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Event Date | Mon Apr 25 EDT - Thu Apr 28 EDT (over 2 years ago) |
Location |
Hyatt Regency Lost Pines Resort And Spa
575 Hyatt Lost Pines Rd, Cedar Creek, TX 78612, USA |
Region | Americas |
Each year, the top minds in the industry convene at this one-of-a-kind event 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 an event you don't want to miss!
Perhaps the best way to understand Retreat is to read first-hand stories from past attendees who share what Retreat has meant to them and how it has impacted their lives from a personal and professional standpoint. In addition to forging and curating deep relationships, Retreat attendees are at the forefront of discussions and conversations that truly shape and advance the growth of the financial planning profession.
2022 Sponsors
Alex Sheen
Founder, Because I Said I Would
Ashton Applewhite
Author, This Chair Rocks: A Manifesto Against Ageism
Austin Channing Brown
Author, I’m Still Here: Black Dignity in a World Made for Whiteness
Michael Kitces
Chief Financial Planning Nerd at kitces.com
2022 Partners
• Allianz
• American Heart Association
• BOK Financial
• Dimensional
• Finance of America
• Foundation for Financial Planning
• FP Alpha CX
• FB Transitions
• Gray Harbor Capital
• Longbridge
• Nationwide
• Pontera
• Prudential
• Republic Capital Group
• Ryan Insurance
• Tweedy, Browne Company