#FPAConf18

The FPA Annual Conference is one of the largest financial planning conferences held each year, attracting CFP® professionals and financial planning thought leaders from across the globe. The gathering is built around the sharing of practical strategies, tactics and knowledge, all designed to help you take immediate action when you return to the office. Don’t miss your chance to learn and connect with the best and brightest in the world of financial planning at #FPAConf18 in Chicago, Illinois.

EXPERIENCE

Network

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:

EARN CE CREDITS

Historically, the conference has been able to offer up to 16 hours of CFP® continuing education (CE) credit for attending the full conference, pending acceptance by the Certified Financial Planner Board of Standards, Inc. FPA designs its programs to comply with the principles of good practice accepted by most major professions. Additionally, attendees may self-report continuing education for other designations.

KNOWLEDGE CIRCLES

Take an in-depth look at domestic and internationally relevant topics with a mix of open Q&A with expert panels and planner discussions.

VISIT THE EXHIBIT HALL

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.

Visit the Exhibit Hall

Connect with CFP® Professionals

Learn from Industry Professionals

Expand your Network

Learn

Explore the latest trends from the best and the brightest minds in the profession.
JOURNAL OF FINANCIAL PLANNING
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.

CE Credit

FPA designs its programs to comply with the principles of good practice accepted by most major professions. Historically, the FPA Annual Conference has been able to offer attendees a minimum of 16 hours of continuing education credit.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.

INTERNATIONAL ATTENDEES

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.

QUESTIONS?

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.

2018 General Session Speakers

RON CARSON

Ron Carson is one of the most celebrated and respected financial advisers and executives in the industry. In addition to serving as CEO of Carson Group (including Carson Wealth, Carson Group Coaching, and Carson Group Partners), he has also founded an RIA “think-tank” study group and a leading wealth management consultancy, is a member of the CNBC Financial Advisor Council and a New York Times bestselling author.

DR. DANIEL CROSBY

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is apsychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to the creation of behavioral FinTech. In the summer of 2016, Dr. Crosby released his latest book, The Laws of Wealth, which was subsequently named the best investment book of the year by the Axiom Business Book Awards.

JOE DAVIS

Dr. Joe Davis is Vanguard’s global chief economist and head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm’s investment methodologies and asset allocation strategies for both institutional and individual investors. In addition, he is a member of the senior portfolio management team for Vanguard Fixed Income Group. A frequent presenter, he has also published studies on a variety of macroeconomic and investment topics in leading academic journals.

ROBYN SCOTT

Robyn Scott is the program designer and lead facilitator for Second City Works, the professional services arm of the legendary Second City Improv Theater, and has been delivering learning and development to corporate organizations for the past 20 years. Using the tenets of improv, Robyn and her team will engage our audience in a series of playful and fun activities to help financial planners communicate with more flexibility, openness, and courage. Participants are sure to walk away feeling inspired to connect and collaborate with clients and colleagues.

2018 Highlighted Session Speakers

Bill Cunningham, MBA/AM

William Michael Cunningham is an economist and impact investing specialist. He received his MBA in Finance and a Masters in Economics from The University of Chicago. An Adjunct faculty member at Georgetown University, Mr. Cunningham is a leader in the movement for the integration of human values in finance, and is developing new ways to maximise social and financial return.

Stacy Francis, CFP®, CDFA™, CES™

Stacy Francis CFP®, CDFA™, CES™ is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Stacy has over 18 years of experience in the industry and is a Certified Divorce Financial Analyst™ (CDFA™) and Certified Estate and Trust Specialist (CES™).

Sheryl Garrett, CFP®, AIF®

Sheryl Garrett, CFP®, AIF®, founder of Garrett Planning Network, has been dubbed ``The All-American Planner,`` because of her zealous mission to ``help make competent, objective financial advice accessible to all people.``

Brad Klontz Psy.D., CFP®

Bradley T. Klontz, Psy.D., CFP, is a co-founder of the Financial Psychology Institute, an associate professor of practice at Creighton University Heider College of Business, a managing principal at Your Mental Wealth Advisors, and an author/editor of several books, including Mind Over Money, Facilitating Financial Health, and Financial Therapy: Theory, Research, and Practice.

