My Retreat Story
October 19, 2018

Andrew Sivertsen, CFP®

My Retreat Story

I can still remember my excitement the day my firm owners asked me to go to my first FPA Retreat in 2012. I had been a part of the firm…
My Retreat Story
October 19, 2018

Debbie Grose, CFP®

My Retreat Story

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…
My Retreat Story
October 19, 2018

Kevin Clark, CFP®

My Retreat Story

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…
My Retreat Story
October 19, 2018

Kirsten Ismail, CFP®

My Retreat Story

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…
My Retreat Story
October 19, 2018

Lauren Stansell, CFP®

My Retreat Story

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…
My Retreat Story
November 7, 2018

Mike Fitzhugh MBA, CFP®

My Retreat Story

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 Retreat Story
October 19, 2018

Paul K. Fain, III, CFP®

My Retreat Story

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…
My Retreat Story
February 13, 2018

Rianka R. Dorsainvil, CFP®

My Retreat Story

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…
My Retreat Story
January 4, 2018

Ross Richardson, CFP®

My Retreat Story

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…