FPA Far West Roundup 2026

July 30 - August 2, 2026 · Santa Cruz, CA

The Far West Roundup is unlike any other event on the FPA calendar. Held on a university campus with attendees staying in dorms, it deliberately strips away the hotel-ballroom convention format in favor of something closer to a retreat — and it has kept a loyal following for decades because of it.

Who attends

CFP professionals and planners from across the western states, many of whom return year after year, often bringing family. The informal setting produces more candid peer conversation than a conventional conference.

What was on the agenda

• Technical planning across tax, retirement and estate

• Practice management and firm operations

• Investment and economic sessions

• Continuing education for CFP professionals

Why informal settings surface the real operational problems

Advisors talk more honestly about what is not working when there is no exhibit hall and no one selling. The complaint that comes up most consistently in those conversations is not about advice or markets — it is about how much of the week disappears into moving client information between systems that were never designed to share it.

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