Based on where you’re employed, click on either the "Advisory Firm Attendee Registration" or the “Consultant/Non-Advisory Firm Registration” button to process your conference registration payment and reserve your space at the 2021 Insider's Forum, which will be held at the Omni Nashville in Tennessee. Please note that the Omni Safe & Clean initiative follows the guidelines set forth by the Centers for Disease Control and Prevention (CDC) and each individual Omni location will adhere to local and/or federal mandates. Protocols and guidelines from these authorities are expected to evolve, and as such, so will Omni’s processes and procedures. Similarly, these guidelines meet or exceed the “Stay Safe” initiative set forth by the American Hotel & Lodging Association (AHLA).

We’ll host the HIFON meeting and workshops on Wednesday, October 6th from 8:30-11:30 AM, followed by CFP CEU and practice management sessions from 12:30-3:30 PM. We will kick-off the keynote at 4 PM.  The conference will end at 12:15 PM on Friday, October 8th which should allow you to be home that evening (unless you choose to spend the weekend in vibrant and hip Nashville).


For attendees who work at an advisory firm we extended the early bird discounted fee of $960 (before any Inside Information, HIFON or Kitces discounts) to 10/1/21.

And In addition to your own registration, you can sign up additional members of your advisory firm at a discounted rate of only $760 until 10/1/21.


Similarly, for attendees who work as consultants or a non-advisory firm, we extended the early bird registration fee of $1350 until 10/1/21.


Inside Information subscribers who work at advisory firms receive a $150 discount (for the first registrant from the firm only; subsequent registrations are already discounted) when they register using the code that Bob provides to his Inside Information subscribers. If you're a subscriber and don't remember the code, please e-mail Bob at If you wish to subscribe to Inside Information and receive the $150 discount on the Insider's Forum conference registration, there is a link to subscribe on the home page of the conference website. Subscribing before registering for our conference will effectively save you 43% of the $349 annual subscription fee.

HIFON members are eligible for a $100 discount; please contact Shaun Kapusinski for your code. Michael Kitces’ readers can receive a $75 discount off their standard registration fee. Please contact Michael for your discount code. Please note that discounts are not stackable - only one discount per registrant - and they only apply to the first registration from a firm.

If you have any registration issues, please e-mail our conference manager Lori Bennett at and she will help you.

Written requests for refunds received or processed through our registration system by September 3, 2021 (prior to 12:01AM CT) will be refunded in full less a $100 administrative fee. Cancellations after that time will not be refunded; however, substitute registrations are welcome. Please contact Lori Bennett at if you wish to register someone else in your place.

For more information regarding refund, complaint and/or program cancellation policies, please contact Lori Bennett at


Insider’s Forum, LLC is committed to providing a safe, productive, and welcoming environment to all participants, including attendees, sponsoring firm representatives, staff, and vendors, at the Insider’s Forum conference, virtual events and any other Insider’s Forum related events. We have no tolerance for discrimination, harassment, or bullying in any form at Insider’s Forum related events. Participants are expected to adhere to these principles and respect the rights of others.  

The views expressed by any event attendee, speaker, exhibitor, or sponsor are not necessarily those of the Insider’s Forum, LLC. All attendees, speakers, exhibitors, and sponsors are solely responsible for the content of all individual or corporation presentations, marketing collateral, and/or advertising.  

In consideration of being allowed to register for, and participate in the event, I hereby warrant and represent that I am age 18 or above and freely waive, release from liability, assume all risks, and covenant not to sue Insider’s Forum, LLC or its Managing Members, employees, independent contractors, venue, agents, other attendees or volunteers for any expense, loss, damage, personal injury, sickness with COVID-19, or any other illness, including loss of life, disability, property damage, or property theft or actions of any kind that I may hereafter suffer or sustain before, during, or after the event, unless said expense, loss, damage, personal injury, including loss of life, disability, property damage or property theft or actions of any  kind is caused by the sole, gross negligence of Insider’s Forum, LLC.  This Liability Waiver and Release is specifically binding upon my heirs and assigns and is knowingly given. 

By attending the event, you acknowledge and agree as follows: (a) Insider’s Forum, LLC may edit and use footage it captures at the event for marketing and promotional activities and for any other lawful purpose in the ordinary course of its business; and (b) due to the prevalence of mobile recording devices in today’s world, Insider’s Forum, LLC disclaims all liability for the capture of your image in any multimedia format by other attendees at the event.

Insider’s Forum, LLC reserves the right to change, amend, add or remove any of the above Terms & Conditions in its sole discretion and without prior notice. If one or more of the conditions outlined in these Terms & Conditions should become invalid, the remaining conditions will continue to be valid and apply. These Terms & Conditions apply to all event participants (attendees, speakers, sponsors, vendors).

Prior to your registration, you must acknowledge and accept the Terms & Conditions contained herein. Should you not wish to accept the Terms & Conditions you should not register. Submission of a registration is regarded as affirmation of your acceptance of all Terms & Conditions.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.