Articles & News

FPA NexGen Gathering 2025

FPA NexGen Gathering 2025 📅 Dates: August 26–28, 2025📍 Location: Hilton Orlando Lake Buena Vista,

MagMedEd February 18, 2025

Financial Therapy! What, Why, When, Where & How? – Live Presentation with Elana Feinsmith

Financial Therapy! What, Why, When, Where & How?

Event Overview Date: Wednesday, April 30, 2025Time: 7:30 AM – 9:15 AMLocation: Orinda Country Club315

FPA Staff April 14, 2025

Recent Events

Event Recap: Building Blocks of Growth

December 12, 2025 No Comments

Event Recap: Enhance Your Client Experience with Brian Leitner

November 14, 2025 No Comments

Event Recap: Supporting Divorcing Clients with Clarity and Care

October 17, 2025 No Comments

Event Recap: Herb Morgan on Economic Policy & Portfolio Strategy

Event Recap: Herb Morgan on Economic Policy & Portfolio Strategy

September 15, 2025 No Comments

Crypto Decoded Recap: Key Insights for Financial Professionals from Matt Hougan of Bitwise

August 15, 2025 No Comments

Event Recap: Elana Feinsmith Financial Therapy

May 5, 2025 No Comments

2025 FPA Special Event The Future of Financial Planning in a World of AI

Event Recap: How AI is Transforming Financial Planning – Insights from Craig Kirkpatrick

March 13, 2025 No Comments

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond – FPA East Bay Seminar Recap

February 17, 2025 No Comments

Earning Client and COI Referrals: A Hands-On Session

Earning Client and COI Referrals: A Hands-On Session – FPA East Bay Seminar Recap

December 27, 2024 No Comments

Unlock Success with "The Winning Advisor's Playbook" – FPA East Bay Seminar Recap

Unlock Success with “The Winning Advisor’s Playbook” – FPA East Bay Seminar Recap

November 9, 2024 No Comments