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ABOUT FPA RETREAT 2023

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?

Part of the energy and, in some ways, the magic of Retreat is in the process of considering, debating, and distilling the answers to these questions as a group. Retreat participants see themselves in each question, and they care deeply about the quest for answers.

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.

What would you like to see on the agenda at FPA Retreat 2023?

Do you know of a 'must-see' speaker, a challenging topic, or a standing-room-only session that should be a part of the Retreat program? Let our Retreat Task Force know so they can explore the possibilities!

Resort Exterior Waterview

LOCATION

Bonita Springs, Florida

Whether you are looking to explore nature, relax on the beach, or take a boat out on its clear waters, Bonita Springs is an unforgettable destination with a little something for everyone. Enjoy the wildlife and views of Barefoot Beach Preserve or rent a boat to take out on the water at Bay Water Boat Rentals. Bonita Springs Public Beach is a great place to go swimming or relax and unwind, and you can even bring Fido to the town's very own Dog Beach.

"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®
Hyatt Regency Coconut Point- Waterslide

Lodging

Hyatt Regency Coconut Point Resort and Spa

Create memories that will last a lifetime at this award-winning tropical resort. This Southwest Florida resort in Bonita Springs offers endless excitement in a beautiful setting.

Pricing

Ready to challenge your current thinking, forge lasting connections, and pursue excellence in financial planning? Register below at the best possible rate.

Top-Advisor-Conferences-2023-Badge (1)

Open Now

Early Bird

Member

$1,299

NON-MEMBER

$1,499

ENDS January 31

Register Now

Advance

MEMBER

$1,399

NON-MEMBER

$1,599

OPENS FEBRUARY 1

Not Available

Regular

MEMBER

$1,499

NON-MEMBER

$1,699

OPENS MARCH 1

Not Available