Immersion2027

March 9-11, 2027 · Irving, TX

Immersion is built around participation rather than presentation. The format leans on workshops and small-group work instead of keynotes, and the pricing is deliberately low for the industry — a combination that draws practitioners who intend to leave with something built rather than something noted.

Who attends

CFP professionals, experienced planners and RIA practitioners, weighted toward small and mid-sized firms. The working format keeps the group smaller than a typical national conference.

What's on the agenda

• Hands-on planning technique and case work

• Practice management and client service design

• Peer collaboration and study-group style sessions

• Continuing education for CFP professionals

Why process design keeps returning to data

Workshops on client service and planning process almost always arrive at the same practical question: how does the firm actually get the information it needs, reliably, for every client? A well-designed service model collapses if delivering it depends on someone manually pulling data from four systems before each meeting.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems so client data lives in one place.

Talk to us about your firm's data layer