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Master List Of Financial Advisor Conferences For 2023

FPA Retreat

May 1-4 | 
Bonita Springs, FL | 

FPA Retreat is a gathering for advanced financial planners interested in networking and technical skills development. The event allows experienced advisors to spend time with other veteran practitioners who are looking for some fresh ideas and a new spark.

Kitces Top Conference Badge
Price: $1,499-$1,699
Type: In Person
Content Focus: Advanced Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
Meghaan Lurtz
Speaker:
Meghaan Lurtz
Topic:

*Fine to Flourish – Making Monitoring Meetings Fun Again

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