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Oct 2018
Oct 2018


Hyatt Regency - Chicago 151 East Wacker Drive Chicago , Illinois 60601
Tel: 13215651234
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FPA Annual Conference 2018 - Financial Planning Association (Previously FPA Experience)






Event Overview:

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 FRP Annual Conference.

Attendee Information:

Explore the latest trends from the best and the brightest minds in the profession.

Share knowledge and insights to become more effective, efficient and prosperous.

Visit the Exhibit Hall: Our bustling Exhibit Hall provided attendees with more opportunities to learn about solutions from big companies and individual practice management product and service providers.

Learn how to operate your business more efficiently regardless of career stage.

Consult Top Coaches: Enhance your business! The Business Consulting Lounge features top industry coaches to provide one-on-one advice to enhance practice management functions.
Learn from General Session Speakers: Keynote speakers are hand-picked with practice management success in mind.

About FPA:

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.

FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.

Keynote Speakers

Ron Carson

CEO of Carson Group

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, Ph.D.

Psychologist and Behavioral Finance Expert

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist, 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, Ph.D.

Global Chief Economist, Vanguard

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.

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