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Event

Save the Date! 2026 Financial Planning Symposium

Save the date for the 2026 Financial Planning Symposium at The Osthoff Resort & Spa!

 09-29-2026 09:00 - 09-30-2026 17:00 CT
 Elkhart Lake WI

Event

Unlocking the Hidden Strengths of Your Later Starter Clients

The May 2026 Financial Counseling call with AFCPE and FPA will be held on Thursday, May 21st at 12 pm ET

 05-21-2026 | 12:00 - 13:00 ET

Event

Summer Social & Networking Event

Whether you're a long-time member or new to the community, we’d love to see you there! 📅 June 11, 2026 📍 Bavarian Bierhaus | 700 W Lexington Blvd, Glendale, WI 53217 ⏰ 5:00 – 8:00 PM 💲 Event Fee: $5 Don’t miss this chance to unwind, connect, and grow your professional network

 06-11-2026 | 17:00 - 20:00 CT
 Glendale WI

Event

Understanding Emotions in Neurodivergent Individuals

The May Neurodivergent Planners Knowledge Circle will be held on Wednesday, May 27th at 12:30 PM ET. Guest speaker Christine Hargrave will be presenting, "Understanding Emotions in Neurodivergent Individuals." This presentation explores how neurodivergent individuals, particularly those with...

 05-27-2026 | 12:30 - 13:30 ET

Event

Accounting for Anxiety

The May Applied Behavioral Economics Knowledge Circle will be held on Thursday, May 28th at 12 pm ET. Guest speaker Naomi Win will be presenting, "Accounting for Anxiety." The advisor’s role is evolving. Sound strategies alone are no longer enough; clients expect to feel heard, supported, and...

 05-28-2026 | 09:00 - 17:00 ET

Event

Torrey Pines Hike with NexGen

Trade the office for the cliffs! Join FPA San Diego and NexGen for a casual sunset hike at one of San Diego's most iconic spots. Whether you're a seasoned hiker or just looking for a reason to get outside, this one's for you. Members and guests are welcome — bring a colleague, a friend...

 06-04-2026 | 17:00 - 18:00 PT
 San Diego CA

Event

Dynamic Tax Planning Using AI

The May 2026 Asian-American/Pacific Islanders Knowledge Circle will be held on Wednesday, May 20th at 4 pm ET

 05-20-2026 | 16:00 - 17:00 ET

Event

CFP Exam Success Panel

The May FPA Latino Knowledge Circle will be held on Friday, May 15th at 3 pm ET. Join us for a CFP Exam Success Panel featuring Bryant Rivera Colón and Cindy Randolph , who will share their CFP exam experiences, study strategies, and key tips for success. This informal session is a...

 05-15-2026 | 15:00 - 16:00 ET

Event

Financial and Other Considerations in Special Needs Divorce

The May 2026 Special Needs Planning Community call will be held on Tuesday, May 19th at 1 pm ET

 05-19-2026 | 13:00 - 14:00 ET

Event

Save the Date for the December Virtual Member Meeting!

 12-08-2026 | 12:00 - 13:00 CT