Overview: TOPIC: Business Planning Beyond the Numbers SPEAKER: Teresa Riccobuono Attendees will learn what it takes to prepare a comprehensive business plan, including the foundational pieces, client service aspects, client […]
Overview: Please join Pete Klos of Natixis Investment Managers for a seminar designed to educate participants on the impact taxes can have on investments and the techniques that can be […]
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan […]
Overview: The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is held on the campus of UC Santa Cruz. […]
Don't miss this annual event! It's a casual gathering where we split into groups to play bocce and socialize. No experience necessary. Registration includes food, two complimentary drinks and bocce. […]
Overview: Topic: Wealth Management Strategies Using 529 Education Plans Why do advisors need to talk about investing in 529 plans? Because investing in education for family members is only 2nd […]
Overview: Topic: TBA Location: Online Only Speaker/Featured Partner: Rich Dayton, the Dayton Law Firm Registration will open soon.
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan […]
Overview: Americans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% […]
Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which […]