Date: January 23, 2025
Time: 1:00 pm - 5:30 pm
Topics & Speakers: 2025 Winter Symposium - Session 1: Countdown to 2025 - What You Need to Know About Estate Tax Law Changes - Frank R. Acuña, Acuña ❖ Regli, LLP / Session 2: Fed Watching - Is it Worth Your Time? / Session 3: Planning Your Clients Student Loan Repayments - Rosario Chacon, CFP®
Location: Rancho Cordova City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA
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Date: March 10-11, 2025
Title: California State Capital jointly with all California FPA Chapters
Date: April 24, 2025
Time: 1:00 pm - 5:30 pm
Topics & Speakers: 2025 Spring Symposium - Equity Compensation Planning – Michael Yoder, CFP® / Mentoring Matches and Networking – find your next job/hire / Financial Therapy – When Your Client Needs Money Therapy – Elana Feinsmith, Financial Therapist, CFP®
Location: Maidu Community Center, 1550 Maidu Drive, Roseville, CA
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Date: July 24, 2025
Time: 1:00 pm - 5:30 pm
Topics & Speakers: 2025 Summer Symposium
Location: Franklin Templeton, 3355 Data Drive, Rancho Cordova, CA
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Date: October 23, 2025
Time: 1:00 pm - 5:30 pm
Topics & Speakers: 2025 Fall Symposium
Location: Franklin Templeton, 3355 Data Drive, Rancho Cordova, CA
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