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TRANSFORM HERE FPA SHIFT™ 2026, formerly FPA Retreat, is a gathering for financial planners who believe this profession can be more human, more innovative, and more sustainable for clients and planners alike. Across a few focused days, you'll connect with people who are wrestling with the same questions you are and leave with clarity on what your next shift looks like. Experience it April 20-22, 2026 in La Jolla, CA.
Interested in registering a group of 5+ individuals? Fill out a form and a member of our team will follow up with you.
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