FPA of the Triangle Fall Symposium 2026

October 29, 2026 · Raleigh, NC

The Triangle chapter's Fall Symposium is a long-running single-day event serving the Raleigh-Durham-Chapel Hill planning community. The region's mix of university, research and technology employment gives local advisors a client base weighted toward equity compensation and academic retirement plans, and the programming reflects that.

Who attends

CFP professionals and financial planners across the Research Triangle, including associate advisors and operations staff, plus regional vendor partners and chapter sponsors.

What's on the agenda

• Technical planning across tax, retirement and estate

• Equity compensation and employer plan strategy

• Investment and economic outlook

• Continuing education for CFP professionals

Why held-away accounts are the local pain point

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