Meeting Schedule for 2024
Date: July 24, 2024
Time: 6:00 pm - 8:00 pm
Title: NexGen Social: Transition from a Support Role to an Advisor Role!
Location: The Well, CSUS, 6000 J Street, Sacramento, CA
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Date: July 25, 2024
Time: 12:30 pm - 5:00 pm
Title: 2024 Summer Symposium - SESSION 1: Topic: Boost the Value of Your Practice /
SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / SESSION 3: Deal Structures That Work
Speakers: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank / Moderator: Landon Tymochko, MBA, CFP®, CPWA®, AIF / Panelists: Dr. Chase Armer, CFP®, CFA®, EA, President, Planned Solutions (additional panelists to be announced soon)
Location: Franklin Templeton Investments, 3344 Quality Drive, Rancho Cordova, CA
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Date: August 8-11, 2024
Title: 35th Annual Conference - FPA Far West Roundup
Speaker(s): Various
Location: UC Santa Cruz
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Date: October 24, 2024
Time: 11:45 am - 4:00 pm
Title: 2024 Fall Symposium
Speaker(s): TBA
Location: TBA