Looking Ahead to #FPARetreat18

The RobustWealth team is heading to Litchfield Park, Ariz. this week to participate in our first-ever FPA® Retreat.

FPA® Retreat 2018 Overview

#FPARetreat18 will run from April 23 through April 26 and is billed to attract the “best and brightest in the financial planning profession.” Highly-recognized experts across all corners of the financial services industry will be speaking about the timely trends impacting investors and clients today.

FPA® Retreat Speaking Sessions

Attendees can expect to hear from professionals such as the “Father of the Life Planning movement” George Kinder, former Chief Economist on the U.S. Senate Budget Committee, Stephanie Kelton, Ph.D., and…our very own Founder and CEO Mike Kerins, CFA, FRM!

Mike is speaking on a panel about how digital technology will revolutionize the future of financial advice on Tuesday, April 24 at 11:30 a.m. MST.

He will address how technology empowers advisors, customizes client engagement and enables financial practices to integrate and modernize their service offerings. He will also touch on the broader theme of how digital advice solutions can help advisors segment their practices to better serve each unique client niche.

RobustWealth FPA® Retreat Contest

Planning to attend the conference? Stop by the RobustWealth booth in the main exhibit hall for a chance to win a $1,000 donation to a charity of your choice. Just drop your business card into the fishbowl at our booth, and we will select a winner at random during the Closing Circle ceremony on Thursday, April 26.

Don’t forget to follow us on LinkedIn and Twitter for live updates from the conference, and visit the RobustWealth blog for more information on other events we’re looking forward to this year.

Follow Up Post Retreat

The RobustWealth team had a great time at Retreat 18. We made lots of lasting connections and met some truly awesome people. We are looking forward to attending Retreat again next year in San Diego.

And the winner of our $1,000 charitable donation is….Caleb Brown and his organization Downtown Ministries. Thank you to everyone who stopped by the booth and entered our drawing. If you are headed to the NAPFA Spring Conference, stop by booth 406 to enter another similar drawing. If you were not able to make it to our booth or had any follow-up questions after Mike’s speaking session, please contact us at service@robustwealth.com for more information.

Please refer to www.robustwealth.com disclosures. Views are only opinions and not guaranteed to be accurate.

Related Topics