Events

Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.

While the Legislators’ intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.

The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.

We are going to Sacramento on March 11, 2025. This is our 13th annual visit to “the Hill”. I urge you to join your fellow FPA members from around the state to meet with your elected representatives.

Registration opens soon

Panelists: Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI
Mark Gilbert, Co-Founder & CEO, Zocks
Alex Mathe-Cathala, Co-Founder & CEO, Vega Minds
Parker Ence, CEO & Co-Founder, Jump
Ben Olsen, Founder & CEO, Beemo Automation

PLEASE NOTE:  This meeting is on a THURSDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club.

DETAILS/REGISTER

Details coming soon

Details coming soon

PLEASE NOTE:  This meeting is on a WEDNESDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club.

Details coming soon

PLEASE NOTE:  This meeting is on a WEDNESDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club.

Details coming soon

PLEASE NOTE:  This meeting is on a THURSDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club.

More details coming soon

More details coming soon