Early Bird Ends February 7th The FPA Retreat is an annual gathering of advanced financial planning practitioners who are passionate about refining their craft and committed to working together to shape the future of the profession.

The event holds a unique place in the industry and profession because it is characterized and exemplified by its participants. Each individual brings deep experience in financial planning, broad skill sets in different competencies and a particular perspective, adding to a collective wealth of knowledge and an environment built for sharing.

The makeup of the group, the power of connections made and a drive to push each other to turn theory into action makes FPA Retreat more than a conference—it’s a connected story nearly 40 years in the making and an experience that can alter your career.

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