Join Us for an Exclusive Financial Planning Event at the Orinda Country Club
What if one insightful conversation could transform the way you approach financial planning, client relationships,
MagMedEd
May 14, 2026
What if one insightful conversation could transform the way you approach financial planning, client relationships,
Have you ever wondered how artificial intelligence (AI) could revolutionize the financial planning industry? In
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
