Event Recap
Event Recap: What’s Possible with AI for Financial Advisors
Exploring Practical Uses of AI for Advisory Firms On Wednesday, March 11, 2026, financial planning
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March 13, 2026
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
The Emotional Side of Financial Planning: Real Tools, Real Results On April 30, 2025, financial
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
