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Master List Of Financial Advisor Conferences For 2024-2025

52nd Annual FPA NorCal Conference

May 28-29 | 
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 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

Kitces Top Conference Badge
Price: $1,199-$1,599
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
Michael Kitces

*Is My Advisory Firm Normal? 6 KPIs To Track & Compare

Jeffrey Levine
Jeffrey Levine


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