Notes from the 2009 FPA Retreat

Blogging from the Conference in Palm Springs, Calif.

For four days, 250 dedicated and passionate independent financial planners from across the globe are gathering in Palm Springs, Calif., for the 2009 FPA Retreat. Unlike other industry conferences, Retreat is known as the haven for energy, education and, of course, debate. It’s no surprise, then, that it is many advisors’ favorite conference. Some of the biggest names in the business are here discussing the most pressing issues that are shaping the financial advisory industry in this remarkable time. Here is a taste of what’s been happening here in Palm Springs...

Financial Planning: Notes from the 2009 FPA Retreat