Why Attend
The FPA Annual Conference - BE Boston 2015 is the largest gathering of CFP® professionals in the United States. With over 2,000 CFP® and financial planning professionals from around the world, this conference provides the ability to connect with fellow professionals, learn about industry trends while earning CE and gain new practice management resources.
Learn what FPA members consider benefits of attending the conference:
>> Marc Freedman, CFP®
>> Karl Frank, MBA, CFP®
>> Derek Lawson, NexGen Secretary
Enhance Your Business
Connect with eight business coaches to get valuable one-on-one feedback on how to increase efficiencies, get marketing help or learn hiring best practices in the Business Consulting Lounge. And, attend the one hour Business Rapid Fire Session to learn key strategies from each of the coaches to gain insight into best business practices.
Experience Exceptional Educational Content and Learning Opportunities
Keynote speakers were hand-picked with practice management success in mind. And, CBS Business Analyst Jill Schlesinger, CFP®, will again act as keynote host to interview speakers onstage to tie their topic into the financial industry with an audience question moderation and wrap-up. Our schedule again features crowdsourced sessions, and includes new daily tracks to provide specialty learning opportunities to financial planning professionals at all career stages. You can also expect to earn a possible minimum of 12 CE credits, pending submission and acceptance by Certified Financial Planner Board of Standards, Inc. AND, receive more from conference recordings provided FREE to all attendees!
Apply What You Learned to Your Practice
Dive deeper into what you learned during the Roundtable and FPA Exchange sessions. Gather with your peers to learn how they will apply what they have learned to their businesses. The discussion group will feature a facilitator, panelists and conference attendees. The objective is to provide you with the opportunity to discuss the most relevant learnings in a shared format, and develop practical strategies for you to take home to apply to you practice. Scribes will record and share the takeaways for your convenience so you may fully participate in the session.
BE at the Forefront of Industry News
“The Bloomberg Advantage” will broadcast live from the exhibit floor on Monday, Sept. 28 from 10:00 AM – 2:00 PM. The daily, national radio show provides in depth interviews and analysis of enterprise companies, tech ideas and the day’s top markets, finance and business news. The show is hosted by: Carl Massar, Cory Johnson and Vonnie Quinn.
Learn What’s Trending in the Industry
AARP/FPA Social Security Research Panel Discussion - What role does Social Security play in pre-retiree/retiree retirement planning? Are consumers taking advantage of important claiming strategies? How are planners helping their clients address Social Security in retirement? These and other questions are the focus on new research being conducted by AARP and FPA. This general session panel discussion will explore the results of this new, original research and delve into the key takeaways to help planners and their clients address this ultra-important issue. Moderated by Sharon Epperson, CNBC personal finance correspondent.
Women and Investing Session, Sponsored by Money Magazine - Saving, investing, budgeting, earning and protecting one’s assets are financial management tasks that have no gender. Yet women often face different challenges than men do, and have different priorities and concerns, that can impact how they handle their finances: They typically live longer than men, earn less, are more apt to take time off from careers, and consider themselves more conservative and less knowledgeable when it comes to money—though that’s changing somewhat as wives’ contribution to family income increases. This panel explores the latest research on women and money to help define different strategies women should have to achieve their financial goals.
Connect with Peers
Gain people resources as well. Meet up with chapter members, or engage with fellow attendees in meaningful conversations in the new roundtable discussions and FPA Exchange to share strategies and network with peers like never before! Developing your social network is vital to the success of your practice. The FPA Annual Conference enables you to not only learn more about what’s going on in the industry, but exchange relevant knowledge, and establish a network of colleagues you can call on for practice management solutions, obtain referrals from or even look to for succession planning.
