Upcoming events

    • Wed, August 11, 2021
    • 5:00 PM - 6:00 PM (PDT)
    • Virtual
    Register


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

    • Thu, August 12, 2021
    • 10:00 AM (PDT)
    • Fri, August 13, 2021
    • 2:00 PM (PDT)
    • Virtual

    Join us from August 12-13 for an unforgettable virtual event. | Read Online


    Register Now for FPA NexGen Gathering 2021

    The financial planning profession is changing, and it's NexGen planners who are at the forefront of this change. We have the power to shape the future of the profession and lead the charge for the generation that will come after us. Join us at FPA NexGen Gathering, August 12-13, to gain the skills and lasting connections that you'll need to be the change.


    This highly interactive event is packed with opportunities for small group and one-on-one networking so you can meet, connect and build lasting relationships with your fellow NexGen community members. Plus, after consuming two days of high-quality content featuring four keynote sessions and engaging breakout sessions, we know that you’ll leave with a newfound passion for the important work you do each day.


    Grab your spot to join us for this unforgettable virtual event!



    FPA Member Price: $125 | Non-member Price: $325

    • Tue, August 24, 2021
    • 7:00 AM - 5:00 PM (PDT)
    • State Capitol, 1315 10th Street, Sacramento, CA




    Hello FPA Members!

    Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.

    While the Legislators' intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.

    The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.

    We are going to Sacramento on August 24th, 2021. This is our 9th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.

    FPA of California events will comply with the current Local, State and Federal requirements.

    Why is your participation important?  Without you (a constituent who lives in the district) we are unable to meet with your Senator or Assemblymember. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients. These conversations will help determine the future of our profession.

    To register for the August 24th, 2021 Advocacy Day, please complete the online form.

    HERE


    Note: You will need to supply the names and contact information for your Senator and Assemblymember by August 9th. To find out who they are, HERE is a link to find your California elected official based on your district of residence (once on their website, click on the Contact Us tab)

    August 23rd: You are invited to join us in Sacramento on Monday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites. Click HERE to register to attend the dinner.

    Also, we have a block of rooms at a discounted rate at the Embassy Suites - available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting. More info for Embassy Suites reservations will be provided in late June.

    August 24th: We meet in the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol for visits with our State Senators and/or Assembly Members. 

    Are you new to Advocacy?  Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach. You will have a team to support you.

    We offer FINANCIAL SUPPORT. The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy.

    Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!

    Sincerely,

    Steve

    Steve Carder

    2021 President, FPA of California  

    Email: president@fpaca.org   

    Website: www.fpaca.org


    • Thu, August 26, 2021
    • 2:00 PM - 3:00 PM (PDT)
    • Virtual
    Register


    "IQ+EQ = Real Financial Planning"




      Scott R. Frank, CFA, CFP®

      Founder

      Stone Steps Financial LLC





    Having technical expertise and certificates of achievement (IQ) doesn’t necessarily translate into action. IQ is thinking, and humans act on emotion. We need to help clients develop the EQ so that they have the energy and inspiration to go and do the things they want to do.

    Learning Objectives

    1. Shift your mindset from the hero to the guide.

    2. Real financial planning is not just about the financial plan, it is about a financial planning process.

    3. Learn that listening deeply is the most important thing you can do.


    • Wed, September 08, 2021
    • 5:00 PM - 6:00 PM (PDT)
    • Virtual
    Register
    • Wed, September 22, 2021
    • (EDT)
    • Fri, September 24, 2021
    • (EDT)
    • Columbus, OH

    Are you missing that sense of community?

    Come meet us in Columbus!

    We're excited to announce that FPA Annual Conference 2021 will be held in-person this year! We know you'll agree that this is a great opportunity to reunite with all of your financial planning friends and colleagues—plus, get to know some great new people—this September.

    This event is an immersive, three-day experience that will provide you what you need to pursue mastery in the business, practice and profession of financial planning. #FPAConf21 is where the profession’s leaders, innovators and change-makers will gather to learn the latest in financial planning and share their secrets for success. 

    Join your colleagues, a diverse group of expert presenters from the profession and our difference-making partners, from September 22–24 at the Greater Columbus Convention Center in Columbus, Ohio to share insights on the topics that matter and participate in discussions that get to the heart of the important work you do every day. Register now!


    • Wed, October 13, 2021
    • 5:00 PM - 6:00 PM (PDT)
    • Virtual
    Register

    Click Here for Event Announcement!


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

    • Wed, November 10, 2021
    • 5:00 PM - 6:00 PM (PST)
    • Virtual
    Register

    Click Here For Meeting Announcement!


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

    • Wed, December 08, 2021
    • 5:00 PM - 6:00 PM (PST)
    • Virtual
    Register

    Click Here for Event Announcement!


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

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Financial Planning Association of Los Angeles is a 501(c)(6) non-profit organization.

Phone:  (323) 510-4870    Mail:  in care of Premium Organization, PO Box 4130  Scottsdale AZ 85261