FPA Annual Retreat 2018 | Financial Planning Association | 23 April 2018 | The Wigwam, 300 Wigwam Ln, Litchfield Park, AZ 85340

The FPA Retreat conference is not about advanced planning, but advanced planners – experienced practitioners, who are looking to be stimulated with new ideas, and to get recharged by taking a step away from the business for a few days, and figure out what’s next. In fact, while there are some advance technical sessions on the agenda, along with several on practice management, the biggest takeaway for most advisors who go to Retreat is their opportunity to focus on the art of financial planning, and how to be a better advisor practitioner working with your clients.

2018 Speakers:

Stephanie Kelton, PhD
Professor of Economics and Public Policy, Stony Brook University

Panelists and Moderators:

Brandon Moss, CFP
Director - XY Investment Solutions, XY Planning Network

George Svagera
VP, Regional Sales, Orion Advisor Services

Justin Bishop
Account Manager, MoneyGuidePro®, Created by PIEtech

George Kinder, CFP®, RLP
President/Author, Kinder Institute

Ron Galloway
President, 818 Research, LP

Edward Gjertsen, II, CFP®
Vice President, Mack Investment Securities, Inc.

Brian Scott, CFA
Senior Investment Strategist, Vanguard

Skip Schweiss
President, TD Ameritrade Trust Company

John Anderson
Managing Director - Head of Practice Management, SEI

Carolyn McClanahan, MD, CFP®
Founder, Life Planning Partners, Inc.

2018 Sponsors and Partners:

CORNERSTONE:
• Ameritrade Institutional
• Vanguard

STRATEGIC:
• FP Transitions
•TrueProfile
• Ryan Insurance Strategy Consultants
• Janus Henderson Invetors
• SEI

SILVER:
• Fairway
• Markel
• Longbridge Financial, LLC

BRONZE:
• Betterment for Advisors
• Book in a Box
• DPL
• T.RowePrice
• PeachCap
• USAA
• Dimensional

AMENITY:
• Financial Advisor IQ
• OPpenheimerFunds
• Sterlinh

PANELS:
• Envestnet
• Advicent
• Everplans
• Orion
• PIE Tech
• RobustWealth

EXHIBITORS:
• RMF
• XY Planning Network