FPA Retreat 2023 | Financial Planning Association (FPA) | 1 May 2023 | Hyatt Regency Coconut Point Resort And Spa, 5001 Coconut Rd, Bonita Springs, FL 34134, USA

Venue
Hyatt Regency Coconut Point Resort And Spa
Hyatt Regency Coconut Point Resort And Spa, 5001 Coconut Rd, Bonita Springs, FL 34134, USA

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Event Date Mon May 1 EDT - Thu May 4 EDT (over 1 year ago)
Location Hyatt Regency Coconut Point Resort And Spa
5001 Coconut Rd, Bonita Springs, FL 34134, USA
Region Americas
Details

FPA offers a range of events, each with its own objective, audience, content, and flavor. In addition to our national events, our chapters offer meetings throughout the year, focusing on financial planning topics, business practices, legislation, and issues that impact your local community.

Speakers

2023 Speakers

KEYNOTE SPEAKERS:

Alexa Clay
Co-author of the Misfit Economy

Ken Gronbach
President of KGC Direct

Karla Starr
The Starr Report

SPEAKERS:

Denise Appleby, MJ, APA, AKA ,CISP, CRC, CRPS, CRSPS,CRSPSP, APA
Appleby Retirement Consulting, Inc.

Susan Bradley, CFP, CeFT
Sudden Money Institute

Kellan Brown
Finance of America Reverse

Elissa Buie, CFP®
Yeske Buie

Diana Cabrices Consulting

John W. Cullum, CFP®
American Heart Association

Julie Fortin, CFP®, FBS®, CeFT®
Northstar Financial Planning

Fred Hanish
FP Transitions

Stuart J. Heckman, PhD, CFP®
Kansas State University

Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Carson Group

Marlis Jansen
LMFT, FBS, Graddha LLC

Sindhu Joseph
CEO, CogniCor

Barbara Kay, MA, LPC, RCC, TIPC
Barbara Kay Coaching

Autumn Knutson, CFP®

Annalee Kruger, LBSW, MBA
Care Right Inc.

James Lee, CFP®, CRPC®, AIF®
Lee Investment Management

Craig Lemoine, PhD, CFP®
University of Illinois Champaign - Urbana

Meghaan Lurtz, PhD
Kansas State University

Dan Moisand, CFP®
Moisand Fitzgerald Tamayo, LLC

Amy N. Mullen, CFP®
Money Quotient

Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™
Practice Management Consultants LLC

Mark Paulson
Allianz Investment Management

Courtney Pullen, M.A.
The Pullen Consulting Group

Kevin Reed
Morningstar, Inc.

Tim Rembowski
DPL Financial Partners

Don St. Clair, CFP®, AIF®, ChSNC®, CCFC
St. Clair Financial

Kacie Swartz, CFP®, CIMA®
Black Barn Financial

Corliss Taylor, JD, MBA, CTFA
Raymond James Financial, Inc.

Sam Ushio
Connect3x

Dave Yeske, DBA, CFP®
Yeske Buie

Daniel Zajac
CFP, EA, CLU, Zajac Group

Sponsors & Partners

2023 Partners

• Allianz
• Altruist
• American Heart Association
• Dimensional
• Finance of America Reverse
• Foundation for Financial Planning
• FP Transitions
• ISGAM US
• Nationwide
• Ryan Insurance Strategy Consultants