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Master List Of Financial Advisor Conferences For 2020-2021

FPA of Ventura County Annual Symposium

August 21-22 | 
Camarillo, CA | 

FPA of Ventura County's Symposium is an excellent opportunity for education and networking with other financial professionals in Ventura County and surrounding areas. FPA events are for financial professionals from all areas and designations. Plan ahead and do not miss this year's event, featuring a speaker from the Kitces Team!

Price: TBD
Content Focus: General Planning, Practice Management
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
Jeffrey Levine
Speaker:
Jeffrey Levine
Topic:

*How The SECURE Act Changes Retirement (and Other) Planning

*Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 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!​