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FPA Retreat 2024

Join us May 6-9, 2024 in Tucson, AZ at the Loews Ventana Canyon Resort for a unique experience that gets you out of your comfort zone.

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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.

FPA Retreat is where modern thinking on old financial planning concepts is explored.
Challenge your thinking
FPA Retreat is uniquely focused on creating opportunities to connect with your peers more deeply — on-site and throughout the year.
Forge lasting connections
FPA Retreat attracts top financial planning speakers who help you dive deeper into concepts central to the practice of financial planning.
Pursue excellence

ABOUT FPA RETREAT 2024

FPA Retreat is where you challenge your thinking, forge lasting connections, and nurture your desire to pursue excellence in financial planning.

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?
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LOCATION

Tucson, Arizona

Tucson, Arizona, is a captivating destination offering a delightful blend of natural beauty, rich history, and vibrant culture. Nestled in the heart of the Sonoran Desert, Tucson boasts stunning landscapes with majestic mountains and sprawling saguaro cacti. Outdoor enthusiasts will find endless opportunities for adventure, from hiking picturesque trails in Saguaro National Park to exploring the otherworldly beauty of the nearby Sonoran Desert Museum. History buffs will be enthralled by the city's storied past, with attractions like the Presidio San Agustín del Tucson showcasing its Spanish colonial heritage. Tucson's thriving arts scene and lively downtown area beckon visitors with art galleries, eclectic shops, and a variety of delectable cuisine reflecting the city's multicultural influences. Whether seeking outdoor escapades, cultural immersion, or simply relaxation under the Arizona sun, Tucson is a vacationer's paradise that leaves a lasting impression.

Visit Tucson

"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."

Yerger-Daniel
Daniel Yerger, MBA, CFP®, CHFC®, AIF®, CDFA®
President at MY Wealth Planners®
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Lodging

Lowes Ventana Canyon Resort

Relax and recharge at Loews Ventana Canyon Resort, a luxury resort in Tucson. Whether you explore the best of Tucson or enjoy the stunning Catalina Mountain range, you can consider us your desert oasis.

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