Venue
VIRTUAL EVENT

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Event Date Thu Oct 1 EDT - Sat Oct 3 EDT (about 4 years ago)
Location VIRTUAL EVENT
Region Americas
Details

The FPA Annual Conference is the largest global gathering of CFP® professionals and thought leaders in financial planning, attracting thousands of attendees from more than 20 countries each year.

Speakers

2020 Speakers

Dr. Marci Rossell
The Economista

Marina Baranovsky
Regulatory Compliance Consultant (SEC), Scitus Consulting

David Blanchett, Ph.D., CFP®, CLU®, ChFC®, CFA
Head of Retirement Research, Morningstar Investment Management

Amy Florian, FT, M.A.
CEO, Corgenius, Inc.

Scott Hanson, CFP®, CFS®, ChFC®
Co-Founder and Senior Partner, Allworth Financial

Kristin Harad, CFP®
CMO, Outsourced

Mishkin Santa, J.D., LLM, TEP
International Tax Director, The Wolf Group

Sponsors & Partners

2020 Partners

CORNERSTONE PARTNERS
• Vanguard

STRATEGIC PARTNERS
• American Heart Association
• Finance of America Reverse
• Janus Henderson
• Prudential
• Ryan Insurance
• United Healthcare

SUPPORTING PARTNERS
• Ash Brokerage
• College for Financial Planning
• Dimensional
• FP Transitions
• Markel
• Snappy Kraken
• Swan Global Investments

GOLD PARTNERS
• DPL Financial Partners
• Envestnet Money Guide
• Lincoln Financial Distributors
• SEI

EXHIBITORS
• Allianz
• Allworth Financial
• Ameritas
• Avantis Investors
• Betterment for Advisors
• Charles Schwab
• CION
• College for Financial Planning
• eMoney
• Foundation for Financial Planning
• Hardin
• Income Conductor
• Lighthouse Life
• NAPA Premier
• Orion
• T.Rowe Price
• Tolerisk
• Transamerica
• Trust & Will
• Vanguard Charitable
• ZAHN