Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2023
51st Annual FPA NorCal Conference
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 and featuring a rich 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
Price: $1,099-$1,499
Type: In Person
Content Focus: Advanced Planning, General Planning, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Speaker:
Michael Kitces
Topic:
*TBD
Speaker:
Jeffrey Levine
Topic:
*TBD
