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Get ready for one of our most anticipated sessions of the year.
Through deep engagement with business leaders, financial professionals, academics, and government partners, Andy Bauer gathers on‑the‑ground economic intelligence that helps shape the Federal Reserve’s understanding of the economy and its monetary policy decisions.
A longtime favorite of our members, Andy returns with a fresh look at the local, state, and national economies. In past years we’ve traveled to the Federal Reserve Bank to hear from him — this year, we’re thrilled to welcome Andy as our keynote speaker.
Plus — a full day of high‑impact learning
Alongside Andy’s keynote, the symposium features a lineup designed to give advisors timely, practical insights you can put to work immediately:
• Protecting Wealth for an Aging America: Understanding the Impacts of Dementia
• Reverse for Purchase Loans
• 2026 Tax Wins: Legislative Update and QSBS Strategies Every Advisor Should Know
• AI: Boom, Bubble or Both
4 hours CFP Board CE approved
2 hours CFP Board CE pending approval
View the full agenda here.
What’s included
• Breakfast
• Lunch
• Networking
• Expert speakers
• Actionable information you can use now
All for the same price as 2025.
$125 — FPA members
$175 — non‑members
Free — Towson University students
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