• The event will begin on Wednesday, October 21, with a welcome reception at Pacific Terrace at Shutters on the Beach, providing time to connect with fellow clients and the FPA team.


  • Thursday, October 22, will feature investment team presentations at Casa Del Mar, along with interactive Q&A sessions. The day will conclude with a cocktail hour followed by dinner. Breakfast and lunch will be provided during the program.


Formal agenda to be announced by August 1st, 2026.

Hotel Rooms will be available in a limited quantity at both Shutters on the Beach and Hotel Casa Del Mar. We are still finalizing our hotel room block, but expect to have this done as soon as possible. 

Rooms will start at $415 per night plus taxes and fees. If you’d like to be added to the waiting list for when our block becomes available, please email [email protected]


Please complete the registration form below to submit your RSVP for this event. If you experience any issues accessing this page or are unable to view the form, please contact Morgan Finniss at [email protected].