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2021 FPA Spring Financial Forum - March 10 & 11
Wednesday, March 10, 2021, 9:00 AM to Thursday, March 11, 2021, 2:15 PM PST
Category: Events

2021 FPA Virtual Spring Financial Forum

Wednesday, March 10 – Thursday, March 11

8:30 am – 2:30 pm each day
An exceptional two-day continuing education (CE) virtual conference for financial planning professionals | Six high-quality presentations from a stellar line-up of speakers!
REGISTER TODAY FOR THE 2021 SPRING FINANCIAL FORUM!

SUPPORT THE 2021 FPA SPRING FINANCIAL FORUM
Sponsorship opportunities are available! 
Click HERE for details

Sponsorships are a great way to show your support of the financial planning community and our association. Don't miss out!

Our CE Program: Outstanding Keynote Speakers & Content

Our two-day conference features some of the BEST and well-respected thought leaders in the financial planning industry.
We are thrilled to have these experts join us!

Download draft schedule

"Five Industry Trends Reshaping Financial Advice"  
Presented by Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

Michael Kitces is a partner and the director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. He is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

"Real Financial Planning: Defenders vs. Guides"  
Presented by Carl Richards, CFP®, Creator of the Sketch Guy column & Behavior Gap

Carl appears weekly in The New York Times and has since 2010. He has also been featured on Marketplace Money, Oprah.com, Forbes.com; and is a frequent keynote speaker at financial planning conferences and visual learning events around the world. His energy and desire to connect pulls in the audience and delivers a memorable and valuable experience.

"Breaking Rules to Build Stronger Retirement Plans"  
Presented by Katherine Roy, Managing Director, Chief Management Strategist & Head of Individual Retirement, J.P. Morgan Asset Management

Katherine is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. 

 We've already put together an outstanding program for you. 

REGISTER NOW TO ATTEND!

REGISTRATION FEES (per person)

FPA MEMBER: $150
NON-MEMBER: $300

Registration includes both value packed days!


Special Needs: If you have any requirement that necessitates advanced planning (ie: related to attending a virtual program and/or accessing), please notify FPA upon registration. Please be aware that FPA may not be able to accommodate some requests received after registration. All requests must be made at least two weeks prior to the program.


2021 FPA Virtual Spring Financial Forum

Wednesday, March 10 and Thursday, March 11

Schedule of Events 

 Wednesday, March 10                                                                                                                

8:30 – 9:00 am                 Virtual Networking: Coffee with Colleagues | Visit Exhibit Hall | Announcements

  • 2020 Board Acknowledgments
  • President’s Speech
  • Pro Bono, Membership, & Association Announcements 

9:00 – 9:05 am                 Welcome & Opening Remarks          

9:05 – 9:15 am                 Sponsor Recognition & Introductions 

9:15 – 10:45 am               Opening Keynote: Behavior Gap
Presented by Carl Richards, CFP®, Creator of the Sketch Guy column & Behavior Gap 

10:45 – 11:00 am            Break & Visit with Exhibitors 

11:00 am – 12:00 pm     Keynote: Oregon Economic Forecast
Presented by John Mitchell, Oregon Economist                                                                                 

2:00 – 1:00 pm              Visit with Exhibitors & Lunch/Catch up on Emails Break 

1:00 – 2:00 pm                 Closing Keynote: Wealth Planning 
Presented by Katherine Roy, Managing Director, Chief Management Strategist & Head of Individual Retirement, J.P. Morgan Asset Management         

2:00 – 2:15 pm                 Day 1 Closing Remarks | Sponsor Raffles 

Thursday, March 11                                                                                                                    

8:30 – 9:00 am                 Virtual Networking: Coffee with Attendees & Sponsors | Visit Exhibit Hall 

9:00 – 9:05 am                 Welcome & Opening Remarks; Review of Schedule                                                                                      

9:05 – 9:15 am                 Sponsor Recognition & Introductions 

9:15 – 10:15 am               Opening Keynote 

10:15 – 10:30 am            Break & Networking with Exhibitors 

10:30 – 11:30 am            Keynote: Oregon-specific Financial Planning                                                                                                     

11:30 am – 12:30 pm     Networking with Exhibitors & Lunch/Catch up on Emails Break                                                                                         

12:30 – 2:00 pm              Closing Keynote: Five Industry Trends Reshaping Financial Advice
Presented by Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL                                                                                                   

2:00 pm                             Final Closing Remarks | Sponsor Raffles

2:00 pm                             Networking Social Reception & Games (optional)
*Draft schedule as of 1.14.2021 – subject to change


Contact: Amoreena Burke via email at [email protected]