Event Recap
Earning Client and COI Referrals: A Hands-On Session – FPA East Bay Seminar Recap
On December 10th, financial planners from across the Bay Area gathered for an impactful seminar
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December 27, 2024
On December 10th, financial planners from across the Bay Area gathered for an impactful seminar
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
