Upcoming events

FPA NorCal Conference

May 28-29, 2013 San Francisco, CA

Created over 40 years ago, the FPA NorCal Conference has earned a reputation as one of the best conferences in the country through providing high quality, technically knowledgeable speakers and excellent networking opportunities. learn more > 

INSITE 2013

June 5-7, 2013 Hollywood, FL

Learn specific ways to help your business grow at the event for success-minded investment professionals and registered investment advisors. learn more >

Junxure Advisor Conference: Gaining TraXion in Your Business

September 16-17, 2013 Dallas, TX

Join the leaders of the advisor community - principals, industry experts, and technology gurus - to discuss practical ideas that lead to profound improvements in your business. learn more >

Insider's Forum

September 17-19, 2013 Dallas, TX

Bob Veres hosts CEOs, COOs, investment professionals, and key staff members for this unique annual event. Topics include succession and mergers, effective time and technology management, alternative investments and more. learn more >

FPA Experience 2013

October 19-21, 2013 Orlando, FL

The annual conference for the financial planning profession. learn more >

FPA of San Francisco: Best Practices in Workflow Management & Process

November 12, 2013 San Francisco, CA

Hear from other firms about their use of workflow, checklists, processes & CRM. learn more >