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Everything You Wanted to Know About Financial Therapy…But Didn’t Know to Ask

Zoom

Date & Time: February 27, 2025, 01:00 PMLocation: ZoomDuration: 1 Hour (CFP Board-approved for 1.0 hour of CE credit) Event Description:Financial Therapy has emerged as an important practice area in the financial field, gaining certification in the United States in recent years. This discipline addresses the emotional aspects of money, enhancing overall financial health and […]

FPA CA 2025 Advocacy Day

Sacramento, CA +1 more

This is our 12th annual visit to “the Hill”. We urge you to join your fellow FPA members from around the state to meet with your elected representatives.

Unlock the Power of AI in Financial Planning with Craig Kirkpatrick

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

Have you ever wondered how artificial intelligence (AI) could revolutionize the financial planning industry? In an era where efficiency and client connection are paramount, understanding and utilizing AI can be a game-changer for financial professionals. Join us for an exclusive event that dives deep into the integration of AI within financial planning, presented by a […]