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FPA Retreat 2015 to Advance the Art and Science of Financial Planning in the 21st Century
DENVER – On Apr. 20-23, the best minds in the financial planning profession will gather for
FPA Retreat 2015
to explore and advance the art and science of financial planning in the 21st century. To be held at Château Élan 40 minutes north of Atlanta in Braselton, Ga., this annual event brings together industry pioneers, seasoned Certified Financial Planner™ (CFP®) professionals, young planners, academicians and other professionals.
A program of the Financial Planning Association® (FPA®), the event was developed by a volunteer task force of influential FPA members and spearheaded by FPA Retreat 2015 dean Marty Kurtz, CFP®. With approximately 350 attendees expected to participate, the event is designed to provide attendees with significant networking and collaboration time and a robust slate of educational sessions built on three distinct tracks: Science of Financial Planning, Art of Financial Planning and Practice Management.
Also included in the program is a series of general sessions featuring respected keynote presenters who will focus on helping attendees become more knowledge, and better prepared professionals. Keynote speakers include:
Jonathan Fields on
Uncertainty – Turning Fear and Doubt into Fuel for Brilliance.
Fields is a former SEC and hedge fund lawyer who wrote the personal development book
Uncertainty: Turning Fear and Doubt into Fuel for Brilliance
Fred Mandell, Ph.D. on
Creative Leadership in a World of Uncertainty and Disruption: Art, Innovation and Leadership for Financial Planners.
Dr. Mandell teaches leadership programs at the M.I.T. Sloan School of Management and holds a Ph.D. in history from the University of Chicago and an ED.M. in psychology from Boston University.
Ana Dutra on
The Financial Planner of the Future: Delivering Results with Confidence and Empathy.
Dutra has over 28 years of experience as a global executive, consultant and business leader. She received an MBA from the Kellogg Graduate School of Management and a Masters in Economics from Pontificia Universidad Catolica do Rio de Janeiro.
Daniel Crosby, Ph.D. on
The Art and Science of Persuasion: How Do We Get Our Clients to Implement Our Best Advice?
Dr. Crosby is a behavioral finance expert who works with organizations to develop products and messaging to maximize positive investment outcomes. Educated at Brigham Young and Emory Universities, Dr. Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersections of mind and markets.
"We are thrilled with the program lineup and speakers for FPA Retreat 2015. We are confident that those who attend will be better planners, business owners and leaders in the profession as a result of knowledge gained," said Marty Kurtz, CFP®, dean of FPA Retreat 2015 and past national president of FPA. "We endeavored to create an event where attendees don't only learn from speakers, but also from their peers. The spirit of collaboration has been central to this event over the years and we wanted to make certain it is central to this year's event as well."
for FPA Retreat 2015 is now open, but space is limited to 350 attendees. A $100 advance registration discount expires on Mar. 6 and registration will close on Apr. 20. Members of the media can register to attend with a complimentary registration by contacting Ben Lewis at 303-867-7190 or
Denver, CO 80203