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