Make plans now to join us on October 4 at the Charlotte Renaissance South Park.

See the Agenda-At-A-Glance


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Who Should Attend?

The 2018 Annual Symposium and Sponsor Expo offers something for everyone in the financial planning industry.  Planners, investors, accountants and even attorneys can choose from a variety of high quality and timely topics presented by industry leaders.

Why Attend?

The Symposium offers you the opportunity to hear locally and nationally acclaimed speakers and industry leaders from near and far.  You will be updated on industry trends, new paradigms and the economy on a local and national level.  Come network and learn with Charlotte’s most knowledgeable industry professionals.

New Location

You spoke and we listened!  Many of you expressed concern about driving to Rock Hill for the Symposium.  So, for the 2018 event you will find yourself at the Marriott South Park.  

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Are you a member of FPA?

As a member of the Financial Planning Association (FPA®), you have access to a combination of the best networking and educational opportunities the financial planning community has to offer. You will connect with your colleagues, influence regulatory initiatives and take advantage of an array of benefits including top rated conferences, career services and practice resources, to name a few.The Financial Planning Association is the community that fosters the value of financial planning and advances the profession. We understand that your time is precious, that is why FPA stays focused on giving you what you need to support you in your success.