What if one insightful conversation could transform the way you approach financial planning, client relationships, and professional growth? In today’s rapidly evolving financial landscape, staying informed and connected is more important than ever for financial professionals seeking to provide exceptional value to their clients.

The upcoming financial planning event at the beautiful Orinda Country Club offers professionals the opportunity to network, exchange ideas, and gain meaningful industry insights in an engaging and collaborative environment. Whether you are an experienced advisor or growing your career in financial services, this event is designed to help you stay ahead in a competitive marketplace.

Event Overview

• Event Date: Wednesday, April 29, 2026
• Time: 3:30 PM – 5:15 PM (Late Afternoon Session)
• Location: Orinda Country Club
• Address: 315 Camino Sobrante, Orinda, CA 94563
• Event Type: Professional Financial Planning & Networking Event
• Hosted For: Financial planners, advisors, and industry professionals
• Registration: Advance registration required

This engaging event will bring together professionals from across the financial planning community to explore current industry topics, strengthen professional networks, and discover valuable strategies that can elevate client service and business growth.

What Attendees Will Learn

Attendees can expect to gain valuable insights and practical takeaways, including:

1. Emerging trends impacting the financial planning profession
2. Strategies to strengthen client communication and trust
3. Tools and techniques to improve financial planning outcomes
4. Best practices for navigating today’s economic and regulatory environment
5. Opportunities for professional collaboration and networking
6. Practical insights that can be implemented immediately in client engagements

About the Presenter

Speaker details and professional biography will be announced soon. The event organizers are currently finalizing the featured presenter and program content to ensure attendees receive high-quality educational value and actionable insights.

Additional updates, including speaker credentials, professional designations, and program summary details, will be shared as they become available.

Why Financial Professionals Should Attend

• Gain fresh perspectives on today’s financial planning challenges and opportunities
• Expand your professional network with fellow advisors and industry leaders
• Discover actionable insights you can apply directly to your practice
• Stay informed on evolving trends within the financial services industry
• Enhance your ability to deliver greater value to clients
• Participate in meaningful discussions with experienced professionals
• Enjoy a professional and welcoming venue at the Orinda Country Club

Reserve Your Seat Today

Registration is required to attend this event. Early registration is encouraged, as pricing increases closer to the event date and seating availability may be limited.

Registration Pricing

• FPA Member Early Bird (through 4/27/26): $49
• FPA Member Regular (4/28/26 through 4/29/26): $59
• Guest / Non-Member Regular: $98

Registration Information

Click on the registration link to reserve your spot for this upcoming financial planning event. Participants will be asked to provide the following information during registration:

• First Name
• Last Name
• Badge Name
• Designation(s)
• CFP ID
• Company/Organization
• Email Address
• Phone Number
• FPA Membership Status
• If not an FPA member, how you heard about the event

Special Registration Notes

• Board Guest Promo Code: BoardVIP
• Additional sponsor promo codes for 2026 will be announced soon.

Event Inquiries

For registration questions or event inquiries, please contact:

• Mike O’Connor — [email protected]
• Brian Carlson — [email protected]
• Elizabeth Mintzer — [email protected]

Don’t Miss This Valuable Networking & Learning Opportunity

Space may be limited, and interest is expected to be high among local financial professionals. Register early to secure your preferred pricing and reserve your place at this highly anticipated industry event.

This is an excellent opportunity to strengthen your professional knowledge, connect with peers, and gain insights that can support your long-term success in financial planning.

Frequently Asked Questions

Will the session be recorded?

Recording information will be announced closer to the event date.

Are continuing education (CE) credits available?

CFP CE details are currently pending and will be updated once program approvals and learning objectives are finalized.

What should attendees bring?

Attendees are encouraged to bring business cards, note-taking materials, and questions for networking and discussion opportunities.

Is parking available at the venue?

Yes, parking is available at the Orinda Country Club.

Who can attend this event?

The event is open to financial professionals, advisors, planners, and guests interested in professional development within the financial services industry.

What technical requirements are needed?

No special technical requirements are necessary for this in-person event.

Invest in Your Professional Growth

Professional growth begins with meaningful conversations, continuing education, and strong industry connections. This upcoming event at the Orinda Country Club offers an outstanding opportunity to gain insights, build relationships, and stay informed about the future of financial planning.

Mark your calendar for Wednesday, April 29, 2026, and join fellow professionals for an informative and engaging afternoon you won’t want to miss.

Click Here to Register