Event Recap
Event Recap: What’s Possible with AI for Financial Advisors
Exploring Practical Uses of AI for Advisory Firms On Wednesday, March 11, 2026, financial planning
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March 13, 2026
Exploring Practical Uses of AI for Advisory Firms On Wednesday, March 11, 2026, financial planning
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,
Seeking Practical, Ethical, and Scalable Uses of AI for Advisors Presented by Craig KirkpatrickCo-Founder, Optimal
Understanding Tariffs, Trade, and the Federal Deficit’s Ripple Effects On September 10, 2025, financial professionals
Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond On February 12th, financial
Presented by Brian Leitner, CFP®, ChFC®📅 Date: Wednesday, November 12, 2025🕰️ Time: 11:30 AM –
The One, Big, Beautiful Bill: What It Means for You and Your Clients Wednesday, July
What Conversations Should the East Bay’s Best Financial Advisors Be Having With Clients & Prospects
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
