The Financial Planning Association is rebranding and revamping its four annual national conferences "to resonate with financial planners at various stages of their careers," the group said Thursday.
Starting in 2026, FPA plans to tailor its events to offer targeted, meaningful experiences aligned with advisors' "evolving" professional paths.
“FPA wants to provide our members with all the necessary education, best practices, and networking opportunities we can for them at every step of their careers,” said Dennis Moore, FPA’s chief executive officer. “We recognize that, as a profession, financial planning and the work financial planners do for their clients and in their businesses have evolved over the years. To meet that evolution, FPA engaged in a robust process to evolve its national events to meet the needs of the modern financial planning professional.”
Beginning in 2026, FPA explained that its slate of events will include:
FPA Gather, formerly FPA NexGen Gathering, is the first step for newcomers to the profession or those entering the field. FPA Gather 2026 will take place Aug. 18-20 in Dallas.
FPA Summit, formerly FPA Annual Conference, is being reengineered to become the center of learning, innovation, and collaboration in financial planning. The location and date of FPA Summit 2026 will be announced in the coming weeks.
FPA Shift, formerly FPA Retreat, will focus on transforming how planners practice, allowing planners at every career stage to "reflect, question assumptions, and intentionally connect with their peers." FPA Shift 2026 will be held April 20-22 in La Jolla, California.
FPA Lead, formerly FPA Chapter Leaders Conference, is an invite-only event where FPA chapter leaders and executives come together to shape the future of the Association. It will be held Feb. 5-6 in Denver.
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