Past Events

The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025.   You are [...]

The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. [...]

Speaker(s):  James Park, J.D., Professor, UCLA School of Law PLEASE NOTE:  This meeting is on a TUESDAY. We will be meeting DOWNSTAIRS in the BALLROOM at [...]

Please join us on April 16th to mingle and network with your fellow San Francisco FPA NexGen members. We will be convening at 5:30 pm [...]

Panelists: Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI Mark Gilbert, Co-Founder & CEO, Zocks Alex Mathe-Cathala, Co-Founder & CEO, Vega Minds Tobin Bennion, Head of Sales, Jump [...]

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 [...]

Now that we’re back from the holidays, it’s the perfect time to reconnect with old friends and colleagues. We’re excited to host our next event [...]

Speaker(s): Gabriela Santos, Chief Market Strategist of the Americas, J.P, Morgan Asset Management REGISTER HERE

Speaker(s): TBA

FPA San Francisco and FPA East Bay Chapters Present an Exceptional Education Session and Holiday Networking Event Speaker(s): Dan Allison, Founder and CEO of the Feedback [...]

Speaker(s): Judah Schulman, Managing Director, Product Specialist & Jason (Jay) R. Sforza Director, Structured Investments, Divisional Head of the West Strategic Partner: Stonecrest  DETAILS/REGISTER

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here -  https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions!

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here -  https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions! [...]

Speaker: Krystalynn Schlegel, CLU®, ChFC®, CLTC®, AEP®, Partner, MG Schlegel and Associates Strategic Partner: Stonecrest Details/Register

We are excited to be holding the Annual Bay Area Financial Planning Day back in the SF Main Public Library this year! In celebration of [...]