Join us September 16–17 at the beautiful Dimensional Fund Advisors Charlotte Headquarters for two days of education, insights, and connections at the FPA of Charlotte Annual Symposium!

    Designed for financial planning professionals who want to stay ahead in an ever-changing industry, this year's symposium features more than 18 hours of CFP® continuing education, including Ethics credit. Attendees will hear from industry experts on timely topics including Artificial Intelligence, Insurance Planning, Tax Planning, Investment Management, and more.

    Whether you're looking to enhance your technical expertise, discover innovative planning strategies, or gain fresh perspectives on emerging trends, you'll find valuable content and practical takeaways throughout the program.

    The learning doesn't stop when the sessions end. Join us on the evening of September 16 for a networking social immediately following the Ethics session. Connect with fellow financial planners, industry partners, and colleagues in a relaxed setting while enjoying great conversation and expanding your professional network.

    Don't miss this opportunity to earn CE, engage with thought leaders, and connect with the Charlotte-area financial planning community.

    Symposium Highlights

    • More than 18 hours of CFP® CE available, including Ethics
    • Expert speakers and timely industry topics
    • Sessions on AI, insurance, tax planning, investments, and more
    • Networking opportunities with peers and industry professionals
    • Evening networking social on September 16

    We look forward to seeing you at Dimensional Fund Advisors this September!


    Registration Fees

    Early Bird Rates - Until July 15
    Member $375
    Nonmember $475

    Regular Rates - July 16 - September 1
    Member $400
    Nonmember $500

    Late Rates - After September 1
    Member $425
    Nonmember $525

    Students
    $50

    REGISTER NOW!


    NEW THIS YEAR!

    For the first time, FPA of Charlotte is partnering with John Hancock and T. Rowe Price to bring to you the SUPER CE Event!

    This event will provide the following continuing education credits for attendees who participate:

    • North Carolina Insurance 16/4 credit hours
    • South Carolina Insurance 16/3 credit hours
    • CFP 10 general credit hours (no CFP Ethics)
    • IWI 10 general credit hours
    • IAR 6 credit hours (Product and Practices), 6 credit hours (Ethics and Professional Responsibility)

    Attendees are required to complete a separate registration for the Super CE and to take an exam.  A one-hour review will be held on September 17 as the last session of the Symposium.

    Learn more HERE.


    Agenda-at-a-Glance (see full agenda)

    Wednesday, September 16
    3:00pm-5:00pm CFP Ethics
    5:00pm-7:00pm Symposium Social

    Thursday, September 17
    7:00am-8:00am Breakfast and Registration
    8:00am-8:10am Welcome and Opening Remarks
    8:10am-9:15am The Hidden Costs of Indexing
    9:15am-9:30am Break and Sponsor Time
    9:30am-10:20am Operationalizing Tax Planning: Systems that Scale Without Burning Out
    10:20am-10:40am Break and Sponsor Time
    10:40am-11:30am Breakout Sessions

    • The Value Equitation: College Admissions, Outcomes and Aid
    • Insurance Planning

    11:30am-12:30pm Lunch and Sponsor Time
    12:30pm-1:20pm Required Minimum Distribution (RMD): A Yearly Tradition You Can't Skip
    1:20pm-1:40pm Break and Sponsor Time
    1:40pm-2:30pm Climate, Credit & Conviction: A New Triad for Risk-Aware Investing
    2:30pm-2:40pm Break and Sponsor Time
    2:30pm-3:30pm Artificial Intelligence
    3:30pm-4:30pm Super CE


    FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

    Powered by Wild Apricot Membership Software