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KEYNOTE SPEAKERS

FPA Retreat 2024 features thought leaders from outside the profession to help you get energized, explore innovation, and uncover disruption that is rocking your profession.

  • Erica Orange Headshot

    Erica Orange

    Executive Vice President/Chief Operating Officer at The Future Hunters

  • Louie Gravance Headshot

    Louie Gravance

    Customer Experience Consultant at Louie Gravance Creative Content

  • Gurpreet Dhaliwal Headshot

    Gurpreet Dhaliwal

    Professor of Medicine at UCSF

SPEAKERS

Check back soon as we continue to add to FPA Retreat 2024.

  • Meg Bartelt, CFP®, RLP, MSFP

    Meg Bartelt, CFP®, RLP, MSFP

    Flow Financial Planning, LLC

  • Chet Bennetts, CFP®, PhD, CLU, ChFC, RICP, CLF

    Chet Bennetts, CFP®, PhD, CLU, ChFC, RICP, CLF

    The American College

  • Aviva Black, Masters, Education

    Aviva Black, Masters, Education

    Family Love Letters

  • H. Jude Boudreaux, CFP®, GFP (USA)

    H. Jude Boudreaux, CFP®, GFP (USA)

    The Planning Center

  • HYVFMLMC-Presenter-ClarkK

    Kevin R. Clark, CFP®, CIMA®, EA

    Highview Advisor Group

  • WZPHGAWM-Presenter-DeFeeM

    Mark P. DeFee, BCC

    Mark DeFee Coaching

  • Gurpreet Dhaliwal, MD

    Gurpreet Dhaliwal, MD

    University of California San Francisco

  • Samuel M. DiPietro, JD, CPA, LLM, MST

    Samuel M. DiPietro, JD, CPA, LLM, MST

    Grand Canyon University

  • Amy Florian, FT

    Amy Florian, FT

    Corgenius, Inc.

  • Tao Guo, PhD

    Tao Guo, PhD

    Morningstar Investment Management LLC

  • Kate Healy

    Kate Healy

    AdvoKate IQ, LLC

  • Mark P. Hurley

    Mark P. Hurley

    Digital Privacy & Protection, LLC

  • Joey Khoury, MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®

    Joey Khoury, MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®

    Mission Wealth

  • Eric T. Ludwig, PhD, CFP®

    Eric T. Ludwig, PhD, CFP®

    Stockbridge Private Wealth Management LLC

  • Nicole Madosik

    Nicole Madosik

    Mission Wealth Management

  • Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP

    Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP

    Pon & Associates

  • Danika Waddell, CFP®, RLP, CSLP

    Danika Waddell, CFP®, RLP, CSLP

    Xena Financial Planning