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
admin
November 14, 2025
Event Recap: Enhance Your Client Experience with Brian Leitner The Power of a Meaningful Client
October 14 @ 3:30 pm – 5:15 pm How CIA Tradecraft Can Help Professionals Build
Helping Financial Planners Guide Families Through the Complexities of Special Needs Planning Presented by Kirsten
What if one insightful conversation could transform the way you approach financial planning, client relationships,
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
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
