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.

Past Conferences Photo Gallery

Check out photos from our past Roundup conferences. Photos by Ethan Pepper.

Save The Date

  • Far West Roundup 2020

    August 6 - 7, 2020

Roundup Flyer

Conference Map