Where Innovation, Growth, and the Future of Financial Planning Come Together Hosted by the Financial Planning Association 📅 Dates: November 9–11, 2026 📍 Location: Gaylord National Resort, National Harbor, Maryland 👉 Register Here Program Overview Formerly known as the FPA Annual Conference, FPA Summit 2026 is the Financial Planning Association's premier national event dedicated to […]
Succession and Exit Planning for Wealth Advisors Preparing Advisors and Firms for Successful Leadership, Ownership, and Practice Transitions Presented by Darci Smith and Ben Douglas Roklyn Consulting and Rimon, P.C. 📅 Date: Wednesday, November 11, 2026 🕞 Time: 3:30 PM – 5:15 PM 📍 Location: Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563 👉 […]
Connect, Learn, and Finish the Year Strong With FPA East Bay Speaker and Program Details Coming Soon 📅 Date: Wednesday, December 9, 2026 🕞 Time: 3:30 PM – 5:15 PM 📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 👉 Registration Coming Soon Program Overview As the financial planning profession continues to evolve, […]
