Events

Overview: The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is held on the campus of UC Santa Cruz.  […]

Don't miss this annual event!  It's a casual gathering where we split into groups to play bocce and socialize.  No experience necessary. Registration includes food, two complimentary drinks and bocce.  […]

Overview: Topic: Wealth Management Strategies Using 529 Education Plans  Why do advisors need to talk about investing in 529 plans?  Because investing in education for family members is only 2nd […]

Overview: Topic: TBA Location: Online Only Speaker/Featured Partner: Rich Dayton, the Dayton Law Firm Registration will open soon.

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: Americans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% […]

Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which […]

Overview: TBA Location: Minneapolis Convention Center, Minneapolis, MN Registration: Register here

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 […]

Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program, UCSCX PFP alumni, and for members of the Financial Planning Association (any […]