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Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond

Event Recap

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond – FPA East Bay Seminar Recap

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond On February 12th, financial

admin February 17, 2025

Financial Therapy! What, Why, When, Where & How? – Live Presentation with Elana Feinsmith

Financial Therapy! What, Why, When, Where & How?

Event Overview Date: Wednesday, April 30, 2025Time: 7:30 AM – 9:15 AMLocation: Orinda Country Club315

FPA Staff April 14, 2025

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond

What Conversations Should the East Bay’s Best Financial Advisors Be Having With Clients & Prospects

admin February 11, 2025

Recent Events

2025 FPA Special Event The Future of Financial Planning in a World of AI

Event Recap: How AI is Transforming Financial Planning – Insights from Craig Kirkpatrick

March 13, 2025 No Comments

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond

Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond – FPA East Bay Seminar Recap

February 17, 2025 No Comments

Earning Client and COI Referrals: A Hands-On Session

Earning Client and COI Referrals: A Hands-On Session – FPA East Bay Seminar Recap

December 27, 2024 No Comments

Unlock Success with "The Winning Advisor's Playbook" – FPA East Bay Seminar Recap

Unlock Success with “The Winning Advisor’s Playbook” – FPA East Bay Seminar Recap

November 9, 2024 No Comments

Finding Opportunity in the Energy & Power Systems Transformation

Finding Opportunity in the Energy & Power Systems Transformation – Event Recap

October 9, 2024 No Comments

What Advisors Need to Know to About Medicare – Event Recap

September 7, 2024 No Comments

Financial Crimes: A Special Briefing for FPA East Bay Members – Event Recap

June 9, 2024 No Comments