FPA of Charlotte

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🚨 The FPA of Charlotte Annual Symposium isn’t just for CFP® professionals!Are you an insurance professional looking for ...
09/08/2026

🚨 The FPA of Charlotte Annual Symposium isn’t just for CFP® professionals!

Are you an insurance professional looking for continuing education credits? Or a CPA looking for valuable professional education and timely insights to better serve your clients? The FPA of Charlotte Annual Symposium belongs on your calendar.

Through our Super CE opportunity, eligible insurance professionals can earn significant CE credits:

📚 North Carolina Insurance: 16 General / 4 Ethics
📚 South Carolina Insurance: 16 General / 3 Ethics

And the Symposium offers much more than CE. You’ll hear from industry experts on insurance planning, tax strategies, investments, retirement planning, AI, college planning, and more—topics that cross professional disciplines and impact the clients you serve every day.

📅 September 16–17, 2026
📍 Dimensional Fund Advisors | Charlotte, NC

Financial planning is a team effort. CFP® professionals, insurance professionals, CPAs, and other financial professionals are all welcome!

🎟️ Register today: https://charlottefpa.wildapricot.org/page-18090

The FPA of Charlotte Annual Symposium is your opportunity to earn up to 18 hours of continuing education, including Ethi...
07/14/2026

The FPA of Charlotte Annual Symposium is your opportunity to earn up to 18 hours of continuing education, including Ethics, while learning from industry experts and connecting with fellow financial planners.

📅 September 16–17
📍 Dimensional Fund Advisors – Charlotte

Register by July 15 to receive the Early Bird rate before prices increase.

✔ Practical education
✔ Valuable networking
✔ Outstanding speakers
✔ CE that works for your schedule

Register today and secure your spot! https://charlottefpa.wildapricot.org/event-6610437

🎓 Need CE? We've got you covered.Join us at the FPA of Charlotte Annual Symposium and earn up to 18 hours of continuing ...
07/08/2026

🎓 Need CE? We've got you covered.

Join us at the FPA of Charlotte Annual Symposium and earn up to 18 hours of continuing education, including Ethics.

Explore timely topics designed to help you better serve your clients and grow your practice:
✔ Artificial Intelligence
✔ Insurance Planning
✔ Investment Strategies
✔ Practice Management
✔ Ethics

September 16-17 at Dimensional Fund Advisors Headquarters in Charlotte.

⏰ Early Bird pricing ends July 15!

Register today: https://charlottefpa.wildapricot.org/event-6610437

💡 Are your clients making the most of Qualified Charitable Distributions?Join us August 18 at Myers Park Country Club fo...
07/07/2026

💡 Are your clients making the most of Qualified Charitable Distributions?

Join us August 18 at Myers Park Country Club for FPA of Charlotte's End-of-Summer Lunch & Learn and discover how QCDs can help clients:

✔ Satisfy RMDs
✔ Potentially reduce IRMAA impacts
✔ Lower taxable income
✔ Maximize charitable giving

Practical strategies. Actionable ideas. Valuable CE.

🍽️ Members: $30 | Nonmembers: $45 | Students: $15

Register today: https://charlottefpa.wildapricot.org/event-6479824

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Charlotte, NC

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