FPA of Greater Indiana Crossroads 2026

August 11-13, 2026 · French Lick, IN

Crossroads is the FPA of Greater Indiana's annual conference, held at the French Lick resort rather than in Indianapolis. Putting a chapter conference in a destination setting for three days changes its character — attendees stay on site, and the peer conversation extends well past the session schedule.

Who attends

CFP professionals and financial planners across Indiana and neighboring states, including associate advisors and operations staff, plus regional vendor partners and chapter sponsors.

What was on the agenda

• Technical planning across tax, retirement and estate

• Investment strategy and economic outlook

• Practice management and firm growth

• Continuing education for CFP professionals

Why smaller-market firms carry the data burden differently

Firms outside major metros generally run leaner, which means the work of moving data between systems lands on people who also carry client responsibilities. Nobody's title says data reconciliation, so the cost never appears as a line item — it is simply spread across everyone's week until the firm stops being able to take on households.

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