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Master List Of Financial Advisor Conferences For 2022-2023

50th Annual FPA NorCal Conference

May 31-Jun 1 | 
San Francisco, CA | 

The FPA NorCal conference has spent decades honing itself into what is technically still a “regional” conference, but in practice is consistently one of the best National conferences in financial planning, attracting national-caliber speakers, featuring a rich 6-track series of breakout sessions across the 2-day event. The content features a broad mix of both technical and practice management sessions, though it does skew towards more advanced/experienced practitioners

Kitces Top Conference Badge
Price: $949-$1,149
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Michael Kitces
Speaker:
Michael Kitces
Topic:

*Kitces Research on What Makes Financial Planning More Efficient

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 51,881 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​