October 14 @ 3:30 pm - 5:15 pm How CIA Tradecraft Can Help Professionals Build Trust, Create Alignment, and Navigate High-Stakes Conversations Presented by Kimberly Kearney, ACC Former CIA Case Officer and Founder, INICIO Executive Consulting 📅 Date: Wednesday, October 14, 2026 🕞 Time: 3:30 PM – 5:15 PM 📍 Location: Orinda Country Club 👉 […]
Preparing Today for the Future of Your Advisory Practice Presented by Darci Smith and Ben DouglasRoklyn Consulting and Rimon, P.C. 📅 Date: Wednesday, November 11, 2026🕞 Time: 3:30 PM – 5:15 PM📍 Location: Orinda Country Club 👉 Registration Coming Soon Program Overview What happens to a financial advisory practice when its founder decides to retire, […]
Connect, Learn, and Finish the Year Strong With FPA East Bay Speaker and Program Details Coming Soon 📅 Date: Wednesday, December 9, 2026 🕞 Time: 3:30 PM – 5:15 PM 📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 👉 Registration Coming Soon Program Overview As the financial planning profession continues to evolve, […]
