One needs only to speak with past attendees for a few moments to recognize that they view FPA Retreat as a genuinely unique experience in the world of professional events. The secret, they say, is deeper than the session content or the location, and lies in its spirit.
The story began in the perfectly imperfect incubator environment of a college campus, with companions carrying on animated deliberations far into the night. The essence of these informal discussions drove an evolution into what we now call “Under the Trees,” that marked the early days of Retreat.
As the idea continued to transform, the spirit of friendly discourse, a shared commitment to improvement and development and a structure without formal boundaries endured. A format focused on the powerful interactions and connections between planners who have come to view each other not just as peers, but as friends and confidantes, remains a hallmark of the gathering to this day.

A Genuinely Unique Experience

Powerful Interactions & Connections

While certainly driving the expansion of the Retreat concept, attendees believe the content of the discussions and conversations also helps to shape and advance the growth of the financial planning profession. Structured sessions provide useful information and educational opportunities, and the pure learning and sharing environment of the gathering ensures that one can find equally valuable insight through attendee-led Under the Trees discussions, conversations during breaks, in sharing meals with their peers and late-night conversations.
The story of FPA Retreat is never complete, as there are always more chapters to be written. As a result, you and your fellow attendees, many of whom have made Retreat a part of a powerful tradition over many years, create a new and integral part of the Retreat story each year.

FPA Retreat 2020:
May 4 – 7, 2020

Join the profession’s best and brightest in Cedar Creek, Texas.