive a full refund. Cancellations received after that date will be non-refundable.