Event Recap
Event Recap: Understanding Today’s California Insurance Landscape
Navigating Rising Premiums, Carrier Changes, and Growing Risk On April 29, financial professionals from across
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May 6, 2026
Navigating Rising Premiums, Carrier Changes, and Growing Risk On April 29, financial professionals from across
Exploring Practical Uses of AI for Advisory Firms On Wednesday, March 11, 2026, financial planning
Event Recap: The Future of Portfolio Construction – Implementing Direct Indexing Solutions Direct Indexing Moves
Seeking Catalysts Amid Complexity: Navigating Markets Heading Into 2026 On Wednesday, January 14, 2026, financial
Building Blocks of Growth: Creating Clarity for Scalable Firm Success On Tuesday, December 9, 2025,
Event Recap: Enhance Your Client Experience with Brian Leitner The Power of a Meaningful Client
My Clients Are Divorcing. Should I Still Work With Them? The Answer Is: It Depends.
Understanding Tariffs, Trade, and the Federal Deficit’s Ripple Effects On September 10, 2025, financial professionals
On August 13, 2025, members and guests of FPA of the East Bay convened at
Honoring Chad’s Legacy by Supporting Future Financial Planners The Financial Planning Association of the East
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
