Market Outlook 2027 with John Tousley, CFA
Market Outlook 2027 Economic Trends, Market Projections, and Risks Financial Professionals Should Be Watching in
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October 8, 2026
Market Outlook 2027 Economic Trends, Market Projections, and Risks Financial Professionals Should Be Watching in
Experience the Premier Financial Planning Conference in Northern California Hosted by FPA NorCal đź“… Dates:
Event Recap: Enhance Your Client Experience with Brian Leitner The Power of a Meaningful Client
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,
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 đź“… 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.
