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FPA CA Sacramento Advocacy Day
11 Mar
03/11/2025    
7:30 am - 3:00 pm
California State Capital
Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the [...]
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Balancing Innovation and Trust: AI for Financial Advisors
13 Mar
03/13/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panelists: Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI Mark Gilbert, Co-Founder & CEO, Zocks Alex Mathe-Cathala, Co-Founder & CEO, Vega Minds Tobin Bennion, Head of Sales, Jump [...]
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Events on 03/11/2025
11 Mar
FPA CA Sacramento Advocacy Day
11 Mar 25
Sacramento
Events on 03/13/2025
13 Mar
Balancing Innovation and Trust: AI for Financial Advisors
13 Mar 25
San Francisco

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Sep 2026

15 Sep

Cybersecurity

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Tate Gordinier, CA Department of Financial Protection & Innovation
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Oct 2026

24 Oct

San Francisco Financial Planning Day 2026

10/24/2026    
9:30 am - 5:00 pm
San Francisco Public Library Main Branch
MORE DETAILS HERE
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Nov 2026

10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

11/10/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Amy Mullen, CEO, Money Quotient RESERVE YOUR SPOT NOW (more details coming soon)
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Dec 2026

08 Dec

Retirement Income Planning

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Justin Fitzpatrick, PhD, CFA, CFP®, Income Lab
More Info

 

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