ABOUT FPA RETREAT 2023

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.

 You will experience:

•    Three keynote presentations that will inspire you to take action.
•    A special “Dining in the Dark” experience that will help you “see” things differently.
•    Twenty-four breakout sessions on topics relevant to your work as a financial planner.
•    “Under the Trees” conversations where you connect with other attendees on topics important to you.
•    Evening dinners and networking events under the Florida palm trees to relax and recharge.
•    Goofy Golf (a fun Retreat tradition!) that proves financial planners really can be “goofy” and fun.
•    An awesome Southwest Florida resort with a spa, pools, water park, dining, and more (like sun!).