FPA Far West Roundup 2026
Experience One of the Most Unique Financial Planning Retreats in the Industry
Hosted by FPA Far West Roundup
📅 Dates: July 30 – August 2, 2026
đź“Ť Location: University of California, Santa Cruz
👉 Register Here:
FPA Far West Roundup Registration
Program Overview
What if professional growth didn’t have to happen in a traditional conference ballroom? Imagine learning from experienced financial planners, exchanging ideas with peers, and building lasting professional relationships in a relaxed retreat-style environment surrounded by the natural beauty of Santa Cruz.
The 37th Annual FPA Far West Roundup offers financial planning professionals and aspiring advisors a refreshing alternative to the typical industry conference experience. Held on the scenic campus of the University of California, Santa Cruz, this long-standing event is known for its informal atmosphere, collaborative learning environment, and strong sense of community.
Unlike many industry events, the Far West Roundup is intentionally sponsor-free, creating a more authentic and engaging educational experience focused entirely on meaningful conversations, professional development, and peer-to-peer learning.
The retreat-style format encourages deeper discussions, stronger networking opportunities, and more meaningful collaboration between attendees, speakers, and fellow professionals throughout the event experience.
What Attendees Will Learn
Participants can expect valuable educational discussions and networking opportunities focused on:
- Current trends and challenges in financial planning
- Practical strategies used by experienced financial advisors
- Insights from fellow planners and professionals in related fields
- Real-world experiences and case-based discussions
- Professional development opportunities for new and experienced advisors
- Relationship-building and peer collaboration within the industry
- Thought-provoking conversations about the future of financial planning
- Best practices shared by highly recommended industry professionals
Because of the retreat-style format, attendees benefit from more meaningful interaction and collaboration than is typically available at larger conferences.
Who Should Attend
This event is designed for:
- Financial planning practitioners
- Financial advisors and planners
- Students and aspiring advisors
- Professionals interested in entering the financial planning profession
- Industry professionals seeking meaningful networking and collaboration opportunities
Whether you are an experienced planner or new to the profession, the Far West Roundup provides a welcoming environment focused on education, community, and professional growth.
Registration Information
Registration is handled directly through FPA Far West Roundup.
Event pricing, lodging details, and additional conference information are available through the official registration website.
Space may be limited due to the retreat-style conference setting, and early registration is encouraged.
👉 Reserve your spot today
Join fellow financial planning professionals and future advisors in Santa Cruz for an inspiring educational retreat designed to strengthen industry knowledge, collaboration, and community.
About the Conference
The FPA Far West Roundup has earned a strong reputation as one of the most unique and community-driven educational experiences in the financial planning profession.
What sets this event apart is its informal learning environment and sponsor-free structure. Most speakers are experienced financial planners or professionals in related fields who have been personally recommended by previous attendees. This creates a highly engaging atmosphere centered around authentic education, collaboration, and professional growth.
Attendees consistently value the opportunity to connect directly with knowledgeable professionals in an approachable setting where learning continues both inside and outside scheduled sessions.
