2nd Financial Planning Forum

The 2nd Financial Planning Forum Returns on October 20, 2026, at the Benaki Museum

Following the successful inaugural event, the Hellenic Financial Planners Association (HFPA) proudly announces the 2nd Financial Planning Forum, which will take place on Tuesday, October 20, 2026, at the Benaki Museum (138 Pireos Street), Athens.

Under the central theme “Beyond Advice – Financial Planning for Impact,” this year’s Forum aims to highlight the evolving role of the Financial Planner in a rapidly changing world. It is a role that extends beyond traditional financial advice and focuses on creating meaningful value for individuals, families, businesses, and society as a whole.

At a time when economic, social, and technological developments are reshaping the way we live, work, and plan for the future, Financial Planning is emerging as one of the most important tools for informed decision-making and long-term financial well-being.

The 2nd Financial Planning Forum will bring together distinguished speakers from Greece and abroad, including academics, professionals from the financial services and insurance sectors, and experts from a wide range of disciplines. Through their presentations and discussions, they will share insights, experiences, and perspectives on the challenges and opportunities that lie ahead.

The Forum’s agenda will explore key topics such as demographic trends, artificial intelligence, sustainability, behavioral finance, household financial resilience, and the evolving role of the financial advisor in modern society.

The event is designed for professionals in the insurance, investment, and banking industries, Financial Planners, Financial Advisors, business executives, academics, and anyone interested in understanding the trends shaping the future of financial advice and financial planning.

Because Financial Planning is about much more than managing financial resources. It is about people, their choices, their aspirations, and their ability to build a more secure and meaningful future.

The 2nd Financial Planning Forum aspires once again to serve as a platform for knowledge sharing, collaboration, innovation, and inspiration for all those who believe that financial planning can make a meaningful contribution to improving people’s lives and creating a positive social impact.