52nd Annual FPA NorCal Conference

Financial Planning - B2B

52nd Annual FPA NorCal Conference conference image

What Is FPA NorCal?

The FPA NorCal Conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners. We cover the latest in financial education, professional development, and business success. Every year we host inspiring speakers who contribute useful insights to our industry.
2024-05-28
2024-05-28
San Fransisco
USA

2024 FPA NorCal Conference Theme - Embrace Change

Embrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference.

Change.  Change is the one thing in life that is  constant and unavoidable.  Change is growing faster and more dynamically with each turn of the calendar.  There has been, and there continues to be, change across so many aspects of a financial advisor’s daily life from the regulatory environment, the technology we use, our clients’ priorities shifting dramatically during a global pandemic, and the increased emphasis on investors’ psychology.  Change in our industry over the past few years has been exponential.

Embrace Change by networking with your fellow financial planners from the Bay Area and around the country to learn how they are making adjustments to their practice and improving their businesses. Gain resources and information from our valued Partners.

 

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