Financial Planning Association

Member relations: fpa membership staff assist fpa members in joining and renewing as fpa members as well as navigating their fpa member benefits to ensure they take full advantage of their membership. As a professional membership association, benefits are focused on supporting members in elevating their knowledge through professional development, expanding their connections through community, growing their businesses through tools and resources for business success, and protecting their profession through advocacy.

Fpa retreat is a long-standing, non-traditional gathering of the fpa community. It is an event that attracts leading financial planners due to its level of intimacy, community learning, and advanced, cutting-edge content. The event provides opportunities for networking, advanced education, and exposure to new theories and best practices.