The Accredited Investors Virtual Expo

Accredited Investor Virtual Expo

Get ahead of the finish line with our two-day live virtual event: Year-End Tax Planning & Portfolio Check-up. Tax-savvy investment experts, portfolio advisers, and estate-planning specialists will guide you through year-end moves, loss harvesting, asset allocation, and check-up strategies across your holdings. This is the virtual working-session you need to wrap up the year with both tax efficiency and strategic clarity.

October 20 - 21, 2026

LIVE ONLINE

An Interactive Virtual Experience

Year-End Tax Planning & Portfolio Checkup

It’s time to learn how to minimize the “tax man’s take” – and how to prepare your portfolio for the upcoming new year! Discover top tax-planning strategies that you can put to work for maximum savings from leading MoneyShow experts. Plus, get a jumpstart on 2027 by learning about new sectors and stocks that could boost the returns your portfolio spins off. It’s timely and interactive education – and it’s waiting for you on our platform.

Reserve Your Free Pass

Get a Firsthand Look Inside the MoneyShow Virtual Platform

WATCH LIVE PRESENTATIONS

View live market analysis, get timely portfolio recommendations, and identify new avenues to profit in the current environment from the pros.

EXPLORE THE VIRTUAL HALL

Discover the latest investment opportunities, pick up valuable current research, and learn fresh approaches to the markets from top companies.

SEE AVAILABLE VIDEOS

Inside every virtual booth, there’s a selection of short videos you can watch on a variety of investment topics.

ATTEND ZOOM MEETINGS

Set up one-on-one meetings with companies to expand your network and find straight answers to your questions.

WIN PRIZES DAILY

Play to win exciting prizes from various exhibitors and MoneyShow, ranging from gift cards to company swag to shares of stock!

EDUCATIONAL RESOURCES

Features a collection of all downloadable materials, plus a digital briefcase to store what you’ve collected all in one place.

This was my first Expo. I was super impressed and learned so much. I found the speakers inspiring and most were good communicators/educators. For my level, it was the perfect balance between graspable concepts (building on my foundation) to challenging.

I attend for the purpose of identifying possible future investments. Over the many years, I have gained a considerable amount of knowledge from attending the shows, which has been extremely helpful making sound investment decisions.

Impressive speakers and companies. I've made a few connections that I think will be very worthwhile going forward. So much is disseminated as to knowledge on all levels.