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
The Emotional Side of Financial Planning: Real Tools, Real Results On April 30, 2025, financial
Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond On February 12th, financial
Featuring Herb Morgan, Sr. Managing Director & CIO, Cantor Fitzgerald Event Details 📅 Date: Wednesday,
Event Overview Date: Wednesday, April 30, 2025Time: 7:30 AM – 9:15 AMLocation: Orinda Country Club315
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.
