AAAA’s Regional V.I.S.I.O.N. Lite Conferences

About AAAA’s Regional V.I.S.I.O.N. Lite Conferences

Introduced in 2023 AAAA’s flagship V.I.S.I.O.N. conference was expanded to offer a series of shorter, regional conferences - V.I.S.I.O.N. Lite’s. AAAA’s Regional V.I.S.I.O.N. Lite Conferences are a way for AAAA’s organization to connect with its members at a regional level as well as support the communities where our B/AA Financial Advisors, home-office professionals serve, with wealth management advice.

These regional conferences will also bring Black/African American Financial Professionals together from across the region to share insights, discuss industry trends, and learn from experts in the field and in many cases, earn Continuing Education (C.E.) credits for participation.

During AAAA’s Regional V.I.S.I.O.N. Lite conference, B/AA Financial Advisors, home-office professionals and attendees will have exclusive access to a diverse array of sessions and workshops, skillfully led by esteemed speakers. These engaging sessions cover a wide range of topics, including wealth management, investment strategies, retirement planning, and more.

Through AAAA’s emphasis on cutting-edge strategies, unparalleled networking opportunities, and thought-provoking sessions, these regional conferences are meticulously designed to equip B/AA Financial Advisors, home-office professionals and attendees with the knowledge and tools necessary to thrive in today's ever-evolving financial services industry.


Previous AAAA Regional Conferences


Our most recent Regional V.I.S.I.O.N. Lite conference, took place in the vibrant city of New York on June 20th - 21st. That prestigious event served as a gathering ground for top-tier financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future.

Regardless of whether you are an established B/AA Financial Advisor or just starting out in the profession, this conference offers a dynamic platform to elevate your expertise, broaden your professional network, and stay at the forefront of industry trends. Click here to view the agenda.


Our 1st annual Regional V.I.S.I.O.N. Lite conference, took place in Jackson, MS on March 29th -30th 2023. That inaugural event served as a gathering ground for top-tier financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future.

Regardless of whether you are an established B/AA Financial Advisor or just starting out in the profession, this conference offers a dynamic platform to elevate your expertise, broaden your professional network, and stay at the forefront of industry trends. Click here to view more about the event.


Upcoming 2024 V.I.S.I.O.N. Lite Conferences

Chicago, IL - June 19th & 21st 2024

Our next highly anticipated 2024 Regional V.I.S.I.O.N. Lite conference is taking place in the vibrant city of Chicago, IL. Make plans to attend and save the date June 19th - 21st 2024. This prestigious event serves as a gathering ground for top-tier female financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future.

 Why should you make plans to attend?

Whether you're climbing the corporate ladder, leading a team, or launching your own venture as a professional female in the financial services industry, this event is for YOU! At this event, you will have access to:

🌐 Networking: Connect with like-minded women who are shaping the future of their industries.

💡 Inspiration: Hear from pioneering speakers who have broken barriers and paved the way for women in the professional world.

🛠Professional Development: Participate in workshops and sessions tailored to enhance your leadership, innovation, and strategic thinking.

🎯 Empowerment: Leave feeling empowered to take on new challenges and elevate your career to the next level.

🌈 Jobs in Wealth Management & Career Development: Don't miss out on this incredible opportunity to invest in yourself and your career.

 This is more than a regional conference; it's a community coming together to celebrate the achievements of women in the workforce and to inspire each other to dream bigger and reach further.

Mark your calendar, invite your colleagues, and get ready for an unforgettable experience. AAAA Members receive complimentary early bird registration.


Dallas, TX - March 28th & 29th Regional Conference - Postponed!


VIRTUAL Diversity Summit - December 5th 2024. Save the Date!

Exciting News! Join us for the upcoming Regional Diversity Summit this December, hosted by the Association of African American Financial Advisors! Dive into a world where diversity meets financial expertise, and collaboration sparks innovation. Registration details to be announced soon!