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FPA Retreat 2024

Thank you for attending!

FPA Retreat is where you find a spark that ignites your passion for planning.
FPA Retreat is where you discover innovation that transforms your practice.
FPA Retreat is where you uncover trends that are rocking your profession.


For decades, FPA Retreat has been the essential annual experience that reignites your passion for financial planning and helps you adapt to the evolving landscape while unearthing the disruptions reshaping your profession.


It's where you rekindle the spark for financial planning and explore innovation that can revolutionize how you do what you do. It's where you reconnect with your peers, challenge your assumptions, and consider modern thinking on traditional concepts. It's where you learn from top minds from within and outside the financial planning world who share game-changing insights into the trends so you don't get left behind.


As one previous attendee noted, "The financial planners who attend love what they do and why they do it; they love collaboration and discussion around how we can all best serve mainly our clients, but also our firms, our colleagues, and ourselves."


See why FPA Retreat is unlike any other experience you'll have in 2024. We'll see you there!


"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."

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