10th Annual Forum

thank you to our sponsors !

Check out https://cofpa.org/Annual_Forum for all the details.

Keynote speakers

MICHAEL KITCES, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.  

In addition, he is the Head of Planning Strategy at Focus Partners Wealth, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, 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.  

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. 

JULIA SEWELL, Author

Julia Sewell is THE Self-Made Mom, founder and author of the transformative movement equipping working mothers to thrive at home and at work—without compromise. For over two decades Julia has blended strategy, vulnerability, and real-life experience to empower women to build intentional, high-performing, and fulfilling lives—rooted in joy and intention—proving you don’t have to choose between your ambition and your family.

 IAR CE Disclaimer: NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Tickets

$245.00 FPA Members and Partners
$215.00 Earlybird rate before July 13

$315.00 Nonmember ticket
$285.00 Earlybird rate before July 13

$585.00 Group of 3 (Contact [email protected] for 4 or more)
$495.00 Earlybird rate before July 13

$50.00 Happy Hour Only