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FPA RETREAT 2025

Be on the lookout as we continue to update our roster of incredible speakers for FPA Retreat 2025. In the meantime, take a look at our 2024 speakers below. 

KEYNOTE SPEAKERS

FPA Retreat 2024 featured 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

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FPA Live
00:24:01

FPA Live with Erica Orange

We sit down with FPA Retreat 2024 Keynote Speaker, Erica Orange, for a chat about Futurists.
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FPA Live
00:25:42

FPA Live with Louie Gravance

FPA Retreat 2024 Keynote Speaker, Louie Gravance, can make the Disney service concepts work for you.
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FPA Live
00:19:02

FPA Live with Gurpreet Dhaliwal

We discussed all things Gurpreet Dhaliwal, our final FPA Retreat 2024 Keynote Speaker.

SPEAKERS

  • Samantha Allen

    Samantha Allen

    Carson Group

  • Meg Bartelt, CFP®, RLP, MSFP

    Meg Bartelt, CFP®, RLP, MSFP

    Flow Financial Planning, LLC

  • Laurie Belew, CFP®

    Laurie Belew, CFP®

    Cerity Partners

  • 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

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

    The Planning Center

  • Susan Bradley

    Susan Bradley, CFP, CeFT

    Sudden Money Institute

  • Michael A. Branham, CFP®

    Michael A. Branham, CFP®

    The Planning Center, Inc.

  • Kevin Clark

    Kevin R. Clark, CFP®, CIMA®, EA

    Highview Advisor Group

  • Mark Defee

    Mark P. DeFee, BCC

    Mark DeFee Coaching

  • 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

    Tao Guo, PhD

    Morningstar Investment Management LLC

  • Kate Healy

    Kate Healy

    AdvoKate IQ, LLC

  • Mark P. Hurley

    Mark P. Hurley

    Digital Privacy & Protection, LLC

  • Elizabeth W. Jetton, M.Ed., CFP Board Emeritus®

    Elizabeth W. Jetton, M.Ed., CFP Board Emeritus®

    Jetton Consulting, Financial Planning

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

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

    Mission Wealth

  • Lisa A. Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®

    Lisa A. Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®

    Omega Wealth Management, LLC

  • Autumn Knutson

    Autumn Knutson (Campbell), CFP®

    Styled Wealth

  • Eric T. Ludwig, PhD, CFP®

    Eric T. Ludwig, PhD, CFP®

    Stockbridge Private Wealth Management LLC

  • Nicole Madosik

    Nicole Madosik

    Mission Wealth Management

  • Mark Netjes

    Advyzon

  • Lawrence Pon

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

    Pon & Associates

  • Danika Waddell, CFP®, RLP, CSLP

    Danika Waddell, CFP®, RLP, CSLP

    Xena Financial Planning

  • Cozy Whitman

    Cozy Wittman

    College Inside Track