Expand your professional and personal network and connect with more than 2,000 attendees from the global financial planning community. Share knowledge and insights to become more effective, efficient and prosperous. Dive deeper into specific issues and subject matters in some of the following events:
Take an in-depth look at domestic and internationally relevant topics with a mix of open Q&A with expert panels and planner 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.
Our bustling Exhibit Hall provides attendees with more opportunities to meet with industry representatives to learn about solutions from big companies and individual practice management product and service providers.
Explore the latest trends from the best and the brightest minds in the profession.
JOURNAL OF FINANCIAL PLANNING TRACK
The Journal of Financial Planning will again feature academic presentations so new, they’re not yet published to the public.
FINANCIAL PLANNING CHALLENGE
This distinctive competition is designed exclusively for undergraduate degree programs registered with CFP Board that recognizes school teams for demonstrating the CFP Board Financial Plan Development Course requirements. The top three winning teams are awarded a monetary scholarship for their school.
DAILY SPECIALTY TRACK
Daily tracks return and will feature Succession Planning, Estate Planning, Elder Care Planning, Suddenly Single (Divorce, Widow), NexGen, Niche Planning and Education Planning.
FPA designs its programs to comply with the principles of good practice accepted by most major professions. The FPA Annual Conference offers attendees a minimum of 16 hours of continuing education credit with additional credit available through conference recordings provided FREE to all conference attendees. Financial Planning Association is registered with the National Association of the State Board’s of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. No advanced preparation is required for courses offered at this conference.
CFP BOARD CONTINUING EDUCATION CREDIT
FPA applies for acceptance from CFP Board and reports continuing education to CFP Board on behalf of attendees. CFP Board has final authority on acceptance of eligible sessions. To ensure that your CFP Board CE credit is processed, please be in the room within the first 10 minutes of the session.
REPORTING CONTINUING EDUCATION CREDIT
FPA will automatically report credit to CFP Board within one to two weeks of the conference. Please be certain your FPA online profile contains your CFP Board ID to ensure timely reporting. If you hold another designation, please check the on-site comprehensive guide for approved courses and plan to self-report credit to other associations or boards, including Society of Financial Service Professionals (SFSP), Professional Achievement in Continuing Education (PACE) and Investment Management Consultants Association (IMCA), American Institute of CPAs (AICPA). Download and print a certificate of completion from the FPA Website one to two weeks following the conference for self-reporting purposes.
Sister organizations of FPA generally assess CE credit hours as listed in the comprehensive on-site guide. To track continuing education credits, international attendees MUST be in the room within the first 10 minutes of the session and save all handout materials to be provided to the sister organization with a certificate of completion. Download and print a certificate of completion from the FPA Website one to two weeks following the conference.
Instructions on how to receive CE credit will be available in the Mobile App and at the FPA Booth in the Exhibit Hall. Attendees must attend the required duration in order to receive credit. For additional questions related to continuing education credit, please contact FPA Member Services or call +1 800 322-4237, option 2.
Ron Insana is a contributor to CNBC and MSNBC, where he discusses the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country. He has written for Money Magazine and USA Today and has hosted two nationally syndicated radio programs.
In addition to his work as a business journalist, Insana was the CEO of Insana Capital Partners from 2006-2008, which at its peak, managed the $125 million Insana Capital Partners “Legends Fund.” For nearly three decades, Insana has been a highly respected business journalist and money manager, who began his career at the Financial News Network in 1984, then joined CNBC when FNN and CNBC merged in 1991.
Insana is well known for his high-profile interviews, which included Presidents Clinton and Bush; billionaire investors Warren Buffett, George Soros and Julian Robertson, among others; captains of industry from Bill Gates and Jack Welch to the late Steve Jobs; top economists, analysts and global heads of state, from former Soviet leader, Mikhail Gorbachev to Jordan’s current Queen Rania. Insana was named one of the “Top 100 Business News Journalists of the 20th Century,” and was nominated for a news and documentary Emmy for his role in NBC’s coverage of 9/11.
Ron is the editor of “Insana’s Market Intelligence,” a subscription-based newsletter. He has authored four books on Wall Street and is a highly regarded lecturer on domestic and global economics, financial markets and economic policy issues.
