FPA Retreat is now FPA SHIFT™

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Embrace Innovation

Transform Here

FPA SHIFT™ 2026

APRIL 20-22, 2026 | LA JOLLA, CALIFORNIA

FPA SHIFT™ 2026 (formerly FPA Retreat) is where financial planners step away to transform. It’s where personal and professional evolution occurs, and your “shift” begins.

FPA SHIFT™ is ideal for financial planners who want space to think differently about their work and connect with peers who are reimagining what financial planning can be.

I'M READY TO SHIFT
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Transform Here

WHERE THE OCEAN MEETS ELEGANCE (AND FINANCIAL PLANNING)

Nestled along the 18th hole of the legendary Torrey Pines Golf Course, the Hilton La Jolla Torrey Pines offers stunning views of the Pacific Ocean and direct access to the serene Torrey Pines State Reserve. It’s the perfect backdrop for what FPA SHIFT™ is all about—reflection, connection, and transformation.

HOTEL REGISTRATION

Hilton La Jolla, Torrey Pines

The Numbers Don't Lie

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INFLUENTIAL
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LIKE-MINDED
ATTENDEES

REGISTRATION IS OPEN!

Save now with the best possible rate!

EARLY BIRD

Ends January 12, 2026

$ 999 / 1299
Member / Non-Member
  • Lowest available registration rate
  • First access to schedule highlights and updates
  • Full access to at least 6 hours of CFP® CE credit
  • Exclusive pricing at a stunning ocean front venue

ADVANCED

Ends February 9, 2026

$ 1199 / 1599
Member / Non-Member
  • Reduced rate before final pricing takes effect
  • Strong networking opportunities with peers and thought leaders
  • Access to a minimum of 6 hours of CFP® CE credit
  • Conference hosted in a beautiful ocean front setting

REGULAR

Ends March 16, 2026

$ 1399 / 1899
Member / Non-Member
  • Standard conference rate
  • Engaging networking and community building onsite
  • Access to a minimum of 6 hours of CFP® CE credit
  • Enjoy the event at a premier ocean front destination
STILL NEED CONVINCING?
FPA SHIFT™ is for financial planners who feel ready for a mindset change, whether you're early in your career or well established but looking for new approaches.

If restricted to attending just one conference in 2025, I would attend FPA Retreat [now FPA SHIFT™]. Over the years, I have learned from true legends of our profession and people who will be legends in time due to their fresh viewpoints and cutting-edge work. This is where the heart and soul of the financial planning profession is most evident.

Dan Moisand, CFP®

Melbourne, FL

As a first-time FPA Retreat [now FPA SHIFT™] attendee, I was pleasantly surprised by the unique environment FPA created and how warm and welcoming it felt. As an introvert, conferences can be overwhelming, but this event was energizing from start to finish. I gained valuable knowledge, networked with peers, and had a lot of fun doing it. I look forward to attending next year!

Nicole Madosik

Denver, CO

FPA Retreat [now FPA SHIFT™] is a special place where I reconnect with our profession's thought leaders and friends. While I may have lost count of how many I have attended over the past three decades, I never questioned the value proposition of the event. I always come away with professional and practice-shaping concepts. If you have never attended this special, intimate event, try it. Once you do, I expect you will be back.

Mike Haubrich, CFP®

Mount Pleasant, WI

It was truly refreshing to take a break from the mundane tasks in the office and get off campus to commiserate with others in the field.

Deanna M. Baele

Peoria, IL

Unlike conferences, the Retreat [now FPA SHIFT™] is a great personal development resource. You are connected with other experienced advisors that are willing to share their experience and have session that focus not just on the facts but content useful to improve your delivery to clients.

Maureen Donahue, CFP®

Yardley, PA

The right amount of sessions in a relaxed environment. A great way to connect with other FPA members.

Rana Choubah, CFP®, MPAS, CRPS

Holliston, MA

Dan Moisand
Nicole Madosik
Mike Haubrich
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DISCOVER NEW PERSPECTIVES AT FPA SHIFT™
These sessions are intentionally designed for financial planners with some experience, giving you space to challenge assumptions and explore new ideas.

ELEVATE YOUR

THINKING

Engage with thought leaders and practitioners who are redefining what's possible in financial planning.

Sessions have been designed to stretch beyond tactics and technique—exploring the ideas, questions, and approaches that spark real change in how you practice and think about your work.

ACCELERATE YOUR

GROWTH

Discover practical strategies you can actually implement. Not just theory. Not just inspiration.

Learn from those who've tested new approaches and made them work. Leave with specific frameworks to advance both your practice and your own professional development.

CONNECT WITH

INTENTION

Build relationships through structured conversations designed for depth, not just for exchanging business cards.

Connect with practice leaders, lifelong learners, and peers across all career stages who share your commitment to planning. These facilitated experiences create meaningful connections that continue long after the conference.

ALL TOGETHER NOW

Past FPA SHIFT™ Partners

Hilton La Jolla Torrey Pines,

California

  • 1050 N Torrey Pines Rd, La Jolla, CA 92037

Get Ready for What's Next

WHERE FPA SHIFT™ FITS IN YOUR JOURNEY

FPA Shift Start Here

FPA SHIFT™, inspired by FPA Retreat, is designed for planners ready to go deeper – personally and professionally. Through thought-provoking sessions and transformative discussions, participants will explore what it means to be fully present, purpose-driven, and innovative in their practice and their lives.

I’M READY TO SHIFT
 

FPA GATHER is where the next generation of financial planners comes together to connect, learn, and grow. Formerly known as FPA NexGen Gathering, this event is designed for early-career professionals and career changers exploring the power of financial planning. FPA GATHER is your launchpad into a supportive community that celebrates curiosity, ambition, and purpose.

 

The financial planning profession's largest gathering for deepening knowledge, sharpening skills, and strengthening connections. FPA SUMMIT, building on the spirit of the FPA Annual Conference, delivers breakthrough insights and practical strategies for everyone in the financial planning ecosystem—practioners, partners, academics, students, and more.

 

FPA LEAD, formerly FPA Chapter Leaders Conference, empowers leaders within FPA and the financial planning community to elevate their chapters, strengthen connections, and drive meaningful impact. This dynamic event offers the tools, insights, and inspiration needed to lead with purpose and shape the future of FPA—and the profession.

transform here

#FPAShift

FPA SHIFT™ welcomes financial planning professionals at all career stages who are seeking that spark—the insight, connection, or perspective that shifts how they see their work and their future.

Smaller group sizes. Deeper conversations. Content that respects your experience while pushing your thinking forward.

Curious about logistics, CE, or what to expect on site? Our FAQ has the details.

Explore FAQ

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