The Future of Financial Planning

Besides three general sessions, there were two simultaneous program tracks–technical and career development–for attendees. The technical track addressed detailed topics such as alternative investments, retirement income, and global investing. The career development trakc remained on a more personal level, addressing options when it comes to job changes and career tracks, communication within a business, and ownership considerations. Additionally, some of the sessions were designed to overlap with FPA Reunion 2007–an inaugural meeting that brought together some of the pioneers of the profession who were at the first FPA Retreat on the same Saint John’s campus in 1981.