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Master List Of Financial Advisor Conferences For 2026-2027

FPA Shift

April 20-22 | 
La Jolla, CA | 

FPA SHIFT (formerly FPA Retreat) is where financial planners step away to transform and is ideal for those who want space to think differently about their work and connect with peers who are reimagining what financial planning can be.

Price: $1,399-$1,899
Type: In Person
Content Focus: Advanced Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
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