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FPA RETREAT 2025



 

April 28-30, 2025 | Hilton Chicago Oak Brook Resort

 

Join us at FPA Retreat 2025 to explore reflection, build resilience, and spark revolutionary ideas in an exceptional setting. Whether you're a first-time attendee or returning to relive the magic, you'll connect, learn, and grow alongside forward-thinking peers in an environment designed to elevate your personal and professional journey.

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NOW OPEN

FPA Retreat Call for Speakers

Join us in shaping the future of financial planning and creating an unforgettable experience—together!

IT'S A NUMBERS GAME

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INCREDIBLE PARTNERS
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INSIGHTFUL SESSIONS
Speakers
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INFLUENTIAL SPEAKERS
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LIKE-MINDED COLLEAGUES

ADVANCED

$ 1499
BEGINS JAN 21 | ENDS FEB 17
  • Savings Still Available
  • Access to Minimum of 8 Hours of CFP® CE Credit
  • Unmatched Networking With Peers
  • Amenity Filled Location
  • Lineup of World-Class Speakers
  • Opportunity for Unforgettable Moments

REGULAR

$ 1599
BEGINS FEB 18 | ENDS MAR 24
  • Access to Minimum of 8 Hours of CFP® CE Credit
  • Unmatched Networking With Peers
  • Amenity Filled Host Hotel
  • Lineup of World-Class Speakers
  • Opportunity for Unforgettable Moments
NEED CONVINCING?
Here is what previous attendees have to say about FPA Retreat and their experience!

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.

Dan Moisand, CFP®

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!

Nicole Madosik

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.

Mike Haubrich, CFP®

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.

Deanna M. Baele

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.

Maureen Donahue, CFP®

Yardley, PA

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

Rana Choubah, CFP®, MPAS, CRPS

Holliston, MA

Dan Moisand
Nicole Madosik
Mike Haubrich
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THE TRANSFORMATIONAL POWER OF REFLECTION, RESILIENCE, AND REVOLUTION

Reflection

FPA Retreat 2025 provides a unique space to pause, reflect on your personal and professional journey, and find realignment with your core values.

Resilience

FPA Retreat 2025 offers actionable insights and adaptive strategies that foster mental and emotional toughness to navigate challenges confidently

Revolution

FPA Retreat 2025 challenges you to rethink traditional practices and embrace revolutionary approaches to the art and science of financial planning.

 

OUR PARTNERS ARE BUILT DIFFERENT
Past FPA Retreat Partners

RELAX AT THE RESORT

Room Reservation Deadline: March 27, 2025 

OAK BROOK

ILLINOIS

  • 3500 Midwest Rd, Oak Brook, IL 60523

 

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#FPARETREAT
Join us for FPA Retreat 2025, where you will connect, learn, and grow in a truly exceptional setting.