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Event Date | Mon May 6 EDT - Thu May 9 EDT (over 5 years ago) |
Location |
Hilton La Jolla
10950 N Torrey Pines Rd, La Jolla, CA 92037, USA |
Region | Americas |
Join the Thinkers, Thought Leaders & Change Makers
Defined by its storied history and powerful legacy, the evolution of FPA Retreat has become in some ways synonymous with the growth and transformation of the financial planning profession.
Each year, the top minds in the industry convene at this one-of-a-kind conference to share ideas, examine key issues and pave the way forward for the profession. FPA Retreat harnesses the kinship and power of the financial planning community in a beautiful, intimate setting—it’s the 2019 event you don’t want to miss!
2019 Speakers
Candy Chang
Urban Space Artist
James Clear
Author, Atomic Habits
Barbara Coombs Lee
Author, Finish Strong
Jeff Desjardins
Founder and Editor-in-Chief, Visual Capitalist
Michael Futterman
Assistant Vice President, Knowledge Lab™ Professional Development at Janus Henderson Investors U.S.
Jaimy Szymanski
Industry Analyst & Founding Partner, Kaleido Insights
2019 Sponsors
• Financial Advisor
• Market Cambridge Alliance
• Oppenheimer Funds