The Advisers in Transition community addresses the needs and interests of FPA members contemplating changes in the ownership, structure and oversight of their practices. More specifically, our community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, looking to grow their businesses for future transitioning to the next generation, or who are facing regulatory changes brought about by the new SEC other compliance initiatives. Our community includes all the parties to these various issues: young and old, experienced advisors and those newer to the profession.  To tailor your conference experience, choose your primary community of interest.

      A special thanks to Cambridge Investment Research for sponsoring the Advisers in Transition Community.

The Life Planning community consists of Financial Professionals who view their role as going beyond writing financial plans and recommending financial products and services to meet client needs. Instead, the Life Planner gets more deeply and intimately involved with their clients' life goals, values, dreams, and aspirations. They become their clients' most trusted advisor. From this foundation of a deeper emotional connection, the Life Planner helps their clients make better choices in all areas of their life that are affected by money. Often this relationship extends beyond money and the Life Planner becomes a mentor to their clients who helps them make better choices in other key areas of their life.  To tailor your conference experience, choose your primary community of interest.

Longevity & Retirement Planning: At the heart of a planner's work with most clients is longevity planning-loosely defined as the point when a family's resources, needs, and life's risks come together to test the best laid assumptions of a retirement plan. Longevity planning is also deeply integrated in all other planning disciplines, requiring advisors to remain current in both technical strategies and relational best practices. The Retirement Planning Community provides FPA Experience attendees an opportunity to hear how our best thinkers view the current planning environment. Sessions cover a spread of retirement planning issues, ranging from modeling retirement scenarios and creating sustainable portfolio income to cognitive impairment and decline and senior residence options to a myriad of other critical longevity planning issues.  To tailor your conference experience, choose your primary community of interest.

Niche: Aside from mainstream communities like Life Planners or Portfolio Managers, FPA members are creating and gathering in passionate and active communities around specialized areas of interest and expertise. These communities can be based on shared demographic interest (Women and Finance, Pride Planners, International Community) with unique needs or upon specialized or niche planning expertise (Divorce Planners, Philanthropy). FPA Experience Niche Planning sessions bring to you some of the leading experts from the US and around the world to discuss how regulation, marketing trends and research in these areas will impact your clients and your practice.  To tailor your conference experience, choose your primary community of interest.

The Portfolio Managers community at FPA Experience consists of those planners and affiliated professionals whose focus, and/or expertise involves investment management and planning. This may include individuals who run portfolios of individual securities, mutual funds, ETFs, and/or multi-manager separate accounts. It is also represented by those who manage securities and asset allocation, watch the capital markets and trends, and conduct economic research along with the implementation of client portfolios based on these functions. If you in any way participate in the investment process and planning aspect of a practice, this is the community for you! Come join us and generate some social alpha!  To tailor your conference experience, choose your primary community of interest.

Practice Optimization is the community of financial practitioners that want to build, transform and/or optimize their practices to provide higher levels of efficiency, productivity and profits. Embracing new concepts, this community will explore the latest tools, technology and techniques to create more productive operations, more harmonious office environments, and higher practice value.  To tailor your conference experience, choose your primary community of interest.

Small Business Planning: Small business owners represent the backbone of our economy, and a tremendous opportunity for advisors to cultivate profitable, advisable clients who largely prefer to delegate their financial planning. This market is also among the most underserved in our industry. The Small Business Planning community offers FPA Experience attendees a one-stop opportunity to learn about the various aspects of advocating the interests of small business owners. Sessions cover a spread of planning issues, including general and family-specific business succession and continuity, advanced tax-advantaged strategies, the bridging of health and wealth strategies, and marketing the small business owner niche.  To tailor your conference experience, choose your primary community of interest.

The Young Professionals, powered by NexGen, a FPA Community continues to be a strongly connected group dedicated to serving clients well as they grow into leadership positions within their firms. The Young Professional Community at FPA Experience 2011 is designed to support these professionals in skill-building and practice management as well as to support the creation and growth of existing and new relationships. Through education, mentoring, and meaningful friendships our next generation of advisors will achieve their mission of transferring the wisdom, integrity and traditions of financial planning from one generation to the next.  To tailor your conference experience, choose your primary community of interest. 

        A special thanks to Cambridge Investment Research for sponsoring the Young Professionals Community.