FPA Retreat 2018

April 23-26, 2018 | The Wigwam | Litchfield Park, AZ


FPA Retreat 2018


"My first retreat was last year in Phoenix.  I was so impressed that I signed up immediately for this year’s when it was announced. I really appreciate all you and the FPA do for our fine profession. Thank you!" Jeffrey Riley, CLU®, CFP®


FPA Retreat 2018


“I think I most gauge a superior Retreat experience by how strongly I get that feeling of fright at even the thought of having missed it.  And it is really scary to think of not having been able to make this one.” Guy Cumbie, CFP® CIMA®, RLP®


FPA Retreat 2018: April 23-26, 2018

Join the best and brightest in the financial planning profession.
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Message from Scott and Kirsten

Hear from our 2018 FPA Retreat Task Force Co-Chairs on what sets this gathering apart from any other.

The Retreat story continues in 2018 as we gather at the historic Wigwam hotel––about 30 minutes from downtown Phoenix, AZ. The location is a perfect fit for the unique concept of Retreat, offering a design and layout that is especially conducive to connecting and engaging in meaningful conversations with colleagues both within and outside meeting rooms.

Retreat is a deeply relational experience and is intentionally designed to be an incubator for knowledge sharing, ideation and the fostering of perspectives focused on the art and science of financial planning.

This year, we mark 45 years of recognizing the CFP® mark. Against this backdrop, we will initiate cutting edge strategies in financial planning as we evolve and shape our dynamic profession. Additionally, we will frame and honor our history by looking back and learning from early influencers who pioneered the profession (in the midst of trying regulatory and cultural environments), and we will focus our attention forward by learning from leading practitioners who offer an optimistic and exciting portrayal of where our industry is going.

Perhaps the best way to understand Retreat is to read firsthand 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.

We look forward to connecting with old friends, meeting new ones and sharing timeless wisdom from those who remind us why we do what we do––day after day.

See you at the Wigwam!

Kirsten Ismail, CFP®
FPA Retreat 2018 Co-Chair

Scott Kahan, CFP®
FPA Retreat 2018 Co-Chair

2017 Retreat Photos

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2017 Recap Video

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Sessions & Attendees

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Thank You

FPA would like to thank their partners for supporting the 2018 FPA Retreat.

Cornerstone Partners

Strategic Partners