Event Recap
Event Recap: Special Needs Planning for Financial Planners
Helping Financial Professionals Better Support Families With Special Needs On September 9, financial planners, wealth
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September 14, 2026
Helping Financial Professionals Better Support Families With Special Needs On September 9, financial planners, wealth
October 15 @ 1:00 pm – 5:00 pm Exploring How AI and Emerging Technology Are
October 6 @ 4:00 pm – 6:00 pm Market Insights, Portfolio Strategy and Connections for
Exploring a New Tax-Deferred Savings Opportunity for Families On August 12, financial planners, tax professionals,
FPA East Bay NexGen Happy Hour August 25 @ 4:00 pm – 6:00 pm đź“…
Exploring the Political Landscape Ahead of the 2026 Midterm Elections On July 8, financial professionals
Building Connections Across the East Bay Financial Community On June 11, financial professionals from across
📅 Date: Thursday, June 11, 2026🕓 Time: 4:00 PM – 6:00 PM📍 Location: Chicken Pie
Where Innovation, Growth, and the Future of Financial Planning Come Together Hosted by the Financial
Experience the Premier Financial Planning Conference in Northern California Hosted by FPA NorCal đź“… Dates:
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
