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 profession because of those who participate. Attendees bring unique financial planning perspectives and experiences, a passion for the profession, and are eager to add to the collective wealth of knowledge. But attendees also come with an openness to learn and desire to get out of their comfort zones—knowing they will be better for being open to having their thinking challenged on a variety of questions, like:

  • How do we define financial planning and live into those values as practitioners?
  • What does it mean to be a helping profession?
  • What do we need to do to raise the visibility of true financial planners and financial planning as a whole?
  • How do we become the trusted confidantes for clients in managing expected and unexpected life transitions, above and beyond financial factors?
  • How do we launch the conversations that matter with clients?
  • How do I become a better citizen of the financial planning profession?

Part of the energy and, in some ways, the magic of Retreat is in the process of considering, debating, and distilling the answers to these questions as a group. Retreat participants see themselves in each question, and they care deeply about the quest for answers.

Whether you’re a 30-year financial planning veteran or new to the profession, Retreat offers an experience everyone can enjoy — as long you come ready to get out of your comfort zone and challenge yourself like you haven’t before.