Fintech
The Strategic Financial Planning & Implementation Course
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.
The essentials
Event details
- Dates
- August 2026
- Organiser
- Broadway
- Industry
- Fintech
Public discussion
What people are saying
Official hashtag #financialplanning
- PressThe Strategic Financial Planning & Implementation Course 2026-08-03 Li...
The Strategic Financial Planning & Implementation Course REF: 2071_1037118 DATE: 03.Aug.2026 - 07.Aug.2026 LOCATIONS: Lisbon (Portugal) INDIVIDUAL FEE: 5600 Euro
- PressThe Strategic Financial Planning & Implementation Course
Strategic financial planning is at the core of every successful business venture. The strategic financial planning and implementation course aims to equip professionals with the skills to create robust strategic financial plans that align w
- PressThe Strategic Financial Planning & Implementation Course
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
Agenda themes
Topics covered
- Banking & Finance
On stage
Speakers
- Mira Lindehoff, Freestone Capital Management
- David Booth, Dimensional Fund Advisors
- Liam Hanlon, Jump - Advisor AI
- Marcia S. Wagner, The Wagner Law Group
On the floor
Sponsor
- Hilton La Jolla Torrey Pines
Logistics
Where to stay
Places to stay near the venue.
Hotel Florida ★★★★
34 Rua Duque de Palmela, Lisboa, 1250-098
Hotel PortoBay Marquês ★★★★
32 Rua Duque de Palmela, Lisboa, 1250-098
HF Fénix Lisboa ★★★★
8 Praça Marquês de Pombal, Lisboa, 1269-133
Dom Carlos Park ★★★
121 Avenida Duque de Loulé, Lisboa, 1050-089
Turim Av Liberdade Hotel ★★★★
247 Avenida da Liberdade, Lisboa, 1250-143
Hotel Excelsior ★★★
172 Rua Rodrigues Sampaio, Lisboa, 1150-282
HF Fénix Garden ★★★
3 Rua Joaquim António de Aguiar, Lisboa, 1050-010
Exe Liberdade
124 Avenida Duque de Loulé
Keep planning
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