Join Us!

32nd Annual Conference

August 5 - 6, 2021

Thursday, August 5 beginning @ 4:00 PM PT
&
Friday, August 6th from 9:30 AM PT to 6:15 PM PT

Click Here for the Program Agenda »

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 usually held on the campus of UC Santa Cruz.

Sadly – We will be virtual again this year – BUT we have a great program and of course the traditional Roundup Camaraderie! We’ll circle the wagons of our screens Woopin’ & a-Hollerin’ across the prairies of cyberspace.  Far West Roundup will continue in unbroken tradition as a place where thought leaders come for inspiration, camaraderie and learning.  We are eager to welcome all to this year’s “Virtual Roundup”! Yippie Ki Yay!

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.

Join Us!

Roundup Flyer

Coming soon!