FPA Annual Conference is now FPA SUMMIT

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FPA SUMMIT 2026

November 9-11

National Harbor, MD

FPA SUMMIT 2026 (formerly FPA Annual Conference) is the center of learning, innovation, and collaboration in financial planning.

This event is ideal for financial planners at any career stage who want to expand their minds and practices by exploring business and career paths and examining trends shaping the profession’s future.

I'm Ready To Grow
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LEARN & GROW IN STYLE

Embark on a unique stay at Gaylord National Resort in National Harbor, just minutes from Washington, D.C. Located on the Potomac River, the resort features a year-round 72-degree indoor garden atrium and luxurious amenities. Guests can enjoy world-class service, fine dining, and activities from relaxing at Relâche Spa to exploring nearby attractions. It's a perfect blend of sophistication, comfort, and unforgettable experiences by the river.

HOTEL REGISTRATION

National Harbor, MD

The Numbers Don't Lie

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INFLUENTIAL
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INCREDIBLE
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REGISTRATION IS OPEN!

Save now with the best possible rate!

EARLY BIRD

Ends January 12, 2026

$ 999 / 1299
Member / Non-Member
  • Best Possible Rate
  • Unmatched Networking With Colleagues
  • Access to Minimum of 10 hours of CFP® CE Credit
  • Lineup of World-Class Speakers
  • And More!

ADVANCE

Ends February 9, 2026

$ 1199 / 1599
Member / Non-Member
  • Savings Still Possible
  • Unmatched Networking With Colleagues
  • Access to Minimum of 10 Hours of CFP® CE Credit
  • Lineup of World-Class Speakers
  • And More!

REGULAR

Ends March 16, 2026

$ 1399 / 1899
Member / Non-Member
  • Unmatched Networking With Colleagues
  • Access to Minimum of 10 Hours of CFP® CE Credit
  • Lineup of World-Class Speakers
  • And More!
STILL NEED CONVINCING?
FPA SUMMIT is for financial planners at all stages of their career who want to grow and expand their capabilities and practice.

FPA is a formidable organization that cares about keeping its members on the cutting edge of subject matter integral to the financial planning profession. FPA Annual Conference [now FPA SUMMIT] is a great event for those seeking networking opportunities and to become knowledgeable in categories outside their comfort zones.

Eve-Lynn Gisonni

Trumbull, CT

FPA Annual Conference [now FPA SUMMIT] was an enriching experience. The Knowledge Circle meetings were a highlight for me as they offered valuable insights and fostered meaningful discussions between planners with common interests. The sessions and presentations were informative, relevant, and engaging. I especially appreciated the opportunity to connect with other planners during meals and social functions, where I met with old friends and made new ones. Sharing views and experiences in a welcoming atmosphere was a pleasure.

 

Otto Rivera, CFP®

Orlando, FL

FPA Annual Conference [now FPA SUMMIT] was full of interesting and valuable information. There was something for everyone: professor, practitioner, researcher, student, or any combination thereof. I enjoyed connecting with all my people from all over the country through my professional and educational journey thus far.

Julia Mull, Ph.D., CFP®

Helena, MT

This was my first year back at FPA Annual Conference [now FPA SUMMIT] since the pandemic, and it was the shot in the arm I needed. FPA changed my career trajectory when I first started attending the conference in 2012. I thought the quality of the content was really high last year and across a diverse array of topics. I'll definitely be back next year and moving forward!

Austin Collins, CFP®

Sarasota, Fla.

Attending FPA Annual Conference [now FPA SUMMIT] was a transformative experience that provided invaluable insights into financial planning through practice support, learning, advocacy, and networking. Connecting with passionate professionals nationwide was enriching and has led to lasting relationships. This conference fuels your growth as a financial planner and ensures you’ll never want to miss another!

John Link, CFP®

Pittsburgh, PA

FPA Annual Conference [now FPA SUMMIT] was like a homecoming – it was so great to connect with all the wonderful people I have become friends with as a member and active volunteer in FPA. The programs were excellent, and the exhibit hall was enjoyable. I also made several new connections with planners from around the country seeking to build their skills and connect with other leaders in the financial planning community.

Molly Balunek, CFP®

Pepper Pike, OH

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Otto Rivera
Julie Mull
Austin Colins
John Link
Molly Balunek
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EXPAND YOUR POSSIBILITIES AT FPA SUMMIT

BROADEN YOUR SKILLS

In a profession that’s still evolving, expand your skill set to meet the demands of current and future clients. You’ll collaborate to learn and innovate with professionals shaping financial planning.

FUEL YOUR GROWTH

Pursue practical strategies you can implement immediately. You’ll learn from those who have tested and refined new approaches and leave with frameworks to advance your practice and professional development.

GROW YOUR NETWORK

Your next career milestone is one person away. At FPA SUMMIT, you’ll participate in sessions and experiences that bring together financial planners of all experience levels and backgrounds.

ALL TOGETHER NOW

Past FPA SUMMIT Partners

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Ryan Insurance
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PAST FPA SUMMIT PARTNERS

Gaylord National Resort

  • 201 Waterfront St, Oxon Hill, MD 20745

Get Ready for What's Next

Where FPA SUMMIT fits in your journey

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

YOU'RE HERE
 

 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. 

 

 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 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. 

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#FPASUMMIT

FPA SUMMIT welcomes financial planning professionals at all career stages who are looking to expand their horizons— grow their skills, networks and practices.

Structured conversations. Meaningful connections. Content designed for learning and innovation for planners at all career stages.

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

 

Explore FAQ

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