FPA Norcal Conference

Behind the Scenes: Thank You To The Team Behind FPA NorCal Conference! Since 1972, the FPA NorCal Conference has been a cornerstone event in San Francisco, dedicated to advancing education and fostering community connections within the financial planning profession. But did you know that this iconic conference is planned by financial planners, for financial planners? The FPA NorCal Conference is proudly organized by a dedicated committee of respected financial and event planning professionals representing the San Francisco Bay Area FPA Chapters — including San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento). We want to thank these passionate volunteers who work year-round to curate the incredible experience you’ve all come to expect. Our theme this year is “ELEVATE” — As financial planners, we have a responsibility to not only better ourselves but also to elevate each other, our profession, our clients, and the communities we serve. ?? What Makes FPA NorCal Special? ? A conference designed by planners, for planners — ensuring relevant, high-level content and speakers ? A rich history of fostering education, community, and connection since 1972 ? The chance to Elevate — your Practice, your Impact, and Your Experience! Our conference committee is committed to delivering the most reputable,? premier, financial planning conference that provides knowledgeable speakers and excellent networking opportunities between peers and our partners. ?? May 27-28, 2025 ??Palace Hotel, San Francisco ?? Register now: www.fpanorcal.org Join us this year and experience how a conference built BY financial planners, FOR financial planners can help you truly ELEVATE your business and practice! #FPANorCalConference #FinancialPlanning #ProfessionalGrowth #Networking #Elevate #ConferenceLife #BehindTheScenes

?? What does one attendee, Rachel Elson, say about why she keeps coming back to the FPA NorCal conference? Rachel Elson, Wealth Advisor at Paragon Wealth, shares why she attends the FPA NorCal Conference...From finding a supportive and welcoming community to walking away with real strategies she can implement immediately, Rachel explains how this event elevates her professional growth every year. Curious about what keeps financial planners and advisors like Rachel coming back year after year? ? Looking for your financial planning tribe? ?? Watch her full testimonial below! ?? May 27-28, 2025 ?? Palace Hotel, San Francisco ?? Register Today: fpanorcal.org #FPANorCalConference #FinancialPlanning #AdvisorCommunity #ProfessionalGrowth #Networking #Elevate

“It all started with one decision and making connections…” Two years ago, a first-time attendee walked into the FPA NorCal Conference, unsure of what to expect. She had just launched her own advisory firm, was overwhelmed by the challenges of growing her practice, and wondered if this conference would offer the insights and support she really needed the most. By the end of Day 1, she had already connected with a seasoned advisor who offered her mentorship, attended a session on succession planning that transformed her business model, and left feeling more empowered than ever. Fast forward to today—her firm has grown significantly, she's expanded her team, and she’s guiding her clients with confidence! She credits much of her current success to the relationships and knowledge she gained while attending the FPA NorCal Conference. This is more than just a conference—it’s where careers are elevated, meaningful connections are made, and futures are built. Join us on May 27-28, 2025 at the beautiful and iconic Palace Hotel in downtown San Francisco! ?? Ready to create your own success story? Join us at FPA NorCal Conference and take your career to the next level. Register Here: www.fpanorcal.org #FPANorCalConference #FinancialPlanning #ProfessionalGrowth #Networking #WealthManagement #AdvisorSuccess #FinancialAdvisors #CareerDevelopment #ConferenceExperience

