Learn Together. Lead as One. Live Well and Make a Difference.

Defined by its storied history and powerful legacy, the evolution of FPA Retreat has become in some ways synonymous with the growth and transformation of the financial planning profession.

Each year, the top minds in the industry convene at this one-of-a-kind event to share ideas, examine key issues and pave the way forward for the profession. FPA Retreat harnesses the kinship and power of the financial planning community in a beautiful, intimate setting—it's an event you don't want to miss!

Perhaps the best way to understand Retreat is to read first hand stories from past attendees who share what Retreat has meant to them and how it has impacted their lives from a personal and professional standpoint. In addition to forging and curating deep relationships, Retreat attendees are at the forefront of discussions and conversations that truly shape and advance the growth of the financial planning profession.


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Timely and substantial content, great interaction with peers, and nothing product-driven or really vendor-specific. It was so much more valuable than other conferences I've attended.

Ele Jordan, AAMS

There’s no better conference for quality content, rich relationship building, and personal and professional development.

Joseph “J. J.” Sessions, CFP®

It’s the best work conference I attend every year. There is a spirit of learning and collaboration, and a genuine interest in connecting and sharing ideas.

Eric Hatfield, CLU, ChFC, CLTC