FPA Retreat 2017 | Financial Planning Association | 24 April 2017 | Gerogia, United States

it’s about learning the latest trends and improving client services, but more than that, Retreat is about getting to know people who care about the same things you care about as a financial planner. Because it’s not just a profession you share, it’s a passion you share with like-minded people. People who care as much as you do about helping your clients accomplish the financial dreams that allow them to achieve even bigger dreams.
Best of all…Retreat 2017 is about reconnecting to the reasons you became a financial planner in the first place…and remembering that you’re still as passionate as you’ve always been about what matters most in your own life.

Speakers for 2017

Keynote Speakers:
Carl Hammerschlag,
MD

Kerri Kasem, KasemCares.org
Founder/Director
KasemPoint, Inc

Speakers:
Micah Shilanski, CFP®, RFC®, AIF®
Financial Planner
Shilanski & Associates, Inc.

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

Micah Hauptman, N/A
Financial Services Counsel
Consumer Federation of America

Dennis Stearns, CFP
President
Stearns Financial Group

Susan Bradley, CFP, CeFT
Founder
Sudden Money Institute

Heather Jarvis, JD
President
Heather Jarvis, Student Loan Expert LLC

Tracy Beckes, MBA
Founder and Business Coach
Tracy Beckes and Associates, Inc.

Dave Yeske, DBA, CFP®
Managing Director
Yeske Buie

Robert Mauterstock, Jr., CFP®, CLU, ChFC
Speaker, Author, Facilitator
Plan4Life LLC

Dennis Stearns, CFP
President
Stearns Financial Group

Jim McCabe
President and Founder
Eldercare Resources

Courtney Pullen, MA
President
Pullen Consulting Group

Adam Minsky, Attorney
Owner and Founder
Law Office of Adam S. Minsky

Robert Mauterstock, Jr., CFP®, CLU, ChFC
Speaker, Author, Facilitator
Plan4Life LLC

Nathan Harness, CFP(R)
Director of Financial Planning
Texas A&M University

Andrew Fisher, CFA, CPA
President
Worldview Wealth Advisors

Kirsten Ismail, CFP®
Vice President - Wealth Management
UBS Financial Services

Hannah Moore, CFP®
Owner
Guiding Wealth Management

Presenters:
Alan Wolberg, JD
Senior Vice President, Senior Wealth Planner
City National Bank

Greg Severinghaus, ASLI, ARM
Marketing Manager/Senior Underwriter
Markel

Danielle Fava
Director, Product Strategy and Development
TD Ameritrade Institutional

John Ryan, CFP®
CEO
Ryan Insurance Strategy Consultants

Patrick Delaney
Vice President
T. Rowe Price

Stephen Brody, CFP, ChFC, RLP, EdD
Senior Financial Planner
Greenville Financial Advisors

Caleb Brown, MBA, CFP®
Co-Founder & Partner
New Planner Recruiting

Elizabeth Loewy, Esq.
General Counsel & Sr VP of Industry Relations
EverSafe

Gregory Friedman, CFP®
Founder, CEO and President
Private Ocean

Scott Bosworth, CFA
Vice President
Dimensional Fund Advisors

Daniel Egan, MSc
Director of Behavioral Finance and Investing
Betterment

Eric Ervin, CFP®
Founder, CEO
Reality Shares, Inc.

Maria Quinn

Cindy VanAmburgh, CAP
Senior Philanthropic Consultant
Vanguard Charitable

Cam Marston, AL
President
Generational Insights

Adam Witty, N/A
CEO & Founder
Advantage Media Group|ForbesBooks

David Grau, Sr., JD
Founder and President
FP Transitions

John Evans, Jr.
Executive Director, Janus Labs
Janus Capital Group

Scott Kahan, CFP®
President
Financial Asset Management Corporation

Sponsors for 2017

Cornerstone:
Vanguard

Strategic:
Betterment
Capital Preferences
RYAN INSURANCE
T.Rowe Price

Gold Sponsors:
JANUS CAPITAL Group
Ameritrade Institutional

Silver Sponsors:
Advantage THE BUSINESS GROWTH COMPANY
Dimensional
FP TRANSITIONS
RMF

Bronze Sponsors:
City National Rochdale
re.ality shares
Vanguard Charitable
First Ascent Asset Management
MARKEL