The distinctive tradition, flavor and format of FPA Retreat are what truly separate the event from other financial meetings, and there’s no better way to understand the spirit of the event than to share in the unique experiences of past Retreat attendees. The following vignettes comprise their stories, in their own words. #FPARetreat19
The first time I attended Retreat, I’d been a CFP® practitioner for about a minute. I’d just completed the FPA Residency a few months before, and I was searching for…
Culture. It’s a simple but essential word. Most teams, groups and organizations have a distinct culture. Those with a healthy culture excel, while those without one mostly tread water or…
I attended my first FPA Retreat in 2012 in Scottsdale, Arizona, at the Hyatt Regency Resort. I haven’t missed one since! I had been in a financial planning role since…
The excitement I feel for FPA Retreat is similar to the excitement of going to summer camp. It’s a time to reconnect and spend time with some of your best…
After 30 years in the industry (I began my planning career at Deloitte in 1985), I’d mostly lost interest in industry conferences. Then, at the behest of some colleagues, I…
My first Retreat experience was in 1991 (ICFP) at the University of British Columbia. In those early years, while a junior planner, I attended Retreat with a sense of awe…
FPA Retreat is a place of inclusion and welcomes the intersection of various age ranges and career experiences, and provides the opportunity to have in-depth conversations that may not be…
FPA Retreat has become a must-attend conference for me, something that has benefited me throughout my career. I attended my first Retreat at the University of British Columbia in Vancouver…
I started my financial planning career about 14 years ago after finishing a management career with a major U.S. corporation. I became a CFP® and attended the FPA Annual Conference…
