Event Recap
Event Recap: Enhance Your Client Experience with Brian Leitner
Event Recap: Enhance Your Client Experience with Brian Leitner The Power of a Meaningful Client
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November 14, 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:
On August 13, 2025, members and guests of FPA of the East Bay convened at
Date & Time: February 27, 2025, 01:00 PMLocation: ZoomDuration: 1 Hour (CFP Board-approved for 1.0
FPA NexGen Gathering 2025 📅 Dates: August 26–28, 2025📍 Location: Hilton Orlando Lake Buena Vista,
The Financial Planning Association (FPA) Retreat 2025 is scheduled for April 28–30, 2025, at the
https://vimeo.com/1032532788/161f539db7?share=copy Unlock Your Potential at the 2025 FPA NorCal Conference Elevate Your Career at the
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,
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.
