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.
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.
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.
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).