Experience the Historic Charm of the Palace Hotel at the FPA NorCal Conference! The Palace Hotel in San Francisco has long been a cherished venue for the FPA NorCal Conference, hosting the event for many years. Its historic charm and prime location has made it a favorite among both attendees, our partners and organizers alike. We’re excited that this tradition will continue as we return to the Palace Hotel for the 53rd Annual FPA NorCal Conference. This iconic setting promises to provide the perfect backdrop for another memorable conference this year - filled with powerful financial insights, networking, and professional growth opportunities. ?? Conference Dates: May 27-28, 2025 Reserve Your Room Today! ?? Conference Room Rate: $319.00 per night ?? Call to Reserve: 888-627-7196 (mention you're attending the 2025 FPA NorCal Conference) Why the Palace Hotel? It's located on the corner of Market and New Montgomery Streets, the Palace Hotel is perfectly positioned for both business and some fun exploring of the city. It is within walking distance of Union Square, Chinatown, the Financial District, and the Moscone Convention Center...everything you need is just steps away! Make the most of your conference experience by staying at this beautiful, historic and conveniently located hotel! Register now and immerse yourself fully in the heart of the FPA NorCal Conference at The Palace Hotel in downtown San Francisco. Register for the conference and book your room now and join us for an unforgettable conference: https://lnkd.in/gUrBhRg3 #FPANorCalConference #PalaceHotelSF #FinancialPlanning #ProfessionalGrowth #Networking #SanFranciscoEvents

Final Partner Opportunities Available – Apply Now! The FPA NorCal Conference is known for bringing together top financial professionals, decision-makers, and industry leaders—and your company has the opportunity to be front and center. But act fast—Partner spaces are filling up quickly! ?? Why Become an FPA NorCal Conference Partner? ? Exclusive Access – Connect with 500+ financial professionals and influential decision-makers. ? Premium Brand Visibility – Get featured in our conference materials, email marketing, and social media promotions. ? High-Value Networking – Build long-term relationships with top advisors and firm leaders actively looking for new solutions. ? Time is running out! Partner spots are almost full. Secure your place today and position your company at the center of the financial planning industry’s most respected event. The FPA NorCal Conference will take place on May 27-28, 2025, at the historic Palace Hotel in San Francisco. Limited Partner Spots Available! Don't miss your chance to be a part of this premier event—apply now to become a partner at fpanorcal.org/partner. #FPANorCalConference #FinancialServices #BusinessOpportunities #FinanceIndustry #IndustryLeaders #WealthManagement #ProfessionalNetworking #ConferencePartnership #BusinessGrowth

?? Speaker Spotlight: Sara Dorosti, J.D. J.D. | Wealth Strategist, Merrill Lynch Are your clients ready for the upcoming estate tax changes? Navigating estate tax planning has never been more critical, especially as we approach the estate tax exemption sunset. At this years FPA NorCal Conference, Sara Dorosti, J.D., will lead an informative session where she'll examine current laws and exceptions to gifts that preserve exemption amounts, ensuring you’re up-to-date with the latest regulations. In this session, “Estate Tax Planning Ahead of the Sunset: Key Things to Remember,” Sara will cover the following topics: ? How to optimize wealth transfer strategies ahead of the exemption sunset. ? Best practices for using SLATs, QPRTs, CRTs, ILITs, and more. ? Practical guidance on utilizing spousal exemptions, grantor trust status, and business succession plannings. Sara’s experience has extensive background in estate, tax, and business succession planning and as a Wealth Strategist at Merrill Lynch and adjunct professor at Berkeley Law, she?will provide you with the tools to create tailored, tax-efficient estate plans so you’ll walk away with actionable strategies to guide your clients through this evolving landscape. ?? Join us on May 27-28, 2025 ?? At the iconic Palace Hotel in San Francisco ?? Register for Sara's Session Today – Help Your Clients Navigate Estate Tax Changes with Confidence! ?? Register now: fpanorcal.org #FPANorCalConference #EstatePlanning #WealthManagement #FinancialPlanning #FinancialAdvisors #WealthTransfer #TrustsAndEstates #BusinessSuccession

