Your partner in planning for 25 years!




  • Special 25th Anniversary Celebration
  • Round Table Discussions
  • Up to Eight Hours of CE
  • Networking with Peers
  • and more...


See Full Agenda

Registration Fees

Early Bird Rates - Until August 1
Member $315
Nonmember $415

Regular Rates - August 2 - October 1
Member $365
Nonmember $465

Late Rates - After October 1
Member $400
Nonmember $500


Agenda-at-a-Glance

6:30am Registration Opens
7:00am Couples & Money: A Financial Planner's Guide to Navigating Love, Conflict, and Wealth
8:00am AI & Automation for Financial Advisors: Streamline Your Practice without Sacrificing Personal Touch
9:00am Break and Sponsor Time
9:20am Better Together: Avoiding Common Estate Planning Errors with Legal Insight
10:10am Break and Sponsor Time
10:20am TBD
11:10am Break and Sponsor Time
11:20am TBD
12:10pm Lunch
1:00pm Round Table Discussions
1:50pm Helping Nervous Clients Understand and Financially Plan for the (True) State of the Social Security System
2:40pm Break
2:40pm TBD







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

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