Event Recap
Event Recap: Building Blocks of Growth
Building Blocks of Growth: Creating Clarity for Scalable Firm Success On Tuesday, December 9, 2025,
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December 12, 2025
Building Blocks of Growth: Creating Clarity for Scalable Firm Success On Tuesday, December 9, 2025,
Event Recap: Enhance Your Client Experience with Brian Leitner The Power of a Meaningful Client
Presented by Stephen de Man, Vice President, Global Client Group, Dimensional Fund Advisors đź“… Date:
My Clients Are Divorcing. Should I Still Work With Them? The Answer Is: It Depends.
Understanding Tariffs, Trade, and the Federal Deficit’s Ripple Effects On September 10, 2025, financial professionals
A Joint Event with the CFA Society San Francisco and the FPA East Bay Event
The Emotional Side of Financial Planning: Real Tools, Real Results On April 30, 2025, financial
Presented by Brian Leitner, CFP®, ChFC®📅 Date: Wednesday, November 12, 2025🕰️ Time: 11:30 AM –
Featuring Herb Morgan, Sr. Managing Director & CIO, Cantor Fitzgerald Event Details đź“… Date: Wednesday,
Presented by Matt Hougan, CIO of Bitwise Asset Management Event Details Date: Wednesday, August 13,
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
