If restricted to attending just one conference in 2025, I would attend FPA Retreat. Over the years, I have learned from true legends of our profession and people who will be legends in time due to their fresh viewpoints and cutting-edge work. FPA Retreat is where the heart and soul of the financial planning profession is most evident.

Melbourne, FL

As a first-time FPA Retreat attendee, I was pleasantly surprised by the unique environment FPA created and how warm and welcoming it felt. As an introvert, conferences can be overwhelming, but FPA Retreat was energizing from start to finish. I gained valuable knowledge, networked with peers, and had a lot of fun doing it. I look forward to attending FPA Retreat next year!

Denver, CO

FPA Retreat is a special place where I reconnect with our profession's thought leaders and friends. While I may have lost count of how many I have attended over the past three decades, I never questioned the value proposition of Retreat. I always come away with professional and practice-shaping concepts. If you have never attended this special, intimate event, try it. Once you do, I expect you will be back.

Mount Pleasant, WI

It was truly refreshing to take a break from the mundane tasks in the office and get off campus to commiserate with others in the field.

Peoria, IL

Unlike conferences, the Retreat is a great personal development resource. You are connected with other experienced advisors that are willing to share their experience and have session that focus not just on the facts but content useful to improve your delivery to clients.

Yardley, PA

The right amount of sessions in a relaxed environment. A great way to connect with other FPA members.

Holliston, MA