Event Recap
Earning Client and COI Referrals: A Hands-On Session – FPA East Bay Seminar Recap
On December 10th, financial planners from across the Bay Area gathered for an impactful seminar
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December 27, 2024
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
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