Rethinking Traditional Investment & Planning Strategies – A Fresh Approach with Jeffery Coyle Financial planning is evolving, and so should the way we deliver advice to clients. While risk tolerance questionnaires have long been the standard, are they really providing the most robust, personalized guidance for clients? At the FPA NorCal Conference, Jeffery Coyle, CEO of Libretto and a financial industry leader with over 25 years of experience, will introduce a new framework for lifecycle planning and investing—one that moves beyond traditional models and into an outcomes-oriented approach. ?? What you’ll gain from this session: ? A new perspective on risk management beyond traditional tools ? How to build more personalized, effective investment strategies ? A forward-thinking approach to lifecycle financial planning Jeff’s experience founding three boutique advisory firms delivering to UHNW private clients and his multi-disciplinary approaches to wealth management, makes this session a must-attend for advisors looking to take their planning and investment advice to the next level. ?? When: May 27-28, 2025 ?? Where: Palace Hotel, San Francisco ?? Register now: fpanorcal.org Join us for this insightful session and explore how rethinking traditional financial advice can elevate your practice and create better client outcomes. #FPANorCalConference #FinancialPlanning #WealthManagement #InvestmentStrategy #ProfessionalGrowth

?? We are excited to share just one of the many transformative sessions awaiting you as an attendee at this year’s FPA NorCal Conference! ?? ?? Are You Ready to Meet the Evolving Needs of High-Net-Worth (HNW) Clients? ?? With HNW households holding over $23 trillion in investable assets since 2011, the demand for specialized and comprehensive services has never been greater. Meeting these clients’ expectations requires innovative strategies, tailored solutions, and exceptional client experiences. In this informative panel discussion, "Building Services for High-Net-Worth Clients," you'll explore key topics, including: 1. Estate and Tax Planning – Strategies tailored to HNW clients, including navigating complex tax issues. 2. Charitable Planning – Methods to help clients achieve their philanthropic goals effectively. 3. Planning for Closely Held Business Owners – Solutions for addressing succession challenges and preserving wealth. 4. Alternative Investments – Insights on guiding clients through opportunities beyond traditional assets. 5. Strategic Approaches for Firms – How firms are expanding service capabilities through "buy, build, or rent" models to meet client needs. ?? When: May 27-28, 2025 ?? Where: Palace Hotel, San Francisco ?? Register Now: fpanorcal.org Don’t miss your chance to learn, connect, and grow at this year’s most anticipated financial planning conference! #FinancialPlanning #FinanceCommunity #HighNetWorth #WealthManagement #ElevateYourCareer

We are incredibly grateful to our Gold Partners for their generous support and commitment to the FPA NorCal Conference. Their dedication helps us continue delivering top-tier education, networking, and professional development to financial planning professionals. With their partnership, we can provide an exceptional conference experience that elevates the industry and empowers attendees to grow their expertise. We appreciate all of our partners ongoing support and look forward to another impactful year together! If your company is interested in becoming a partner for this years conference, we still have several opportunities. To apply to be a partner, go here: https://lnkd.in/g-ybnTke #FPANorCalConference #ThankYouPartners #FinancialPlanning #Networking #ProfessionalGrowth

Since 1972, the FPA NorCal Conference has been the premier event for financial planners looking to expand their knowledge, elevate their skill set, and grow their networks. As we celebrate 53 years of shaping the future of financial planning, we invite you to join us for an unforgettable experience this year. If you are new to the conference this year, are you ready to embrace something new? Who will you meet? Your next colleague? A future boss? Maybe a mentor, mentee, or even a succession candidate? This is your chance to expand your network and create meaningful connections that can shape your career and future. Whether it’s your first time or you’re a long-time dedicated attendee, you’ll find a welcoming and inspiring community dedicated to supporting one another and advancing the financial planning profession. Here are some benefits of attending the best overall conference in the country for financial planners: ~ Networking Opportunities with colleagues and valued Partners. ~ Keynote Speakers – hear from influential experts in the industry, providing inspiration and new perspectives. ~ Educational Sessions – gain new knowledge and insights on the latest trends and best practices in financial planning. ?? Are you ready to join the most supportive and inspiring financial planning community? If this is your first time attending FPA NorCal, you’re in for an unforgettable experience of learning, networking, and professional growth. ?? Mark your calendar: May 27-28, 2025 Register NOW: fpanorcal.org