Taking place October 15-18 in the City of Brotherly Love, this year’s event will be a blend of NAPFA tradition and financial planning innovation. The location is The Philadelphia 201 Hotel (formerly Sheraton Philadelphia Downtown), right in the middle of old Philadelphia. Close to the Liberty Bell, the Philadelphia Museum of Art, the Betsy Ross House (birthplace of the American flag), and the Philadelphia Zoo, you won’t have to wander far to get a glimpse of history. At the same time, you’re just a stone’s throw from the city’s evolving craft beer distilleries, Hop Sing Laundromat, a plethora of cheesesteaks, and the “Rocky steps”.
Celebrated speakers from conferences past will be on hand - Jeff Levine and Diane Omdahl, who’ve received kudos from members on their past appearances, as well as soon-to-be favorites like Karla Chin, Dr. John Grable, Joe Messinger and Peter Van Buskirk.
Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently. The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This event features the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss.
The FPA Annual Conference is the largest global gathering of CFP® professionals and thought leaders in financial planning, attracting over 2,000 attendees from more than 20 countries. Don’t miss this unique opportunity to connect our communities, integrate our content, and align with each other to advance the vision of a thriving ‘OneFPA.’