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2021 FPA Spring Financial Forum - March 10 & 11
Wednesday, March 10, 2021, 9:00 AM to Thursday, March 11, 2021, 2:00 PM PST
Category: Events

2021 FPA Spring Financial Forum

Wednesday, March 10 – Thursday, March 11

8:30 am - 2:30 pm each day


Conference Highlights!

Wednesday Keynote Speakers:

Carl Richards, CFP®, Creator of the Sketch Guy column & Behavior Gap

Carl appears weekly in The New York Times and has since 2010. He has also been featured on Marketplace Money, Oprah.com, Forbes.com; and is a frequent keynote speaker at financial planning conferences and visual learning events around the world. His energy and desire to connect pulls in the audience and delivers a memorable and valuable experience.

S. Katherine Roy, Managing Director, Chief Management Strategist & Head of Individual Retirement, J.P. Morgan Asset Management

Katherine is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. 

Thursday Keynote Speaker:

Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

Michael Kitces is a partner and the director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. He is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.


We've already put together an outstanding program for you.
Stay tuned -- but mark your calendars NOW for FPA!


Contact: Amoreena Burke via email at [email protected]