A Letter from Camp

Walker, Lewis J.
January 2004
Journal of Financial Planning;Jan2004, Vol. 17 Issue 1, p24
Academic Journal
The rationale for a retreat for financial planning practitioners was a relaxed venue on a college campus, mixing speakers and attendees to foster a sense of community. What better place for an exercise in creative introspection than Saint John's University in Collegeville, Minnesota. Reflective of retreats for those contemplating a religious life, the early Institute of Certified Financial Planners (ICFP) gatherings afforded busy planners an opportunity to pause, listen, learn and ponder; to explore the dynamics of practice management and career alternatives through association with pioneers and leaders of the profession. The first ICFP retreats were held at Saint John's in 1981 and 1982. The early retreats on college campuses were true to Henry Montgomery's vision, a coming together sans the distractions of a major resort. The graduates from the College for Financial Planning from the earliest classes between 1973 and 1979 were the leaders who showed the way in the formative years of the 1980s at the first retreats. Our future offers myriad opportunities for speaking, writing, teaching, coaching, mentoring and consulting. Experienced planners post-transition will find second careers in such areas.


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