Welcome to the FPA Retreat Call for Speakers Site

Join us in shaping the future of financial planning and creating an unforgettable experience—together!

FPA Retreat is a unique, curated experience dedicated to inspiring financial planning professionals with cutting-edge insights and transformative ideas. You’re invited to share your innovative speaking proposals for breakout sessions that explore reflection, resilience, and revolution in financial planning. Our volunteer Task Force will review each submission and, due to limited breakout session slots available, will accommodate those proposals that best meet our content and programming needs. This call for speakers is for breakout sessions only. If you have a unique idea for a keynote session, please contact conferences@onefpa.org.

While proposals on various topics will be accepted, the Task Force has developed a list of preferred topics for FPA Retreat. Preference may be given to proposals that touch on the following topics:

• Attracting and retaining top talent
• Client communication and collaboration
• Emotional intelligence, empathy, and non-verbal skills
• Estate planning
• Financial psychology 
• Future of the US/Global economy
• Future of work
• Generational work and succession
• Growth of the profession
• Life planning and financial therapy
• Marketing and branding
• Post-election outlook
• Tax updates

Who should submit, and what does the process entail?
If you’re passionate about the financial planning profession or a financial planner with insights on topics that will resonate with our attendees, you’re encouraged to submit a proposal for FPA Retreat. To get started, create an account or log into a previous Call for Speakers account you created for a past FPA Retreat or Annual Conference. Have questions before you get started? Review the FPA Retreat Call for Speakers FAQs document outlining the submission process. 

What is the deadline for speaker submissions?
The “Call for Speakers” is now open, and proposals are due by 12 PM [EST] on Thursday, November 21, 2024. Speaker selections will be made by the end of December, and sessions/speakers will be announced at the beginning of 2025.

Encourage others to submit.
Do you know of a speaker who should be at FPA Retreat 2025? Please nudge them to submit a proposal for consideration! Help us spread the word as far and wide as possible.

About FPA Retreat
FPA Retreat offers attendees a unique opportunity to pause and reflect on their personal and professional journeys. Participants gain actionable insights and adaptive strategies to navigate challenges, encouraging them to rethink traditional practices and embrace innovative approaches to the art and science of financial planning. Each attendee contributes their own perspectives and experiences in financial planning, driven by a passion for the profession. They come ready to enhance the collective wealth of knowledge with an openness to learn, a willingness to step out of their comfort zones, and a desire to think creatively. Learn more and register today at www.fparetreat.org.