Event Recap
Event Recap: The Trust Protocol
Building Trust, Influence, and Alignment in High-Stakes Conversations On October 14, financial planners, advisors, firm
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October 15, 2026
Building Trust, Influence, and Alignment in High-Stakes Conversations On October 14, financial planners, advisors, firm
Market Outlook 2027 Economic Trends, Market Projections, and Risks Financial Professionals Should Be Watching in
Helping Financial Professionals Better Support Families With Special Needs On September 9, financial planners, wealth
The Financial Planning Association of the East Bay is proud to announce that applications are
October 6 @ 4:00 pm – 6:00 pm Market Insights, Portfolio Strategy and Connections for
Exploring a New Tax-Deferred Savings Opportunity for Families On August 12, financial planners, tax professionals,
FPA East Bay NexGen Happy Hour August 25 @ 4:00 pm – 6:00 pm 📅
Exploring the Political Landscape Ahead of the 2026 Midterm Elections On July 8, financial professionals
Building Connections Across the East Bay Financial Community On June 11, financial professionals from across
📅 Date: Thursday, June 11, 2026🕓 Time: 4:00 PM – 6:00 PM📍 Location: Chicken Pie
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
