May 2019 FPA Retreat
Overview: More Information Coming Soon Location: Hilton La Jolla Torrey Pines, 10950 North Torrey Pines Road, La Jolla Register: https://fparetreat.org/register-2019/
Overview: More Information Coming Soon Location: Hilton La Jolla Torrey Pines, 10950 North Torrey Pines Road, La Jolla Register: https://fparetreat.org/register-2019/
Overview: TOPIC: Buy/Sell a Practice SPEAKER: Christine Sjolin, VP. Strategic Development & Operations, FP Transitions Join us for an update on M&A activity on financial advisory practices, and learn what trends […]
Overview: Save the date. Volunteers needed. To learn more or to volunteer click the link below Volunteer Registration
Overview: TBA Location: Registration: http://www.fpanorcal.org/
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan […]
Overview: Come “Take Action Together” at Gathering 2019 in beautiful New Orleans, a dynamic city full of culture, history, and exciting adventures! This event provides an opportunity to discuss hot topics and trends […]
Overview: FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession […]
Overview: What is FPA Residency program? It a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by […]
Date: Tuesday, June 11, 2019, 5:30 pm.
Join FPASV, CalCPA and Asian Pacific American Bar Association (APABA) for our annual Triple Treat Networking Event. Date: Thursday, June 20, 2019, 5:30 pm Location: Vault 164 Restaurant and Bar, […]