Learning Seminar

November 2025
November 12 @ 11:30 am - 1:15 pm

Enhance Your Client Experience – FPA East Bay November Luncheon with Brian Leitner

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

Presented by Brian Leitner, CFP®, ChFC®📅 Date: Wednesday, November 12, 2025🕰️ Time: 11:30 AM – 1:15 PM📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 👉 REGISTER NOW Why This Event Matters In a competitive landscape where products and pricing often look the same, the client experience stands out as a true differentiator. […]
December 2025
December 9 @ 3:30 pm - 5:15 pm

Building Blocks of Growth

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

Presented by Livia Ramirez, Regional Director, Dimensional Fund Advisors 📅 Date: Tuesday, December 9, 2025🕞 Time: 3:30 PM – 5:15 PM📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 👉 REGISTER NOW Program Overview How do top-performing firms build lasting, scalable growth? It starts with clarity. In this engaging session, Livia Ramirez, Regional […]