# The Strategic Financial Planning & Implementation Course

- Dates: August 2026
- Location: Hilton La Jolla Torrey Pines, Lisbon, Portugal
- Organiser: Broadway
- Industry: Fintech

## About

FPA SHIFT™ 2026 (formerly FPA Retreat) is described as a retreat where financial planners step away to think differently about their work and connect with peers. The page says it is ideal for financial planners with space to reflect.

## Official links

- [Official website](https://shift.financialplanningassociation.org/)
- [Registration](https://mem.onefpa.org/store/events/registration.aspx?event=2026RET)
- [Agenda](https://shift.financialplanningassociation.org/schedule?hsLang=en)

## Topics

- Banking & Finance

## Speakers

- Mira Lindehoff, Freestone Capital Management
- David Booth, Dimensional Fund Advisors
- Liam Hanlon, Jump - Advisor AI
- Marcia S. Wagner, The Wagner Law Group

## Sponsors and partners

- Hilton La Jolla Torrey Pines

## Where to stay

- **Hotel Florida**: 110 m from the venue, 4 stars, 34 Rua Duque de Palmela, Lisboa, 1250-098
  - [Hotel website](https://www.continentalhotels.eu/site/hotels/view/19.html)
  - Phone: +351 213 576 145
- **Hotel PortoBay Marquês**: 130 m from the venue, 4 stars, 32 Rua Duque de Palmela, Lisboa, 1250-098
  - [Hotel website](https://www.portobay.com/en/hotels/lisbon-hotels/portobay-marques/)
  - Phone: +351 210032700
- **HF Fénix Lisboa**: 130 m from the venue, 4 stars, 8 Praça Marquês de Pombal, Lisboa, 1269-133
  - [Hotel website](https://www.hfhotels.com/gb/hf-fenix-lisboa)
  - Phone: +351 213 716 677
- **Dom Carlos Park**: 150 m from the venue, 3 stars, 121 Avenida Duque de Loulé, Lisboa, 1050-089
- **Turim Av Liberdade Hotel**: 150 m from the venue, 4 stars, 247 Avenida da Liberdade, Lisboa, 1250-143
  - [Hotel website](https://www.turim-hotels.com/hoteis/turim-av-liberdade-hotel-111)
  - Phone: +351 211 589 270
- **Hotel Excelsior**: 160 m from the venue, 3 stars, 172 Rua Rodrigues Sampaio, Lisboa, 1150-282
  - [Hotel website](https://www.hotelexcelsior-lisboa.com/)
  - Phone: +351 213 188 040
- **HF Fénix Garden**: 160 m from the venue, 3 stars, 3 Rua Joaquim António de Aguiar, Lisboa, 1050-010
  - [Hotel website](https://www.hfhotels.com/hoteis/hf-fenix-garden-pt)
  - Phone: +351 213 717 120
- **Exe Liberdade**: 170 m from the venue, 124 Avenida Duque de Loulé
  - [Hotel website](https://www.exehotels.co.uk/exe-liberdade.html)

## What people are saying

Official hashtag: #financialplanning

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  - Introduction In the context of global economic volatility and rapidly evolving business environments, strategic financial planning has become essential for sustainability and value creation. Achieving financial success requires advanced ana
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Source: https://www.luminik.io/events/the-strategic-financial-planning-implementation-course/