Immersive, three-day digital experience planned for the largest annual gathering of CFP® professionals
DENVER (August 20, 2020) – In response to the ongoing public health threat and the need for social distancing, the Financial Planning Association® (FPA®) is moving its 2020 FPA Annual Conference from the Phoenix Convention Center to the comfort of living rooms and offices across the country Sept. 30 – Oct. 2, 2020.
As the largest annual gathering of CERTIFIED FINANCIAL PLANNER™ professionals and thought-leaders in financial planning, the 2020 FPA Digital Annual Conference will provide the financial planning community an immersive, three-day experience featuring best-in-class educational content that builds on financial planning competencies and leads to the mastery in the practice and business of financial planning.
“It’s more imperative than ever that financial planners advance their knowledge and build connections to help them sustain and build their practices and meet the needs of clients during these uncertain times,” says 2020 FPA President Martin C. Seay, Ph.D., CFP®. “In spite of challenges we’ve faced as a result of the pandemic, I’m excited the financial planning community will be able to come together digitally to have thought-provoking conversations, share experiences and discover new ideas so we can change the tomorrows of our members and those they serve.”
Although the 2020 FPA Digital Annual Conference will be online, the association and Annual Conference Task Force has designed a program that not only provides attendees with all-important CE credits, but will also deliver content based on the practice, business, and profession of financial planning. No matter where an attendee focuses their conference experience this year, they will participate in a wide-range of sessions and events from notable speakers, including:
- David Blanchett, Ph.D., MBA, MSFS, CFP®, CFA, CLU, ChFC® of Morningstar Investment Management: “Guaranteed Income: The Forgotten Household Asset”
- Amy Florian, FT, MA of Corgenius, Inc.: “Life Happens: Prepare Your Clients and Their Families, Build Loyalty and Inter-generational Reach and Protect Yourself”
- Scott Hanson, CFP®, CFS®, ChFC® of Allworth Financial: “Client Communication Through Periods of Crisis”
- Kristin Harad, CFP® of Outsourced: "Beyond Referrals: How to Help the Next Generation of Advisors Grow Your Firm”
- Mishkin Santa, JD, LLM, TEP of The Wolf Group: “How to Best Take Advantage of Tax Changes for High-Net Worth Clients”
- Marina Baranovsky of Scitus Consulting: “Regulatory Compliance 2020: SEC Exams, COVID-19, Cybercrimes and How to Protect Your Business and Clients”
Those attending the conference will also receive complimentary access to the Academy of Financial Services (AFS) 2020 Annual Meeting, which is being held in conjunction with the first two days of the 2020 FPA Digital Annual Conference. The AFS meeting will showcase basic and applied research in personal financial planning and financial services, which will further amplify attendee competency. For more information on speakers, areas of interest and the full conference schedule, visit the 2020 FPA Annual Conference website.
Registration for the 2020 FPA Digital Annual Conference is now open. With financial planners from around the world expected to participate, attendees will learn innovative solutions they can immediately apply, build new connections, and reignite their passion for financial planning.
“Financial planning is a global profession that transforms lives of people around the world. We look forward to welcoming our colleagues from near and far to what promises to be an exceptional event,” added Seay.
A limited number of complimentary registrations are available for journalists interested in attending, and can be secured by contacting Ryanne Harrah at 303-867-7151 or RHarrah@OneFPA.org.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. With a focus on the practice, business and profession of financial planning, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. Learn more about FPA at FinancialPlanningAssociation.org and follow on Twitter at twitter.com/fpassociation.