What Retreat Means to Me

The distinctive tradition, flavor and format of FPA Retreat are what truly separate the event from other financial meetings, and there’s no better way to understand the spirit of the event than to share in the unique experiences of past attendees.

#FPARetreat2022

My Retreat Story

ROSS RICHARDSON, CFP®

"I won’t refer to Retreat as a conference because it is so much more. It has guided my success in the profession and introduced me to cutting-edge thinking, concepts and techniques in a way I can’t imagine possible otherwise."

My Retreat Story

DEBBIE GROSE, CFP®

"I’ve attended several Retreats and made lasting connections and friendships with people who care as deeply about our profession as I do. The thoughtful themes provide a rich environment for provocative conversations that lead to new ways of thinking."

My Retreat Story

DANIEL YERGER, MBA, CFP®, CHFC®, AIF®, CDFA®

"Whether you’re in your first year of practice or your 30th, whether you’re a solo fee-only financial planner or the CEO of a broker dealer, if you’re looking for it, this is where the conversation is happening."

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

What a great week! Grateful to experience it with my friend, @MoneyBossMom. Lots of quality information to bring back and put into practice to better serve our clients.

@PYAW_Melissa

Leaving #FPARetreat19 early AM. Thanks to #FPA for a tremendous event and deep discussions. I am leaving with so many great ideas and look forward to much more involvement!

@tomlakatos