Margit Henderson, PhD

Margit Cox Henderson, Ph.D. is a practicing psychologist, award-winning author and professional speaker. Dr. Henderson has almost 30 years of experience empowering people to make sustainable health investments so that they thrive now and are set up for resilient retirement. She supports financial planning companies as a speaker for retirement preparation marketing events and as a keynote speaker regarding aging and executive wellbeing. Her upcoming book, Breakthrough to Action: Transforming Inspiration into Implementation, leads readers to sustainable behavior change in the areas of physical, social and financial health.

Amaju Loving, Ph.D.

Dr. Ajamu Loving is Assistant Professor of Financial Planning at The University of North Texas at Dallas where he teaches finance courses in the fields of investments, fundamentals of finance, financial liquidity and financial markets and institutions. Before academia, Dr. Loving was a financial consultant at LaSalle Bank (now Bank of America) in Chicago IL. Dr. Loving earned his Ph.D. in Personal Financial Planning from Texas Tech University where he was an AT&T Chancellor’s fellow and a B.A. from Morehouse College cum laude where he majored in economics and minored in mathematics.

Carolyn McClanahan, MD, CFP®

Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, Dr. McClanahan speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform and health care costs. She writes for Forbes and Financial Planning Magazine and is quoted regularly in the Washington Post, New York Times, CNBC, and NPR.

Dan Rubin, JD LL.M.

Daniel S. Rubin is a partner in the New York City law firm of Moses & Singer LLP. He has a J.D. from Brooklyn Law School and an LL.M. (Taxation) from the NYU School of Law. Mr. Rubin has been named by Worth magazine as one of the ``Top 100 Attorneys`` in the nation for private clients, by Law & Politics as a ``New York Super Lawyer``® and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers.

Richard L. Sandor, Ph.D.

Richard L. Sandor, PhD is Chairman and CEO of the American Financial Exchange (AFX), an electronic exchange for direct interbank/financial institution lending and borrowing. He is also the CEO of Environmental Financial Products, which specializes in inventing, designing and developing new financial markets. Sandor is currently the Aaron Director Lecturer in Law and Economics at the University of Chicago Law School and an Honorary Professor at the University of Hong Kong. In 2002 he was named by TIME Magazine a “Hero of the Planet”; and in 2007 as one of the magazine’s “Heroes of the Environment” for his work as the “Father of Carbon Trading.

Steve Vernon, FSA

Steve Vernon is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. In both roles, he is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 30 years, he helped Fortune 1000 employers design, manage and communicate their retirement programs. Steve writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch. He has published five books on retirement planning, including his latest book Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life.

2018 Annual Conference Task Force

Meet the Task Force

2017 FPA Annual Conference Photos

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General
Session

Breakouts

Networking

Closing
Reception

CANCELLATION, REFUND & SUBSTITUTION POLICY

All FPA Annual Conference registration cancellations and refund requests must be made in writing to [email protected] by Friday, August 31, 2018. A refund of all fees, less a $100 administrative fee, will be given for cancellations received by this date. Refunds will be returned to the original payer and in the original method of payment.

Please note that refunds will not be given for no-shows. All requests for exceptions to the cancellation/refund policy must be submitted in writing by the registrant with appropriate documentation no later than September 21, 2018. After this date, no refund considerations will be made.

A transfer of your full registration to another individual is permitted prior to the conference start date by submitting written request to [email protected]. Onsite transfers must be accompanied by proof of the original confirmation letter. The individual submitting the transfer request is responsible for all financial obligations (any balance due) associated with that substitution. Registration costs and other fees from this event cannot be transferred to another program, event or membership dues. Badge sharing, splitting and reprints are strictly prohibited.

Examples of Relevant and Supporting Documentation for Cancelation Include, but are not limited to:

Medical Issue

A signed letter from physician/medical provider stating
1) the date(s) of the onset and duration of the condition and
2) how the condition impaired your ability to attend the conference.
Please do NOT send medical records or bills

Military Duty

Deployment Orders/PCS Orders/TDY Orders; Memo from Commanding Officer to address issues not covered by military orders. Generally we require memos from O-5’s and above.

Death of Immediate Family Member

Death certificate or obituary. The submitted documentation must show date of death and family relationship.

WE LOOK FORWARD TO SEEING YOU IN CHICAGO
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