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W&F 6/12 community call

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Event

January Financial Summit

Join us Wednesday, January 22, 2026 for a full day of learning, growth, and connection featuring four nationally recognized speakers sharing timely, actionable insights to help you elevate your financial planning practice in the year ahead

 01-22-2026 | 09:00 - 16:45 PT
 San Diego CA

Event

May Member Meeting & Networking

Join us on May 12 for our in-person Member Meeting at Luxe Golf Bays in Franklin

 05-12-2026 | 11:30 - 15:30 CT
 Franklin 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. Guest speakers Jackie Cummings Koski and Bill Yount will be presenting, "Unlocking the Hidden Strengths of Your Later Starter Clients."

 05-21-2026 | 12:00 - 13:00 ET

Event

Save the Date for the December Virtual Member Meeting!

 12-08-2026 | 12:00 - 13:00 CT

Event

Save the Date for the November 10th Virtual Member Meeting

 11-10-2026 | 12:00 - 13:00 CT

Event

November Breakfast Meeting

Details to be announced. Check back soon!

 11-12-2026 | 07:00 - 10:00 PT
 San Diego CA

Event

Breakfast Meeting at The Handlery

Join us for our Quarterly Educational Meeting on November 13, 2025, at the Handlery Hotel

 11-13-2025 | 07:15 - 09:00 PT
 San Diego CA

Blog Entry

Upcoming NexGen Event

WHEN: Wednesday, February 25th, 12:00 - 1:00 pm. Presentation will begin promptly at 12:15 pm

Event

CFP Members Community Conference Call

Conference dial-in number: (209) 647-1600 Participant access code: 383817 On our first call, here will be our agenda: Welcome/Introductions: 10 minutes Setting Structure and Logistics for Future Calls: 20 minutes CFP Members Topics and Goals - Brainstorming: 30 minutes Adjourn: 1...

 12-09-2011 | 15:00 - 16:00 ET