Event Recap
Event Recap: Trump Accounts (§530A Accounts)
Exploring a New Tax-Deferred Savings Opportunity for Families On August 12, financial planners, tax professionals,
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August 14, 2026
Exploring a New Tax-Deferred Savings Opportunity for Families On August 12, financial planners, tax professionals,
Where Innovation, Growth, and the Future of Financial Planning Come Together Hosted by the Financial
Seeking Catalysts Amid Complexity: Navigating Markets Heading Into 2026 On Wednesday, January 14, 2026, financial
Connect, Learn, and Finish the Year Strong With FPA East Bay Speaker and Program Details
Seeking Practical, Ethical, and Scalable Uses of AI for Advisors Presented by Craig KirkpatrickCo-Founder, Optimal
Presented by Laura Foster, CFAManaging Director, Private Wealth Solutions, Canvas Custom Indexing 📅 Date: Wednesday,
Understanding Tariffs, Trade, and the Federal Deficit’s Ripple Effects On September 10, 2025, financial professionals
The Emotional Side of Financial Planning: Real Tools, Real Results On April 30, 2025, financial
What Conversations Should the East Bay’s Best Financial Advisors Be Having With Clients & Prospects
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
