FPA Annual Conference 2022 | Financial Planning Association (FPA) | 12 December 2022 | Sheraton Grand Seattle, 1400 6th Ave, Seattle, WA 98101, USA

One of the most common sentiments we hear about this Conference is “it happens in the hallways.” That’s because it’s in the hallways of the convention center, hotels, and other venues where that spirit of community is most evident. In the hallways, people stop to talk and share with each other. They connect because events like our Annual Conference bring out the one quality we ALL need now more than ever—community.

After being plugged-in 24/7, wouldn’t it be nice to unplug (literally!) and connect face-to-face with your financial planning colleagues and friends? We think so too.

This Annual Conference 2022 is your opportunity to:
• Be a part of the largest gathering of CFP® professionals in the U.S. this year.
• Learn and share best practices to achieve greater business success.
• See real people in-person!
• Build you professional competency in practice of financial planning.
• Hear from some of the profession’s most preeminent thought leaders.
• Learn about the latest tools and services from top companies that can help your business and clients.
• Talk with people—not over a computer, but in the same room!
• Connect with professionals of all demographics and business backgrounds.
• Enjoy some time in a fun, lively atmosphere and in a city with tons to do.

2022 Speakers

KEYNOTE SPEAKERS:

Keith Ferrazzi
Chairman & Founder of Ferrazzi Greenlight

Traci Brown, CSP
Keynote Speaker & Fraud-Busting Body Language Expert at Traci Brown, Inc.

Sallie Krawcheck
CEO & Founder of Ellevest

SPEAKERS:

Sadiya Abjani
Director of Training and Instructional Design, SAGE

Gary Altman
Partner, Altman & Associates

Thomas Aviles
Vice President - Business Development - Advisor Client Experience, Morningstar

David Blanchett
Managing Director / Head of Retirement Research, PGIM DC Solutions

Katie Burke
Co-Founder, Equita Financial Network

Janice Cackowski
Co-Founder / Financial Advisor, Centry Financial Advisors, LLC

Kevin R. Clark
Financial Advisor, Highview Advisor Group

John Cullum
Senior Charitable Estate Planning Advisor, American Heart Association

Stephen de Man
Vice President, Dimensional Fund Advisors (DFA)

David DeVoe
Chief Executive Officer, DeVoe & Company

Mary Dorn
Assistant Professor of Finance, Columbia College

Ric Edelman
Financial Advisors, Executives and Managers, Digital Assets Council of Financial Professionals (DACFP)

Paul Ellis
ESG Consultant & Host, Paul Ellis Consulting

Sarah S. Fallaw
Co-Author of The Next Millionaire Next Door / Founder and President, DataPoints

Kimberly Foss
Founder and President, Empyrion Wealth Management

Greg Friedman
Chief Strategy Officer, Wealthspire Advisors

Sara Z. Geber
Keynote Speaker / Workshop Leader / Author, LifeEncore and Sky Ridge Consulting Group, Inc.

Greg Geisler
Clinical Professor of Accounting, Indiana University

Dima Ghawi
Certified Professional Coach, Dima Ghawi LLC.

Carroll S. Golden
Executive Director, NAIFA

Bridget V. Grimes
Co-Founder, Equita Financial Network

Cynthia R. Haddad
Managing Partner & Wealth Advisor, Affinia Financial Group

Matt Halloran
Partner and Chief Relationship Officer, ProudMouth

Gretchin Halpin
Co-Founder, Beyond AUM

Jessica Harrington
Executive Business Coach, Carson Coaching

Stuart Heckman
Associate Professor, Kansas State University

Dalisha Herring
Teaching Faculty, Florida State University

Gerald Johnson
Executive Vice President, Office of Health Equity & Chief Diversity Officer, American Heart Association

Barbara Kay
President, Barbara Kay Coaching

Marc Kiner
Owner (Social Security Consulting, Social Security Educator, Podcast), Premier Social Security Consulting & Education

Emily Koochel
Senior Financial Planning Education Consultant , eMoney Advisor

David Lau
CEO, DPL Financial Partners

Michael Lecours
Co-Founder, fpPathfinder

Brian Leitner
Head of Mariner Platform Solutions, Mariner Platform Solutions

Scott Lesnick
Global Leadership Keynote Speaker & Author, Successful Business Solutions, LLC

Sonya L. Lutter
Associate Professor of Personal Financial Planning , Kansas State University

Pat McClain
Co-Founder and Senior Partner, Allworth Financial

Megan McCoy
Director - Masters Program, Personal Financial Planning, Kansas State University

Zoë K. Meggert
Author, Perfectly Planned Content, LLC

Ray Odom
National Director of Wealth Transfer Services / Senior Vice President, Northern Trust

Matt Ohme
Senior Vice President / Channel Head, Allianz Life Insurance

Travis G. Parry
Speaker / Coach / Podcaster / Author, Make Time Institute

Michelle Petrowski
Certified Divorce Financial Analyst™ (CDFA), Being Mindful in Divorce/ New Direction Financial Strategies LLC

Wade D. Pfau
Professor of Retirement Income, The American College of Financial Services

Lawrence K. Pon
Serving Clients, Pon & Associates

William Reichenstein, Ph.D., CFA
Social Security Solutions, Inc.

Stephen Resch
Vice President, Retirement Strategies, Finance of America Reverse

Andrew Rinn
Vice President Advanced Solutions & Design, Ameritas

John Ryan
Owner, Ryan Insurance Strategy Consultants

Darin Shebesta,
Vice President/ Wealth Advisor, Jackson/Roskelley Wealth Advisors, Inc.

Reshell Smith
CEO, AMES Financial Solutions

Stephen R. Soper
Senior Vice President Client Services, Wright Investors Service

Charesse J. Spiller
Founder & Principal Consultant, Level Best

Anita Srivastava
Financial Advisor, Merrill Lynch Wealth Management

Craig Strent
Chief Production Officer, Celebrity Home Loans

Dan Wanous
Business Development Officer, Thrivent Advisor Network

Carl Wayne
Assistant Vice President - Planned Giving, University of Washington

Jay M. Weisman
Principal, Legacy Philanthropy Group / Build A Million Bridges

Cozy Wittman
Partnerships & Education/National Speaker, College Inside Track

Daniel M. Yerger
President, MY Wealth Planners

Vanessa Zamy
Professional Speaker, Your Vision's Catalyst, LLC

2022 Sponsors

• Digital Assets Council of Financial Professionals, LLC
• Dimensional
• Finance of America Reverse
• Invesco
• Mariner Platform Solutions
• Morningstar
• Prudential
• Ryan Insurance Strategy Consultants
• Allianz Life Insurance Company of North America (Allianz)
• Allworth Financial
• American Heart Association, Inc.
• Ameritas
• Carson Group