Experience

As a financial planner, you have access to many excellent options when it comes to the in-person events you choose to attend each year. If you haven’t already, we hope you will add the FPA Annual Conference 2019 to the top of your list.
Our annual event is designed to help you source new ideas, step away from your daily grind to access fresh perspectives, and develop your skills and talents in a setting built to foster connections. It’s an event constructed for financial planners by financial planners, and is packed with content curated to help you become the best planner you can be.
Get the practical content you need, experience programming designed just for you and build connections that last at FPA Annual Conference 2019, October 16–18 in Minneapolis, Minnesota.

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. The 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), The Investments & Wealth Institute (CIMA), and 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.

2019 General Session Speakers

RABBI DANIEL COHEN

Rabbi Daniel Cohen’s unique blend of authenticity, humor, wisdom and insight helps people better navigate contemporary society and lead a life of legacy. Rabbi Cohen has served in the rabbinate for more than 20 years, and is the author of “What Will They Say About You When You Are Gone? Creating a Life of Legacy.” He also co-hosts a nationally syndicated radio show, “The Rabbi and the Reverend.”

Learn More About Rabbi Daniel Cohen’s Keynote Session

KEVIN JORGESON

On January 14, 2015, after 19 days of living on the side of the three-thousand-foot cliff El Capitan in Yosemite, California, Kevin Jorgeson stood on top of the hardest rock climb ever done. Jorgeson had spent more than six years with his climbing partner preparing and attempting to free climb the Dawn Wall. You can call Jorgeson a climber, an adventurer, an explorer or even crazy. But don’t call him a daredevil or thrill seeker—conquering the Dawn Wall was about partnership, adventure, optimism, determination, perseverance and the power of dreaming big.

Learn More About Kevin Jorgeson’s Keynote Session

SHEELAH KOLHATKAR

Sheelah Kolhatkar, a former hedge fund analyst, is a staff writer and financial columnist at The New Yorker, where she writes about Wall Street, Silicon Valley, economics and politics. She is a New York Times best-selling author of “Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street.” She appears regularly as a commentator on business and political issues and is a contributor to the New York City public-radio station WNYC and to American Public Media’s “Marketplace.”

Learn More About Sheelah Kolhatkar’s Keynote Session

JUSTICE ALAN PAGE

Justice Alan C. Page was elected to the Minnesota Supreme Court in 1992, becoming the first African American on the court and one of the few associate justices ever to join the court initially through election rather than appointment. In 2018, he was awarded the Presidential Medal of Freedom. Page is also known for his football skills; a former Minnesota Viking, he was named NFL MVP in 1971 and is in both the College Football Hall of Fame and the Pro Football Hall of Fame.

Learn More About Justice Alan Page’s Keynote Session

2019 Highlighted Session Speakers

David M. Blanchett, Ph.D., CFA, CFP®

The head of retirement research at Morningstar Investment Management, David M. Blanchett is a recipient of the Journal of Financial Planning’s Financial Frontiers Award (2007) and Montgomery-Warschauer Award (2014, 2015, 2019). In his presentation, Blanchett will share his latest research, exploring the implications of early retirement on required savings levels and variables that can help predict when someone might retire earlier than expected.

Stephanie Bogan

Founder of Educe, Inc., Stephanie Bogan is a CEO coach and business consultant for various corporations, boards and private equity firms. She also writes the “Limitless Adviser” column for Investment News. Using the proven principles and practices she has developed in her work with financial planners, her session will focus on overcoming the crisis of confidence and the mindset needed to deliver massive value to clients.

Curtis Cloke, RICP®

An award-winning international speaker, educator and author, Curtis Cloke is a retirement expert as well as CEO and founder of Thrive Income Distribution System, LLC. Committed to helping financial planners understand and resolve the problems that keep retirees up at night, he will share his insights on mitigating longevity risks, revealing the myths and biases that often cloud questions around how planners can best protect their clients’ retirement income.

Joe Messinger, CFP®, ChFC®, CLU®

As partner and director of college planning at Capstone Wealth Partners, Joe Messinger created the innovative College Pre-Approval™ process to raise the bar in college funding advice. As education costs continue to rise, he believes planners need to go beyond simply telling clients to save for college. In his session, he will empower financial planners to end the student loan crisis by demystifying the process and alleviating the stress of paying for college.

Wade D. Pfau, Ph.D., CFA

Professor of retirement income in the financial and retirement planning program at The American College, Wade D. Pfau is a principal at McLean Asset Management and publishes frequently in a wide variety of academic and practitioner research journals. Pfau will dive into the complex world of annuities—specifically those with lifetime income provisions that offer risk pooling—often underappreciated as a unique source of returns unavailable for an investment portfolio.

Dr. William Reichenstein, CFA

Professor emeritus at Baylor University and head of research at Social Security Solutions, Inc. and Retiree, Inc., Dr. William Reichenstein is co-author of several books on social security issues and strategy. Reichenstein’s session will focus on the social security changes that were part of the Bipartisan Budget Act of 2015, and the reasons why it is still complicated to help financial planners understand and determine when clients should claim benefits.

Lili A. Vasileff, CFP®, MAFF™, CDFA®

President of Wealth Protection Management, Lili A. Vasileff is a distinguished trailblazer of divorce financial planning and has authored three books on the topics. In her session, Vasileff will explore the nuances of the “gray divorce” phenomenon (divorce among adults over age 50) and its practical implications for financial planners, working with older female clients dealing with divorce, and the unique challenges that are also opportunities for success.

2019 Annual Conference Task Force

Meet the Task Force

2018 FPA Annual Conference Photos

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WE LOOK FORWARD TO SEEING YOU IN MINNESOTA!
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