CalCPA and FPA Joint Happy Hour
📅 Date: Thursday, June 11, 2026🕓 Time: 4:00 PM – 6:00 PM📍 Location: Chicken Pie
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May 8, 2026
📅 Date: Thursday, June 11, 2026🕓 Time: 4:00 PM – 6:00 PM📍 Location: Chicken Pie
📅 Dates: July 30 – August 2, 2026📍 Location: University of California, Santa Cruz Join
Exploring Practical Uses of AI for Advisory Firms On Wednesday, March 11, 2026, financial planning
📅 Date: Tuesday, March 24, 2026🕓 Time: 4:00 PM – 6:00 PM📍 Location: Chicken Pie
Event Recap: The Future of Portfolio Construction – Implementing Direct Indexing Solutions Direct Indexing Moves
Seeking Catalysts Amid Complexity: Navigating Markets Heading Into 2026 On Wednesday, January 14, 2026, financial
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
Seeking Practical, Ethical, and Scalable Uses of AI for Advisors Presented by Craig KirkpatrickCo-Founder, Optimal
Presented by Stephen de Man, Vice President, Global Client Group, Dimensional Fund Advisors đź“… Date:
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