Jean Chatzky, the financial editor for NBC’s TODAY show, is an award-winning personal finance journalist, AARP’s personal finance ambassador and host of the podcast HerMoney with Jean Chatzky on iTunes. Jean is also a best-selling author. Her newest book, AgeProof: Living Longer Without Running Out of Money or Breaking a Hip, which she wrote with Dr. Michael Roizen, is a New York Times bestseller. In 2015, Jean teamed up with Time for Kids and The PwC Charitable Foundation to launch Time For Kids, a financial literacy magazine reaching two million schoolchildren each month. She lives with her family in Westchester County, New York (www.jeanchatzky.com).
Phillip Fulmer, fondly known as “Coach,” has a long history of success in leadership, relationship building, team integration, and problem solving. He is a sharp businessman and an excellent public speaker with an inspirational “do the right thing” mentality. Coach is well known for his role as Head Football Coach for the University of Tennessee from 1992-2008, for which he became one of the youngest coaches to be inducted into the College Football Hall of Fame.
As UT’s Head Coach, Coach Fulmer earned a record of 152-52, and his winning percentage of .745 ranked among the top five in modern college football history. He coached and mentored 18 All-Americans and 92 NFL draft picks, brought home UT’s first BCS national championship, and led the team to win or share the SEC East title seven times.
Coach Fulmer was the second coach in history to earn the Eddie Robinson Coach of Distinction Trophy, the presidency of the American Football Coaches Association, and national, regional, and conference coach of the year honors. An ace recruiter and mentor who spent 37 years coaching football and 17 years as Head Coach, he always pushed his players to grow socially, spiritually, academically, personally, and athletically.
Coach’s accomplishments have continued outside the football field, where he applies the same work ethic and relationship skills to business as he did with coaching and mentoring. He has spent GameDay Saturdays in New York as part of the studio crew for CBS College Sports and made guest appearances on ESPN, sharing his insights with college football fans. He even made an appearance in The Blind Side, which was nominated for the Best Picture Academy Award.
A professional public speaker, Coach has been sought out to discuss topics such as leadership styles, organizational skills, and communication methods at corporate events. He played football for the University of Tennessee from 1969-1971 and graduated with a BS in History in 1972. Coach currently resides in Maryville, TN. He is very passionate about his family, which includes his wife, Vicky, four children (Phillip Jr., Courtney, Brittany, and Allison), and five grandchildren.
2017 Highlighted Session Speakers
Susan Bruno, CPA/PFS, CFP®
Advanced Strategies and Structure: Use Life Insurance to Increase Your Net After-Tax ROI
Michael Falk, CFA, CRC
Let's All Learn How to Fish…to Sustain Long-Term Economic Growth
Stacy Francis, CFP®, CDFA™, CES™
Women, Money & Divorce: The Financial Challenges Women Face During this Transition
Cheryl Holland, CFP®
The Leadership Pipeline: Recruiting, Mentoring and Developing the Next Generation
Ted Klontz, Ph.D.
Understanding How the Brain Impacts Financial Decision Making
Executive Compensation Strategies
Dr. Carolyn McClanahan, M.D., CFP®
The Crazy World of Health Care Reform
Roundtable Moderator (2x) - Retirement
Protecting Your Assets from Your Future Former Spouse
Cyber Security Issues in Financial Services: How to Stay Protected
Costly Mistakes to look for in a Client’s Estate Planning
Dr. Katy Votava
Coming to Grips with Today's Health Care Issues
2016 FPA ANNUAL CONFERENCE RECAP
“It was an absolute honor and pleasure to present to your members. What a phenomenal conference and wonderful group of professionals!”Laura ViriliSpeaker & Coach for Financial Services
“I’m always honored to be part of the FPA events”Tim Kochis, CFP®Chief Executive Officer, Kochis Global
“It was my pleasure to participate in such a great event! I am just glad that I could add to the content. I plan to get more active in the FPA, so hopefully, I will see you at more events.”Drew Cook, CFP®Principal & Director of Investment Management, Berman McAleer
“Thank you for your kind words and I enjoyed participating in the Roundtable Panel sessions at this year’s FPA meeting. Thanks for all you and your team does to put together a first-class National meeting of this quality.”Sean O’Brien, CFP®O’Brien Wealth Management
“I am honored to have been a part of the conference and to have been able to collaborate with such an excellent panel. This conference has been instrumental in developing my financial planning career and I appreciate the opportunity to provide a learning experience for my fellow conference attendees.”Rick KonradValue Architects Asset Management