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2024 Election Preview and Potential Implications

Orinda Country Club Orinda Country Club, Orinda, CA, United States

Presented by Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co. This special event will be live and at the Orinda Country Club Join Schwab’s Washington insider, Michael Townsend, for an entertaining and informative discussion on the intersection between policy, politics, the economy and the markets. Mike will provide his perspective on a […]

FPA Northern California 2024 Summer Symposium

Franklin Templeton 3344 Quality Drive, Rancho Cordova, United States

Early Bird Pricing: $60 members, $125 non-members, $20 students Late Registration After July 11th: $75 members, $125 non-members, $20 students SESSION 1: Boost the Value of Your Practice Presented by: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank SESSION 2: Panel Discussion: In the Trenches of Business Transitions Moderator: Landon Tymochko, MBA, CFP®, […]

FPA Far West Roundup

UC Santa Cruz

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners […]