Schedule

Schedule-at-a-Glance Now Available!

The FPA Annual Conference Schedule-at-a-Glance Now Available. You’ll notice the schedule has brought back a few crowd favorites from last year!

  • Advanced Practitioner Technical Track – This advanced level track discusses core financial planning topics including insurance, investments, income tax, retirement and estate.
  • Practice Management, Marketing, and Technology Track – Learn best business practices to help you take your practice to the next level.
  • Practitioner of the Future Track – This set of sessions highlights a variety of popular features of the FPA Annual Conference, such as the Journal of Financial Planning/Academy of Financial Services Research Presentations, Business Coach Rapid Fire Session, NexGen sessions, the Global Update and more!
  • Daily Track - Investment Planning Track – Hear what you need to do to keep up in a changing environment with emphasis on post-election issues, an examination of traditional investment theories and whether they are relevant and making adjustments necessary to stay on top of your client investment concerns.
  • Daily Track - Suddenly Single – Learn how to not only help clients through a difficult life transition from divorce and being widowed to transitioning into being a sole practitioner.
  • Daily Track - Elder Care and Estate Planning – This track focuses on the critical financial, dignified, emotional and practical issues that advisers need to plan in advance to understand our clients issues and family concerns that appear later in life.
  • Daily Track - Succession Planning – Geared towards the advanced practitioner, this track provides tips around issues to creating a working succession plan.
  • Daily Track - NexGen Track – Focusing on planners new to the profession, this track focuses on how to utilize and be compliant in social media and how to work  with the media.
  • Daily Track - Niche Planning Track – Develop insights to help clients plan for retirement and for addressing problems with the IRS.
  • Daily Track - Education Planning Track – Understand the best and most efficient ways to save and pay for college, as well as learning strategies to manage student debt and helping clients get out from under.
  • Back by Popular Demand! Roundtable Discussions - The last session of each day in each track is designed to be a Roundtable on various key subjects where attendees can informally share information that can be organized through a moderator to keep the sessions moving. The focus of the sessions will be to share ideas resulting in specific “takeaways”.

Start planning your conference agenda now to determine what sessions you must attend.