FPA of NorCal's Annual Symposium, a Top 20 conference, is an excellent opportunity for education and networking with other financial professionals in NorCal. FPA events are for financial professionals from all areas and designations.
Content Focus: General Planning
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
*Best Practices to Leverage Technology, Manage Growth, Scale and Build Efficiencies
*Advanced Planning Concepts in Long-Term Care Insurance