July 19-21, 2026 • Nashville, TN
INCOME UNDER MANAGEMENT® SUMMIT
Register for our Income Under Management® Summit from July 19-21 at the Omni Nashville.
ABOUT THIS EVENT
The Income Under Management Summit is a two-day experience bringing together top advisors for hands-on training, industry-leading insights, and unparalleled peer connections. This year’s theme is “Building the Perfect Financial Plan”.
- Learn the playbook to build the Perfect Financial Plan for your client
- Receive hands-on training in the Currence methodology and technology
- Gain actionable strategies to build a future-proof practice
- Track industry trends in technology, media, and the market
- Make meaningful connections with like-minded peers, top producers, and thought leaders
Whether you’re already a member of the Currence community, or you’re just an ambitious advisor looking to get ahead, don’t miss out on this opportunity to stand out from crowd, to learn from the best, and to level up your practice today and for the future.
COUNTDOWN TO IUM2026
WHY IUM SUMMIT?
The annual Income Under Management Summit is the preeminent event for financial advisors to become the best of the industry. Attendees come to learn from and network with experts in the industry. Join us to unlock the future of the financial industry.
sessions
financial experts
hours of insights
Income Under Management®
SUMMIT REGISTRATION
Black Friday/Cyber Monday
Only valid 11/28-12/1 get 40% off on your 2026 IUM Conference pass. To claim this price, you must book your hotel room using the Currence Conference Bookings Link.-
Registration for one person
$300 off Standard pass
Save $300 before 3/31/36-
Registration for one person
Early Bird
Limited time Early Bird savings on your 2026 IUM Summit pass.-
Registration for one person
Bundle Ticket
Get 2 Passes for the Currence 2026 Summit.-
Registration for two people
Bundle Ticket
Get 2 Passes for the Currence 2026 Summit.
BOGO 75% OFF
All sales are final. *Promotional terms apply.
Standard Pass
Pass for the Currence 2026 Summit.-
Registration for one person
Interested in group ticketing for your organization? Contact Us.
Summit Venue
THE OMNI NASHVILLE
We’re excited to host the 2026 Income Under Management Summit at the Omni Nashville Hotel. With modern rooms, expansive meeting spaces, a rooftop pool, and on-site dining, the Omni offers the perfect blend of comfort and convenience in the heart of downtown. Just steps from Broadway, it’s an ideal setting for connection, learning, and experiencing the best of Music City.
AGENDA
The Income Under Management® Summit starts July 19th at 5pm and ends July 21st at 4:30pm.
Sunday, July 19th
Arrive at the Omni Nashville, joining 200 peers for three days of collaboration and connection. Kick things off at one of Broadway’s favorite landmarks, meeting other producers, thought leaders, and future partners for some drinks and light eats.
- 5:00pm Kickoff Cocktail Party (Stay tuned for venue announcements)
Monday, July 20th
Day one is focused on education and execution, focused on winning offense and defense concepts to “build the perfect financial plan”. Learn from leading advisors how they work with clients, implement market-resilient strategies, and maximize the value of every client dollar.
These aren’t loose theories; they’re proven practices from leading advisors you can implement today.
- 8:00AM – 5:00PM
Tuesday, July 21st
On our final day together, we go between the lines, focusing on opportunities overlooked by average advisors but used by the best to flip the field.
Learn how to recognize leverage points, apply the right tactics and technology, and move beyond an average advisor– client relationship by turning small opportunities into meaningful outcomes for you and your clients.
- 8:00AM – 3:00PM
- 3:00PM – 4:30PM (Exclusive CIA-Only Session)
APPLY TO SPEAK
Be a leader in our community of IUM-focused advisors. Educate the audience on your success story, inspire others with your experience, or shake things up with a revolutionary new concept.
Contact Us
NEED MORE INFORMATION? CONTACT US.
Add yourself to our mailing list and receive IUM Summit information and updates. Have a question? A member of our team will get back to you as soon as possible.
STAY UP TO DATE
IUMSALE26 Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 1/1/2026-3/31/2026 23:59:59 EST and is limited to those who (i) buy a single standard pass for Currence Income Under Management (IUM) Conference 2026. Promotion provides $300 off one Currence IUM 2026 Conference Standard pass, pricing it at $1,395. Promotion expires 3/31/2026 23:59:59 EST. Offer cannot be combined with other IUM 2026 offers. Currence, Inc. reserves the right to modify or cancel the offer at any time. See Currence’s full Terms of Service here.
IUMCYBER25 Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 11/28/2025-12/1/2025 23:59:59 EST and is limited to those who (i) buy a single standard pass for Currence Income Under Management (IUM) Conference 2026. Promotion provides 40% off 0ne the Currence IUM 2026 Conference Standard passes. Promotion expires 12/1/2025 23:59:59 EST. Offer cannot be combined with other IUM 2026 offers. Currence, Inc. reserves the right to modify or cancel the offer at any time. See Currence’s full Terms of Service here.
