FUTURE PROOF Festival

Huntington Beach, CA

September 14 - 17, 2026

CONNECT. ENGAGE. INSPIRE.

We’re here to share insights, exchange ideas, and help you navigate the trends transforming participant outcomes, plan design, and the evolving retirement income landscape.

This year’s conference brings forward timely discussions on regulatory shifts, investment evolution, personalization, workforce dynamics, and the next generation of retirement income solutions. We’re excited to contribute to these conversations — and to meet you throughout the event.

Let’s Keep the Future of Retirement Moving Forward — Together We are here to support plan sponsors with actionable insights, innovative solutions, and data‑driven guidance. We look forward to connecting with you in person — at our sessions, in conversations throughout the conference, and over a perfectly crafted cup of coffee.

Experience Fidelity at Future Proof Festival 2026

Join us for conversations, insights, and experiences designed to help advisors navigate what's next.

Visit our team at the festival to explore:

- Advisor technology and AI trends
- Practice growth strategies
- Wealth management innovation
- Retirement and income planning insights
- Client engagement best practices
- Market and investment perspectives

We're looking forward to connecting on the beach and discussing what's next for advisors and their clients.

Connect with us

Fidelity businesses sponsoring at FutureProof Festival

Fidelity Investments

Catchlight^SM

Fidelity Workplace

Enhance your user experience and build brand equity with your design vernacular.

Fidelity Session

The Investor Who Grew Up With AI: What Advisors Need to Know About the Next Generation

Teens are investing earlier than ever, and they're doing it with AI tools, real-time data, and a fundamentally different relationship with risk and financial agency. This session explores what that means for your practice, both as a client base and a talent pipeline. You'll learn how to attract and work with AI-native investors, how to hire and train the next generation of advisors, and what changes to expect as this cohort starts showing up on both sides of your business.

Date: Wednesday, September 16

Time: 9:05 am – 9:25 am PT

Location: PCH Stage

Join our Breakthru Experiences

Tuesday, September 16th, 2026

12:45pm - 1:30pm

The Secret Ingredients of the Fastest Growing Retirement Practices

Cool off with a refreshing frozen fruit bar and join top advisors as they share the strategies driving growth in today's retirement market. From deepening client relationships to building scalable processes and uncovering new business opportunities, discover the key ingredients helping successful retirement practices stand out and grow.

Tuesday, September 15th

9am - 9:45am

Fueling Growth Through Personalization: Coffee, Custom Models & the Evolution of TAMPs

Enjoy barista-crafted coffee and fresh donuts while gaining insights from Fidelity. As RIAs and advisors seek to balance customization with scale, custom models are becoming an increasingly important growth tool. Join us to explore how firms are leveraging the expanding capabilities of TAMPs, model portfolios, and client segmentation strategies to deliver tailored investment solutions, streamline portfolio management, and accelerate business growth.

Tuesday, September 15th

11am - 11:45am

A Double Shot of Insight: Advisor Movement & Affogatos

Discover what's shaping advisor movement and influencing where advisors choose to build their future. Get an exclusive first look at findings from the 2026 Fidelity Advisor Movement Study, then grab an affogato and connect with peers to discuss the trends, opportunities, and evolving priorities shaping the industry.

12 pm

Sip, Share and Succeed

Grab a margarita, enjoy some tostadas, and connect with fellow firm leaders for candid conversations about what's actually working inside today's wealth management firms. From technology and operations to hiring and client experience, this happy hour is all about sharing ideas, swapping practical solutions, and avoiding the need to reinvent the wheel. Come for the drinks, leave with a few new connections and a few ideas worth stealing.

Breakthru Experiences

Fueling Growth Through Personalization

Enjoy barista-crafted coffee and fresh donuts while gaining insights from Fidelity.

Tuesday, September 15th
9am

A Double Shot of Insight: Advisor Movement & Affogatos

Get an exclusive first look at findings from the 2026 Fidelity Advisor Movement Study, then grab an affogato and connect with peers to discuss the trends.

