he FPA NorCal Conference is a beacon for financial planners eager to navigate the ever-evolving landscape of their industry. Known for its rigorous content and national-caliber reputation, this event draws experts and innovators to share insights that shape the future of financial planning. Attendees are treated to a rich blend of strategic thinking and pra…
Today’s executive comp packages go far beyond stock options. This session unpacks the full range of equity-based strategies—from RSUs and ISOs to complex vehicles like PPUs and pro…
Dr. McClanahan has spoken through the years about the many issues that financial advisers need to consider when planning for client’s health care expenses. This session brings all …
A candid, RIA founder-led discussion on how to exit responsibly — without selling your soul, your culture, or your firm to private equity.
Dr. Murtha is known for his insightful, practical and entertaining style of presentation. This talk, rooted in time-tested psychological principles, will cover effective techniques…
After three strong years of stock market returns, financial markets are gripped by uncertainty in 2026. Liz Young, the Head of Investment Strategy for SoFi, will join us to help so…
Your clients are asking Medicare questions. Are you ready to answer or refer? This isn’t just another generic Medicare overview. It’s a strategic session for advisors who want to s…
Succession planning for RIAs is often viewed as an eventual exit event. In reality, when approached strategically, it can become a powerful catalyst for growth, liquidity, and long…
Direct indexing introduced the planning community to individual stock positions for customization, tax-loss harvesting, and gift planning. But a new strategy using a margin loan an…
Americans’ interest in moving abroad has never been higher – but do they know what they’re getting themselves into? Failing to consider both the financial and psychological issues …
An audience of 51 companies, parsed from the program.
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