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 […]
FPA NexGen Gathering is one of the only events designed specifically for the next generation of financial planning. Join us in Phoenix, Arizona at the Sheraton Phoenix Downtown on August 20-22, 2024, for the opportunity to engage in thought-sharing conversational sessions, earn CE credit, and feel empowered about the change that you and your peers […]
FPA East Bay Membership Happy Hour hosted by NexGen at Headlands Brewery. Not a NexGen? No Problem! No matter what stage you are at in your career, come network and connect with fellow financial planners who share your passion and vision. Whether you’re looking for advice, inspiration, or collaboration, you’ll find it here. Plus, you’ll […]
