What is the dress code?
Attire is business casual. More importantly, remember to bring comfortable shoes and extra layers as temperatures in meeting rooms can vary
When and where is FPA Retreat?
Retreat will be held at the Hyatt Regency Coconut Point Resort and Spa in Bonita Springs, FL from May 1-4, 2023
I have a question about membership with FPA, who can I talk to?
To learn more about membership or ask questions about your current membership, please contact the member services team at email@example.com.
I have a question about partnerships with FPA, who can I talk to?
To learn more about partnering with FPA, please contact the strategic partnerships team firstname.lastname@example.org.
What options are there for my spouse/partner to attend some of the dinners and party?
There are two options for partners/spouses to accompany you to Retreat:
- Purchase a companion ticket for $325, which includes dinner Monday, Tuesday, Wednesday, and the closing party.
- Purchase a "party only" ticket for $125, which includes dinner and the closing party on Wednesday.
If you’ve already registered and are interested in adding a ticket, contact member services at (800) 322-4237 or email@example.com.
How can I book a hotel?
FPA has partnered with Hyatt Lost Pines Resort and Spa to offer discounted nightly rates at the resort for event participants. To book accommodations, please visit the Hyatt Regency page.
What is the hotel refund policy?
Any reservations made through the Hyatt Regency Coconut Point Resort and Spa for FPA Retreat may be canceled up to 7 days prior to the arrival date without a cancellation fee or penalty.
When is the deadline to book hotel reservations?
Room reservations may be booked at the contracted rate until April 19, 2023 or until sold out. After this date, rates and availability are not guaranteed.
How can I register for FPA Retreat?
You can register online! If you require assistance or have questions, please call our Member Engagement team at (800) 322-4237 x2.
What is included in my registration fee?
Event registration includes access to all education breakout sessions, keynote sessions, and meal functions (breakfast, lunch, dinner and coffee breaks as indicated on the schedule).
When is the registration deadline?
The deadline to register for Retreat is April 10, 2023.
Do I need to register for sessions ahead of time?
No, all content and sessions are included in your registration and do not need to be selected ahead of time.
What is the registration cancellation policy?
Cancellation and refund requests must be made in writing to firstname.lastname@example.org by April 3 and a refund of all fees, less a $100 administrative fee, will be given. Refunds will be returned to the original payer and in the original method of payment.
Please note that refunds will not be given for no-shows. All requests for exceptions to the cancellation/refund policy must be submitted in writing by the registrant with appropriate documentation no later than April 3, 2023. After this date, no refund considerations will be made.
A transfer of your full registration fees to another individual is permitted prior to the conference start date and must be submitted in writing to email@example.com.
Onsite transfers must be accompanied by proof of the original confirmation letter. The individual submitting the transfer request is responsible for all financial obligations (any balance due) associated with that substitution. Registration costs and other fees from this event cannot be transferred to another program, event or membership dues. Badge sharing, splitting and reprints are strictly prohibited.
Samples of relevant and supporting documentation for cancellation include but are not limited to:
A signed letter from physician/medical provider stating
1. The date(s) of the onset and duration of the condition and
2. How the condition impaired your ability to attend the conference.
Please do NOT send medical records or bills.
Deployment orders/PCS orders/TDY orders; memo from Commanding Officer to address issues not covered by military orders. Generally, we require memos from 0-5’s and above.
Death of Immediate Family Member
Death certificate or obituary. The submitted documentation must show date of death and family relationship.
Will I get a refund if FPA Retreat is canceled?
If for any reason beyond our control Retreat is not permitted to take place, attendee registration will be refunded in full.
What is the event cancellation policy?
FPA reserves the right to cancel any event due to low enrollment or other circumstances which would make the event non-viable. If FPA cancels the event, participants will be offered a full refund. Should circumstances arise that result in the postponement of the event, FPA has the right to issue a full refund or transfer the registration to the same event at the new, future date. FPA will not be responsible for any participant’s expenses related to the cancellation or postponement of the event.
When will the conference schedule be released?
The event schedule is available now! Retreat will kick off at 3 PM EST on Monday, May 1, and will conclude at 11:30 AM on Thursday, May 4.
How many sessions will qualify for continuing education (CE) credits?
Historically, Retreat has been able to offer participants a minimum of 8 hours of CFP® CE credit.
How do I earn CE credit for the sessions I attend at Retreat?
FPA applies for acceptance from the CFP Board and reports continuing education to the CFP Board on behalf of all conference attendees. CFP Board has final authority on the acceptance of eligible sessions.
During the session, you will be given a code to enter into the FPA Retreat mobile app and will be directed to fill out a short evaluation to indicate your attendance at the qualifying session.
Who do you submit CE to on my behalf and how long does it take?
FPA will automatically report credit to CFP Board within three weeks of the conference. Please be certain FPA has your CFP Board ID by logging into your FPA account and checking your profile. If you hold additional designations, you will need to self-report credit to the appropriate association or board.
Does CE qualify for other designations other than the CFP® designation?
If you hold other designations, you will need to self-report credit to the other associations or boards, including the Society of Financial Service Professionals (SFSP), Professional Achievement in Continuing Education (PACE), Investments and Wealth Institute (CIMA) and American Institute of CPAs (AICPA). Each agency, board or organization has the final authority on the acceptance of credit.