https://vimeo.com/1032532788/161f539db7?share=copy Unlock Your Potential at the 2025 FPA NorCal Conference Elevate Your Career at the Premier Financial Planning Event in Northern California! Get ready for an immersive experience designed to inspire and educate financial planning professionals. Join us at the FPA NorCal Conference for an opportunity to network with industry leaders, gain invaluable insights, and […]
You're invited to a complimentary happy hour hosted by FPA East Bay NexGen! 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. There […]
Fulfill Your Ethics CE Requirement—Virtually Join us online for the 2025 FPA Regional Ethics Webinar, a 2.0 CE credit course approved by the CFP Board. This session is designed to help CFP® professionals understand and apply the Code of Ethics and Standards of Conduct as the foundation of ethical financial planning. Led by Curt Weil, […]
