Ross Richardson

My Retreat Story

My first Retreat was in 1990, when I had only been in the business for two years. I really felt I had no place there, but as the local Institute…

Read My Story
What a great week! Grateful to experience it with my friend, @MoneyBossMom. Lots of quality information to bring back and put into practice to better serve our clients. #FPARetreat19

@PYAW_Melissa

“It’s the best work conference I attend every year. There is a spirit of learning and collaboration, and a genuine interest in connecting and sharing ideas.”

Eric HatfieldCLU, ChFC, CLTC
In San Diego this week, there was deep learning, sharing and growth—and also some fun—for me and my San Francisco financial planner pals at #FPARetreat19.

@JoyceLFranklin

“Timely and substantial content, great interaction with peers, and nothing product-driven or really vendor-specific. It was so much more valuable than other conferences I've attended.”

Ele JordanAAMS

Debbie Grose

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…

Read My Story

“There's no better conference for quality content, rich relationship building, and personal and professional development.”

Joseph "J.J." SessionsCFP®

Daniel M. Yerger

My Retreat Story

I publicly criticized FPA Retreat before I attended it. I saw the list of workshops and guest speakers, and thought to myself: “What does this …

Read My Story
Leaving #FPARetreat19 early AM. Thanks to #FPA for a tremendous event and deep discussions. I am leaving with so many great ideas and look forward to much more involvement!

@tomlakatos

Ross Richardson

My Retreat Story

My first Retreat was in 1990, when I had only been in the business for two years. I really felt I had no place there, but as the local Institute…

Read My Story
What a great week! Grateful to experience it with my friend, @MoneyBossMom. Lots of quality information to bring back and put into practice to better serve our clients. #FPARetreat19

@PYAW_Melissa

“It’s the best work conference I attend every year. There is a spirit of learning and collaboration, and a genuine interest in connecting and sharing ideas.”

Eric HatfieldCLU, ChFC, CLTC
In San Diego this week, there was deep learning, sharing and growth—and also some fun—for me and my San Francisco financial planner pals at #FPARetreat19.

@JoyceLFranklin

“Timely and substantial content, great interaction with peers, and nothing product-driven or really vendor-specific. It was so much more valuable than other conferences I've attended.”

Ele JordanAAMS

Debbie Grose

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…

Read My Story

“There's no better conference for quality content, rich relationship building, and personal and professional development.”

Joseph "J.J." SessionsCFP®

Daniel M. Yerger

My Retreat Story

I publicly criticized FPA Retreat before I attended it. I saw the list of workshops and guest speakers, and thought to myself: “What does this …

Read My Story
Leaving #FPARetreat19 early AM. Thanks to #FPA for a tremendous event and deep discussions. I am leaving with so many great ideas and look forward to much more involvement!

@tomlakatos