--- title: FPA SHIFT™ description: FPA SHIFT™ is a breakthrough gathering for financial planners seeking human-centered, innovative, and sustainable ways to elevate their practice, career, and client impact. image: https://shift.financialplanningassociation.org/hubfs/FPA_BottomLogo_Shift-unify.png --- FPA Retreat is now FPA SHIFT™ Workflow [![484190_FPA_ShiftTM_Outlined_FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/484190_FPA_ShiftTM_Outlined_FPA.png?width=1658&height=400&name=484190_FPA_ShiftTM_Outlined_FPA.png "484190_FPA_ShiftTM_Outlined_FPA")](https://shift.financialplanningassociation.org/?hsLang=en) Open menu [About](https://shift.financialplanningassociation.org/about?hsLang=en) [Registration](https://shift.financialplanningassociation.org?hsLang=en#pricing) [Partners](https://shift.financialplanningassociation.org/for-partners?hsLang=en) Contact Us [Marketing Toolkit](https://shift.financialplanningassociation.org/marketing-toolkit?hsLang=en) [Partners](https://shift.financialplanningassociation.org/partners-contact?hsLang=en) [Attendees](https://shift.financialplanningassociation.org/attendees?hsLang=en) [FAQ & Policies](https://shift.financialplanningassociation.org/faq-policies?hsLang=en) [![FPA_BottomLogo_Shift-unify](https://shift.financialplanningassociation.org/hs-fs/hubfs/FPA_BottomLogo_Shift-unify.png?width=184&height=50&name=FPA_BottomLogo_Shift-unify.png "FPA_BottomLogo_Shift-unify")](https://https) [![484190_FPA_ShiftTM_Outlined_FPA](https://shift.financialplanningassociation.org/hs-fs/hubfs/484190_FPA_ShiftTM_Outlined_FPA.png?width=1658&height=400&name=484190_FPA_ShiftTM_Outlined_FPA.png "484190_FPA_ShiftTM_Outlined_FPA")](https://shift.financialplanningassociation.org/?hsLang=en) Close menu [About](https://shift.financialplanningassociation.org/about?hsLang=en) [Registration](https://shift.financialplanningassociation.org?hsLang=en#pricing) [Partners](https://shift.financialplanningassociation.org/for-partners?hsLang=en) Contact Us [Marketing Toolkit](https://shift.financialplanningassociation.org/marketing-toolkit?hsLang=en) [Partners](https://shift.financialplanningassociation.org/partners-contact?hsLang=en) [Attendees](https://shift.financialplanningassociation.org/attendees?hsLang=en) [FAQ & Policies](https://shift.financialplanningassociation.org/faq-policies?hsLang=en) ## 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](https://mem.onefpa.org/store/events/registration.aspx?event=2026RET) ![Header1_1639240674](https://shift.financialplanningassociation.org/hs-fs/hubfs/Header1_1639240674.jpeg?width=8023&height=5351&name=Header1_1639240674.jpeg) ![shift-icon](https://shift.financialplanningassociation.org/hubfs/Shift_Icon_RGB-large.png) 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](https://book.passkey.com/event/51120477/owner/10179/home) Hilton La Jolla, Torrey Pines ## **The Numbers Don't Lie** ![InfluentialSpeakers](https://shift.financialplanningassociation.org/hubfs/InfluentialSpeakers.svg) 0 + INFLUENTIAL SPEAKERS ![Partners](https://shift.financialplanningassociation.org/hubfs/Partners.svg) 0 + INCREDIBLE PARTNERS ![Colleagues](https://shift.financialplanningassociation.org/hubfs/Colleagues.svg) 0 + LIKE-MINDED ATTENDEES # SEE YOU IN LA JOLLA! Registration has ended. ### EARLY BIRD Ended 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 Ended 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 Ended 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](https://shift.financialplanningassociation.org/hs-fs/hubfs/Dan%20Moisand.jpg?width=1024&height=1024&name=Dan%20Moisand.jpg) ![Nicole Madosik](https://shift.financialplanningassociation.org/hs-fs/hubfs/Nicole%20Madosik.jpg?height=2000&name=Nicole%20Madosik.jpg) ![Mike