Event Recap
Event Recap: How AI is Transforming Financial Planning – Insights from Craig Kirkpatrick
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an
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March 14, 2025
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an
Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond On February 12th, financial
On December 10th, financial planners from across the Bay Area gathered for an impactful seminar
On November 6, 2024, the Financial Planning Association (FPA) of the East Bay hosted an
On October 2nd, the Financial Planning Association (FPA) of the East Bay held an engaging
On September 5, 2024, the FPA of the East Bay hosted an informative event titled
On May 8, 2024, FPA East Bay members gathered at Round Hill Country Club for
By Michael J. O’Connor, 2024 President of the FPA of the East Bay As I
Mr. Gengo is a senior vice president and external advisor consultant for PIMCO Investments. He is
As a financial planner, your goal is to help clients feel secure and confident in
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
