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Frequently Asked Questions


Live Event FAQs

Q. Where will Institute events take place?

A. All Institute activities and events will take place at the Scottsdale Marriott at McDowell Mountains.


Q. Where do I pick up my registration material and name badge?

A. Registration will be open Sunday, January 29 from 5:00–7:30 p.m. Along with Registration, there will be appetizers, dinner, and open bar. (Your guest is also welcome to attend for an additional fee.)


Q. What can my guest/spouse attend?

A. Your guest can attend the Sunday dinner, Monday reception and Tuesday dinner for an extra fee. Your guest may also attend the Monday and Tuesday Q&A sessions at no additional charge. Guests are not permitted to attend the classes, breakfasts, or lunches; they are for full paid attendees only.


Q. How do I make my room reservation at the Scottsdale Marriott at McDowell Mountains?

A. Reservations must be made no later than January 9, 2023 to receive the group rate. Reservations made after this date are subject to the resort’s space and rate availability. Call 480-502-3836 and request the “Society of FSP” rate.


Q. If I want to come early, can I still get the special room rate?

A. No, the special room rate is not available before Saturday, January 28, 2023 due to extremely limited availability. The special room rate may be available for the 3 days after the Institute, based on hotel availability. Because this is “high” season, we recommend that you book you hotel early to ensure availability.


Q. How many CE credits can I earn at the Institute?

A. You can earn up to 18 hours of Insurance and CFP credit, depending on your resident state (refer to the CE Credit info tab on this site for regular updates on your state’s CE credit approvals). You can also earn PACE, accounting, and legal credit. Be sure to bring your resident state insurance license number, CFP license number, or legal license number with you. In order to earn insurance credit, you must attend the entire program from Monday-Wednesday.


Q. What is the dress for the meeting?

A. Sports or business casual clothes selected for comfort and informality will be the rule during the Institute week. Because it is virtually impossible to have the room temperature perfect for every individual, please bring a sweater or light jacket with you to the classroom.


Q. I have special dietary restrictions. What should I do?

A. Contact Patti McFadden by email or by phone at 610-526-2508 and tell her what you need. In order to give the resort enough time to prepare, please do this at least 2 weeks before the Institute.


Q. I’m thinking of bringing 2 people from my study group with me. Can we get a discount?

A. If you are bringing a group of 2 or more people (including yourself) the entire group can receive a discount. See Registration Page for pricing. All participants must register together to qualify.


Q. My company might like to be a sponsor—what is available?

A. There are many opportunities to be a sponsor. Go to the Sponsorships area of the website for suggestions. If you have an idea for sponsoring something you don’t see there, call Michelle Connor 610-526-2561 to discuss your idea.

Livestream FAQs

Q. How do I get access to the livestream?

A. For your convenience we are providing multiple ways for accessing the FSP Institute. The recommended method of access is through the ConferenceAdit Portal. Access to the Portal will be provided about one week before the FSP Institute. Once you log in, under the COURSES tab simply select the course title, and the session will open on your device.


Q. Do I need any special equipment to livestream the presentations?

A. No. All you need is a device that has a connection to the internet. We recommend a laptop or desktop computer for the best experience, but an iPad/tablet will work just fine. A location where you have a strong internet connection is best for uninterrupted service.


Q. How do I ask questions during the FSP Institute?

A. Zoom offers a Q&A feature to ask questions. We have asked that either the moderator or presenter repeat the question. Unless the presenter invites questions during the session, we ask that questions be  held till the end. We will allow time at the end of each session for questions.


Q. How do I get CE credit for the program?

A. You can track your attendance for CE credit using the ConferenceAdit online portal. It is a fast and easy way to mark your attendance. Instructions for tracking CE will be included in an email we will send prior to the event. You must respond to ALL attendance checks in Zoom. Missing an attendance check will eliminate the opportunity to receive CE credit.


Q. What if I have difficulty accessing the event?

A. Please contact ConferenceAdit at They will respond shortly to help. Although most of us have become familiar with Zoom during the pandemic, we advise that you make sure you have the latest version installed prior to the event.

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