FPA Summit 2026
9 November 2026 – 11 November 2026
Gaylord National Resort & Convention Center, National Harbor, United States of America
FPA SUMMIT, formerly the FPA Annual Conference, is the Financial Planning Association's annual gathering for learning, innovation and collaboration in financial planning. It brings together financial planners at every career stage, along with academics, students and partners, to build technical, strategic and business skills, explore trends shaping the profession, and network with peers through structured learning sessions, keynotes and Knowledge Circles.
48 sessions · 52 speakers
Media Partner (1)
Sponsors (23)
Allianz Life Insurance Company of North America · Slant · Edward Jones · Jump · T. Rowe Price · Asset-Map · Wealthtender · Vanguard · PSBLTY · Equitable Advisors · Wealthbox · Envestnet | MoneyGuide · Foundation for Financial Planning · Million Dollar Author · eMoney · BizEquity · Ameritas · snappy kraken · Vanilla · Dimensional Fund Advisors · Greenboard · Finance of America · Texas Tech University - School of Financial Planning
Agenda
- Financial Planning Challenge: Phase Two 9 November 2026 · Baltimore 4/5
- CFP Ethics: Code of Ethics and Standards of Conduct 9 November 2026 · Annapolis 1/2
- Sales Is Not a Dirty Word Part One 9 November 2026 · Baltimore 1/2
- Mastering the Media Moment: How to Become Reporters' Go-To Source 9 November 2026 · Annapolis 1/2
- Beyond the Search: Turning PlannerSearch Visibility into Client Relationships 9 November 2026 · Annapolis 1/2
- Opening General Session | Pushing the Envelope – Being the Best When It Counts 10 November 2026 · Woodrow Wilson Ballroom
- Mid-Career | The Art of Career Development 10 November 2026 · Annapolis 3/4
- International Knowledge Circle - When Wealth Crosses Borders: Tax Traps and Planning Opportunities for Clients with Foreign Accounts & Assets 10 November 2026 · Baltimore 3
- Career Changer | Mini-Sessions 10 November 2026 · Annapolis 1/2
- Advanced Career | The Succession I Didn't See Coming 10 November 2026 · Baltimore 1/2
- NexGen Career | Finding Your Path and Getting Your Foot in the Door as a New Financial Planner 10 November 2026 · Woodrow Wilson A
- Financial Planning Challenge: How Do You Know 10 November 2026 · Baltimore 4/5
- Student Guide to Networking 10 November 2026 · Baltimore 3
- Career Changer | The Power of Simple: A Case Study in Late-Career Turnarounds and Automated Growth 10 November 2026 · Annapolis 1/2
- Mid-Career | The Art of Career Development Part Two 10 November 2026 · Annapolis 3/4
- Advanced Career | Succession Planning: Helping Retirement Experts Retire 10 November 2026 · Baltimore 1/2
- NexGen Career | Finding Your Path and Getting Your Foot in the Door as a New Financial Planner: Interactive Workshop 10 November 2026 · Woodrow Wilson A
- Profit + Purpose: Empowering Financial Advisors to Guide Meaningful Giving 10 November 2026 · Woodrow Wilson A
- Rethinking Long-Term Care Planning: The Strategic Role of Home Equity 10 November 2026 · Annapolis 3/4
- Women & Finance Knowledge Circle | At the Edge of Possibility: Risk, Resilience & the Choices That Shape Us 10 November 2026 · Baltimore 3
- The Concentration Trap: Why Your Clients' Passive Portfolio May Be Anything But 10 November 2026 · Annapolis 1/2
- Succession Planning: From Intention to Action 10 November 2026 · Baltimore 1/2
- The One Big Beautiful Bill Act: A New Roadmap for Tax-Free Retirement Planning 10 November 2026 · Annapolis 1/2
- An Exploratory Study of the FPA Competency Model and Advisor Productivity 10 November 2026 · Annapolis 3/4
- PridePlanners Roundtable 10 November 2026 · Baltimore 3
- Reg S-P Is Live: How RIAs Can Pass an SEC Exam and Stay Compliant 10 November 2026 · Baltimore 1/2
- General Session | This Is How It Happens: Ethics, Ego and Financial Misconduct 11 November 2026 · Woodrow Wilson Ballroom
- Tax Efficiency Fact vs Fiction 11 November 2026 · Baltimore 1/2
- Mastering Two Disciplines: AUM vs. Income Under Management: How They Differ and Why It Matters 11 November 2026 · Annapolis 3/4
- CFP Board Update 11 November 2026 · Woodrow Wilson A
- Neurodivergent Knowledge Circle - Planning for Different Minds: Helping Neurodivergent Clients Feel Heard and Understood 11 November 2026 · Baltimore 3
- JFP Research Showcase Part 1 11 November 2026 · Annapolis 1/2
- Be the Quarterback: The Succession Planning Playbook 11 November 2026 · Baltimore 1/2
- Charting Your Course 11 November 2026 · Fort Washington Boardroom
- JFP Research Showcase Part 2 11 November 2026 · Annapolis 1/2
- Serving Those who Served: Financial Planning Strategies for Veterans, Military, and their Families 11 November 2026 · Woodrow Wilson A
- Tax & Estate Planning Knowledge Circle | Tax Planning in the Year a Client Dies 11 November 2026 · Baltimore 3
- The G2 Conversation You're Avoiding Is Costing You Millions: Why Next-Gen Talent Is a Top Valuation Driver in Today's RIA Market 11 November 2026 · Annapolis 3/4
- African American Knowledge Circle and Town Hall 11 November 2026 · Baltimore 3
- The Great Wealth Transfer: An Interactive Advisor Simulation 11 November 2026 · Woodrow Wilson A
- Winning Business Owners: The Largest Planning Opportunity Today 11 November 2026 · Baltimore 1/2
- 2026 Montgomery-Warschauer Award: The Social Security Claiming Decision for Married Couples 11 November 2026 · Annapolis 1/2
- The Evolution of AI in Wealth Management: From notetakers to firm-wide intelligence and action 11 November 2026 · Annapolis 3/4
- When Plans Collide: A Theory of Integrated Financial Planning 11 November 2026 · Baltimore 1/2
- Beyond Retirement Planning: Money & Memory, the Risk We Need Training For 11 November 2026 · Annapolis 1/2
- Applied Behavioral Economics Knowledge Circle - The Psychology on Both Sides of the Table: How Advisor and Client Behavioral Biases Shape Retention, Wallet Share, and Referrals 11 November 2026 · Baltimore 3
- Solving the Retirement Income Puzzle: From Uncertainty to Strategy 11 November 2026 · Annapolis 3/4
- Closing General Session | A Journey from Never Eat Alone to Never Lead Alone 11 November 2026 · Woodrow Wilson Ballroom