Tuesday, September 15th
11am

Sip, Share and Succeed

Grab a margarita, enjoy some tostadas, and connect with fellow firm leaders for candid conversations about what's actually working inside today's wealth management firms.

Tuesday, September 15th
3pm

Squeezing More Impact From Wealth Events

Join us to explore charitable strategies for liquidity events, including asset suitability, tax implications, and acceptance considerations.

Wednesday, September 16th
9:30am

The Secret Ingredients of the Fastest Growing Retirement Practices

Cool off with a refreshing frozen fruit bar and join top advisors as they share the strategies driving growth in today's retirement market.

Wednesday, September 16th
12:45pm

Fresh Perspectives on Wealth Management Growth: Seven Trends to Watch

Enjoy a handcrafted spritz and uncover the trends shaping the future of organic growth.

Wednesday, September 16th
3:30pm

Stop by our booth

Meet With Us, Share Ideas and Enjoy a Specialty Coffee

Let’s discuss your priorities for 2026 and beyond. Whether it’s retirement income, plan design, vendor consolidation, or participant engagement, we are ready to help you navigate what’s next.

Access our additional resources

Plan design modeling tool

Use this tool to explore how changes to your plan offerings may impact costs and user engagement, while potentially enhancing your retirement plan strategy.

Get instant access to our free modeling tool

Fidelity University webinar series

Join us each quarter as we bring in industry specialists to present data-driven insights, benefit trends and other workplace support to help train, on-board and educate retirement professionals.

Subscribe here

Catchlight^®

Grow Smarter with Catchlight Resources

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Fidelity Charitable^®

Our national network of experts is available to help you grow your business with charitable giving strategies and the details of our donor-advised fund program.

Learn More

Blockchains as emerging economies

A fundamentals-based framework to assess the economic activity of a blockchain may help asset allocators in their investment decision-making.

Access Now

Considerations when assessing spot bitcoin ETPs

Key questions to understanding the nuances and unique features of spot bitcoin exchange-traded products (ETPs).

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Enhanced strategies: A different approach to seeking outperformance

How the modern ETF structure and systematic, active investing can help maintain core equity exposure while improving portfolio outcomes.

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Why bond investors may benefit from actively managed mutual funds and ETFs

Active funds have outperformed in several fixed income categories.

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Why become an independent advisor?

Want the freedom to build your business your way—on your terms, for your clients? With more ways to become an independent advisor today than ever, our unbiased expertise can help you make a move that's right for you.

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Fidelity Digital Assets^®

A subsidiary of Fidelity Investments®, Fidelity Digital Assets® provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution.

Get in touch with us

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We’re here to share insights, exchange ideas, and help you navigate the trends transforming participant outcomes, plan design, and the evolving retirement income landscape.

This year’s conference brings forward timely discussions on regulatory shifts, investment evolution, personalization, workforce dynamics, and the next generation of retirement income solutions. We’re excited to contribute to these conversations — and to meet you throughout the event.

Let’s Keep the Future of Retirement Moving Forward — Together We are here to support plan sponsors with actionable insights, innovative solutions, and data‑driven guidance. We look forward to connecting with you in person — at our sessions, in conversations throughout the conference, and over a perfectly crafted cup of coffee.

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Our sponsors

Fidelity Investments and the organizations represented here are independent entities and are not legally affiliated.

For investment professional use only.

The third parties mentioned herein, and Fidelity investments are independent entities and are not legally affiliated.

Event communications will be managed through a 3rd party event management provider.

Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo are registered service marks of FMR LLC, used by Fidelity Charitable under license.

Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC. Institutional asset management is provided by FIAM LLC and Fidelity Institutional Asset Management Trust Company.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.

Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917.

National Financial Services LLC, Member NYSE, SIPC, 245 Summer Street, Boston, MA 02210.

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