The Financial Planning Association says its annual
retreat this year will focus on "both the art and science" of financial
planning.
"We have compiled a program that is truly
connected," says Retreat 2006 Task Force Chairman Ross Levin. "The most
creative and progressive thinkers in all of the disciplines of
financial planning will converge at Retreat 2006. It's an
opportunity to learn from the profession's best and brightest."
The retreat will be highlighted by two general
sessions. "Life's Lessons" will include planners who describe the
personal experiences that helped shape their practices. In "The Good
Life," the Rev. Peter J. Gnomes will describe how planners can help
clients identify the important things in life.
The program will be divided into three tracks:
interaction, education and integration, according to the FPA. The
Interactive Learning track will offer sessions on how to grasp complex
concepts through experiential processes and interaction. The Education
track will offer experts on tax planning, estate planning, investments
and retirement planning. The Integrated Learning track will focus on
how to implement the knowledge gained during the retreat.
The retreat is scheduled for May 4-7 at the
DoubleTree Paradise Valley Resort in Scottsdale, Ariz. Registration
information is available at http://www.fparetreat.org.