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Event Date | Mon Oct 2 EDT - Wed Oct 4 EDT (about 7 years ago) |
Location |
Nashville Conference Center
601 Commerce St, Nashville, TN 37203, USA |
Region | Americas |
Attending the FPA Annual Conference provides you with invaluable takeaways to help you succeed. Learn how to navigate the industry’s latest trends from highly-respected thought leaders, network with peers and onsite business coaches and earn CE credit onsite (and more from conference recordings that will be provided free to all conference attendees).
If you didn’t make this year’s event, you missed a Q&A session on the DOL final ruling, tips to protect your practice from cyber threats, professional advice from business leaders and being able to connect with peers and speakers in roundtable sessions that dive deeper into daily tracks to help you create actionable plans to address challenges or pain points in your business.
Whatever the reason to attend conferences, the FPA Annual Conference is the must attend conference for today’s financial planning professionals.
2017 Keynote Speakers
Ron Insana
is a contributor to CNBC and MSNBC
Jean Chatzky
the financial editor for NBC’s TODAY
Phillip Fulmer
He is a sharp businessman and an excellent public speaker
with an inspirational “do the right thing” mentality
Susan Bruno, CPA/PFS, CFP®
Managing Director, Capital Wealth Advisors
Michael Falk, CFA, CRC
Partner, Focus Consulting Group
Stacy Francis, CFP®, CDFA™, CES™
President & CEO, Francis Financial
Cheryl Holland, CFP®
President & Founder, Abacus Planning Group
Ted Klontz, Ph.D.
Founder, Financial Psychology Institute; Associate Professor of Practice of Financial Psychology & Behavioral Finance, Creighton University Heider College of Business
Tim Kochis
Founder & CEO, Kochis Global
Dr. Carolyn McClanahan, M.D., CFP®
President, Life Planning Partners, Inc
Bob Powell
President, Unison, LLC; Executive Producer, PBS ‘More than Money’
Dan Rubin
Partner, Moses & Singer’s Trusts and Estates and Asset Protection Practices
Steven Ryder
President & Owner, True North Networks’
John Scroggins
Partner & Attorney, Scroggin & Company, P.C
Dr. Katy Votava
President, GOODCARE.com; OnMedicare Columnist, InvestmentNews
2017 Sponsors
•Corner Stone
Vanguard
•Strategic
Ameritrade
Betterment
Capital Preferences
RYAN INSURANCE
•Gold
Russell Investment
•Silver
Bright House
Davis
PIEtech
•Bronze
COMMONWEALTH
Dimantional
eMoney
FAIRWAY
Fidelity
FP TRANSITION
INCOME SOLVER
Longbridge
OIC The Options Industry Council
RETIREMENT FUNDING SOLUTIONS
T.Rowe Price