Haubrich](https://shift.financialplanningassociation.org/hs-fs/hubfs/Mike%20Haubrich.jpg?height=2000&name=Mike%20Haubrich.jpg) ![428873-avatar-lg-638143990197630000 (1)](https://shift.financialplanningassociation.org/hs-fs/hubfs/428873-avatar-lg-638143990197630000%20(1).png?width=300&height=300&name=428873-avatar-lg-638143990197630000%20(1).png) ![Maureen donahue-1](https://shift.financialplanningassociation.org/hs-fs/hubfs/Maureen%20donahue-1.jpeg?width=600&height=587&name=Maureen%20donahue-1.jpeg) ![rana-choubah-cfp-ms-crps-jpg](https://shift.financialplanningassociation.org/hs-fs/hubfs/rana-choubah-cfp-ms-crps-jpg.webp?width=600&height=561&name=rana-choubah-cfp-ms-crps-jpg.webp) ![484190_FPA_ShiftTM_Outlined_FPA2026](https://shift.financialplanningassociation.org/hs-fs/hubfs/484190_FPA_ShiftTM_Outlined_FPA2026.png?width=500&height=116&name=484190_FPA_ShiftTM_Outlined_FPA2026.png "484190_FPA_ShiftTM_Outlined_FPA2026") 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 FPA SHIFT™ Partners [![dimensional-logo](https://shift.financialplanningassociation.org/hs-fs/hubfs/dimensional-logo.png?width=480&height=480&name=dimensional-logo.png)](https://www.dimensional.com/) ![EdwardJones-Logo-150px](https://shift.financialplanningassociation.org/hs-fs/hubfs/EdwardJones-Logo-150px.png?width=625&height=194&name=EdwardJones-Logo-150px.png) [![Group_2025_LG_Gallagher Affinity Formerly Known as Ryan Insurance Logo_1770742181-01](https://shift.financialplanningassociation.org/hs-fs/hubfs/Group_2025_LG_Gallagher%20Affinity%20Formerly%20Known%20as%20Ryan%20Insurance%20Logo_1770742181-01.png?width=1200&height=224&name=Group_2025_LG_Gallagher%20Affinity%20Formerly%20Known%20as%20Ryan%20Insurance%20Logo_1770742181-01.png)](https://www.ryan-insurance.net/) ![logo-Snappy-Kraken](https://shift.financialplanningassociation.org/hs-fs/hubfs/logo-Snappy-Kraken.png?width=246&height=400&name=logo-Snappy-Kraken.png) [![CIA_logo_1200px](https://shift.financialplanningassociation.org/hs-fs/hubfs/CIA_logo_1200px.png?width=1200&height=306&name=CIA_logo_1200px.png)](https://www.yourwealth.com/) ![Jump Logo black-NEW](https://shift.financialplanningassociation.org/hs-fs/hubfs/Jump%20Logo%20black-NEW.png?width=606&height=190&name=Jump%20Logo%20black-NEW.png) [![logo-Allianz-Life-Insurance](https://shift.financialplanningassociation.org/hs-fs/hubfs/logo-Allianz-Life-Insurance.png?width=214&height=53&name=logo-Allianz-Life-Insurance.png)](https://www.allianz.com/en.html) ![logo-Ameritas-Advisor-Services](https://shift.financialplanningassociation.org/hs-fs/hubfs/logo-Ameritas-Advisor-Services.png?width=214&height=80&name=logo-Ameritas-Advisor-Services.png) [![Foundation for Financial Planning Inc](https://shift.financialplanningassociation.org/hs-fs/hubfs/Foundation-for-Financial-Planning-Inc-1.png?width=368&height=122&name=Foundation-for-Financial-Planning-Inc-1.png)](https://ffpprobono.org/) ### 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](https://shift.financialplanningassociation.org/hubfs/FPA_BottomLogo_Shift-unify.png) 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. | | --- |   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](https://shift.financialplanningassociation.org/faq-policies?hsLang=en) ### STAY UP TO DATE ON SOCIAL! [![X.com](https://shift.financialplanningassociation.org/hubfs/x-twitter-brands-solid.png)](https://x.com/fpassociation) [Facebook](https://www.facebook.com/FinancialPlanningAssociation) [Instagram](https://www.instagram.com/financial_planning_association/) [Twitter](https://twitter.com/fpassociation) [LinkedIn](https://www.linkedin.com/company/financial-planning-association/) © 1660 Lincoln Street  |  Suite 2620  |  Denver, CO 80264  |  (800) 322-4237