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Event

May 14th Breakfast Meeting with Cozy Whitman

Join us for the May 14th Breakfast Meeting at WestPac® Wealth Partners in San Diego. Registration opens at 7:00 AM with breakfast at 7:15 AM. Session 1 (8–9 AM): Cozy Wittman reveals how 529 plans go far beyond college savings — explore superfunding, estate tax reduction, and...

 05-14-2026 | 07:00 - 10:00 PT
 San Diego CA

Event

12th Pickleball Social

 05-18-2026 | 16:45 - 19:00 PT
 San Diego CA

Event

Save the Date! Join us for our Next Networking Event

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

Event

Panel Discussion: Investment Planning Approach In My practice to Ensure Alignment With Client Profiles

The March 2026 Investment Planning Knowledge Circle will be held on Tuesday, March 31st at 2 pm ET. Knowledge Circle Host Freddy Garcia will be joined by panelists Neil Solomon and Greg Stoner and they will share their approach to investment portfolio construction that is fit for the client:...

 03-31-2026 | 14:00 - 16:00 ET

Event

NexGen In-Person Networking Event

FPA of WI NexGen will be hosting their next in-person networking event. These events are designed as a casual way to meet other FPA WI NexGen members and idea share. The theme for April will surround health insurance. With the enhanced premium tax credits expired, we’ll discuss planning for...

 04-23-2026 | 16:00 - 18:00 CT
 Pewaukee WI

Event

Designing the Durable Plan: How to Make Special Needs Plans Survive 30+ Years

The March 2026 Special Needs Planning Community call will be held on Tuesday, March 17th at 1 pm ET. Guest speaker Jeff Llewellyn will be presenting, "Designing the Durable Plan: How to Make Special Needs Plans Survive 30+ Years." Join the Speical Needs Planning Community for more advanced,...

 03-17-2026 | 13:00 - 14:00 ET

Event

Spring Mixer w/ EPCSD & PASD

 04-21-2026 | 17:00 - 18:30 PT
 San Diego CA

Event

Getting to Know Your FPA Latino Knowledge Circle

The March 2026 FPA Latino Knowledge Circle will be held on March 20th at 3 pm ET. Join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community. In March we will be joined by special guest Rich Arzaga

 03-20-2026 | 15:00 - 16:00 ET

Event

84 Trillion in Motion: How Women Are Redefining Wealth

The March 2026 Women & Finance Knowledge circle will be held on Thursday, March 26th at 2 pm ET. Guest speaker Cary Carbonaro will be presenting, "84 Trillion in Motion: How Women Are Redefining Wealth." Brought to you by the Women & Finace Knowledge Circle, Join us for an empowering...

 03-26-2026 | 14:00 - 15:00 ET

Event

Reverse Mortgage Psychology: Navigating the Back-and-Forth between Benefits and Pitfalls

The March 2026 Financial Counseling Community Call will be held on Thursday, March 19th at 12 pm ET. Guest speaker Todd Christensen will be presenting, "Reverse Mortgage Psychology: Navigating the Back-and-Forth between Benefits and Pitfalls." Are your senior clients sitting on substantial...

 03-19-2026 | 12:00 - 13:00 ET