Save The Date!
31st Annual Conference
August 6 - 7, 2020
Due to the COVID-19 pandemic, this year’s conference will be held online via ZOOM video conferencing.
More details to come!
Howdy Partners – Check back soon for more details about our new-fangled Round-up Corona Style.
About FPA Far West Roundup
The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is held on the campus of UC Santa Cruz. We eat in the cafeteria and we sleep in the dorms. The campus is beautiful, the food is good (considering it’s cafeteria food), and the accommodations are a long shot from the Ritz. Needless to say, this retreat is wildly popular in spite of its downscale venue. The appeal is the informal setting where planning practitioners can exchange ideas and have fun.
The registration fee is inclusive of the conference, meals, and accommodations unless you register as a commuter. Registration fees vary dependent on your single or shared accommodations, and if you choose to be a commuter. The registration fee ranges from $325 to $525. Saturday evening activities are available and have an additional charge.
This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.