Annual
(Boston)
Dates: October 5-8, 2008
Who Attends: Largest gathering of financial
planners in the industry. More than 50 percent of attendees
have 15 years of experience or more and 75 percent have a
CFP® designation.
Attendance: 4,000+
Business Solutions
Dates: March 2009
Who Attends: Planners who are eager to learn how
to make their practices more efficient and effective, get new tools
and improve their practice management skills.
Attendance: 200-300
Chapter Leaders
Dates: November 9-11, 2008
Who Attends: Chapter leaders and directors from
each of FPA's 100 local chapters, along with FPA National
Leadership Board and FPA's top thought-leaders. Great opportunity
to build lasting relationships with financial planners who have
decision-making power and educate chapter leaders about services
your company can provide to planners.
Attendance: 300-400
NexGen
Dates: July 25-27, 2008
Who Attends: Affordable, content-rich conference
for young, up-and-coming generation of financial planners. Consists
of information-driven sessions that build attendees' technical
knowledge, as well as practice/industry sessions that focus on
relevant issues.
Attendance: 200-300
Retreat
Dates: May 31-June 4, 2008
Who Attends: Designed for elite, high-end
financial planners looking to stay at the top of the financial
planning profession. Majority of attendees have 15 to 20 years of
experience and handle high-net worth clients. Most have a CFP
designation.
Attendance: 450-500

