Conferences

Upcoming conferences and events

Meet the team and discover how Zocks saves you 8+ hours a week while strengthening client relationships through AI-powered note-taking and workflows.

Browse our conferences

May 27, 2025

•

8:00 am

EST

Zocks at SNYERGY2025

See our conferences

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Zocks at SNYERGY2025

Zocks is attending SYNERGY2025 on May 27-30, Tampa, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

May 27, 2025

Zocks at FPA NorCal Conference 2025

Zocks is attending FPA NorCal Conference 2025 on May 27-28, San Francisco, California. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

May 19, 2025

Zocks at NXT 2025

Zocks is attending Osaic’s NXT 2025 on May 20-22, Las Vegas, Nevada. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

May 12, 2025

Zocks at Carson’s Partner Summit 2025

Zocks is attending Carson’s Partner Summit 2025 on May 20-22, Omaha, Nevada. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

May 11, 2025

Zocks at Thrive 2025

Zocks is attending Thrive 2025 on May 18-22, Ritz-Carlton Naples, Tiburón, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

May 5, 2025

Zocks at Aegis Financial Recruiting Expo

Zocks is attending Aegis Financial Recruiting Expo on May 7, 2025, Denver, Colorado. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Apr 30, 2025

Zocks at Silver Oak Unplugged 2025

Zocks is attending Silver Oak Unplugged on May 5-7, 2025, Nashville, Tennessee. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Apr 22, 2025

Zocks at 2025 Pivotal Financial Advisors Annual Meeting

Zocks is attending the 2025 Pivotal Financial Advisors Annual Meeting on April 23-25, 2025, Fort Lauderdale, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Apr 14, 2025

Zocks at Concurrent Ascend 2025

Zocks is attending Concurrent Ascend 2025 on April 22-24, 2025, JW Marriott Chicago, Illinois. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Apr 9, 2025

Oops! No items with this filter

Get started for free in less than 10 minutes

You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.

Get started for free Book a demo