The Future of Portfolio Construction: Implementing Direct Indexing Solutions
Presented by Laura Foster, CFAManaging Director, Private Wealth Solutions, Canvas Custom Indexing đź“… Date: Wednesday,
MagMedEd
November 28, 2025
Presented by Laura Foster, CFAManaging Director, Private Wealth Solutions, Canvas Custom Indexing đź“… Date: Wednesday,
On August 13, 2025, members and guests of FPA of the East Bay convened at
Date: Wednesday, October 15, 2025Time: 3:30 PM – 5:15 PMLocation: Orinda Country Club, 315 Camino
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
