2018 FPA Annual Retreat

April 23-26, 2018 | The Wigwam | Phoenix, Arizona


We are excited to announce the 2018 FPA Annual Retreat Task Force Co-Chairs, Kirsten Ismail, CFP® and Scott Kahan CFP®


“I just want to make sure that, as we go into the next stage of everything, that we hold this sacred flame that he’s trying to communicate to us,” Jake Wagner (Dick Wagner’s son)


"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 encouraged a mentor of mine in Michigan to attend as a first timer this year.  He came down and really enjoyed it as well. I really appreciate all you and the FPA do for our fine profession. Thank you!" Jeffrey Riley, CLU®, CFP®


“Retreat is a unique event, with advanced material, and a place where the art and science of financial planning comes together. It is an intimate environment where you are able to network closely with some of the top financial planners in the World.” Dan Moisand CFP®


“This year’s Retreat was rather astoundingly good. I’ve been to roughly thirty of them and this one really ranked very near, if not at the top. 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.
Register Today for 2018


In this video we capture the essence of the Annual Retreat.  If you weren’t able to join us this year, we hope that you are inspired to join us in years to come.

2017 FPA Annual Retreat Photos!

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Sessions & Attendees

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Dick Wagner

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Closing Reception

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