FPA NorCal Conference

FPA NorCal Conference Financial Planning Association of Northern California Conference

The 54th Annual FPA NorCal Conference has officially wrapped and we are still feeling the energy of two incredible days ...
06/04/2026

The 54th Annual FPA NorCal Conference has officially wrapped and we are still feeling the energy of two incredible days at the Palace Hotel in San Francisco.

To our attendees — thank you for making the trip to San Francisco and showing up fully for two incredible days. The energy you brought, the conversations you started, and the connections you made are exactly what makes this conference worth building every single year.

To our partners — thank you for believing in this community and investing in the future of financial planning alongside us. Your presence at the conference added real value for every attendee in that room and we are deeply grateful for your support.

To our volunteers and committee members — none of this happens without you. Thank you for the countless hours, the dedication, and the genuine love for this profession that you pour into this event year after year.

If you want to connect with the best, you show up in the right places and get to know the right people. After two days with this community, one thing is abundantly clear....the future of this profession is very bright.

See you next year on June 1-2, 2027!

Tag someone you connected with at the FPA NorCal Conference this year and let them know you're grateful for the conversation.







We hope yesterday left you energized, inspired, and ready for more — because Day Two of the 54th Annual FPA NorCal Confe...
05/27/2026

We hope yesterday left you energized, inspired, and ready for more — because Day Two of the 54th Annual FPA NorCal Conference is shaping up to be just as powerful.

Here's a look at what's on the stage today.
This morning, Stephanie Bogan takes the stage with "Building A High-Growth, High-Profit, High-Happiness Practice" — a session built around what actually separates stressed-out practices from truly thriving businesses. If you've ever wondered how some advisors generate millions in revenue while taking 60 to 90 days off per year, this is the session that answers that question.

Our afternoon keynote, Dr. Joe Coughlin, Founder and Director of the MIT AgeLab, closes out the conference with "Retirement and the Other AI: Anticipatory Intelligence and Your Role as Advisor," a powerful look at how longer lifespans are reshaping the business of advice and what it means to truly guide clients through all 8,000 days of retirement.

Today is your last full day in San Francisco and we want you to make the most of every moment! Take notes, make new connections, and carry what you learn today back to your practice.

We're so glad you're here!







Today is the day...and we are absolutely thrilled to welcome you to San Francisco!The doors of the Palace Hotel are open...
05/26/2026

Today is the day...and we are absolutely thrilled to welcome you to San Francisco!

The doors of the Palace Hotel are open, the energy in the room is already incredible, and the 54th Annual FPA NorCal Conference is officially underway. This is the moment we have been working toward all year and we could not be more excited to share it with this amazing community.

To everyone who made the trip to the Bay Area, thank you for being here. Your presence is what makes the FPA NorCal Conference what it is..."for us, by us."

And to everyone following along from home, we will be sharing moments from the conference throughout the next two days so stay tuned.








05/25/2026

Tomorrow, the 54th Annual FPA NorCal Conference opens its doors at the Palace Hotel in San Francisco and after months of planning, we are so ready to welcome you!

This conference has always been about something bigger than the incredible sessions and the CE credits. It's about the community of financial planners who show up every year because they care deeply about this profession and the clients who depend on them. That's the energy that fills the Palace Hotel every year.

Tomorrow morning, Michael Kitces kicks things off with what promises to be one of the most talked about sessions of the conference, "How To Be a Happier Advicer (According to Research)." At lunch, Liz Thomas, Head of Investment Strategy at SoFi, brings her market expertise to the stage with "Economic Update and Market Insights," a timely and practical look at what's happening right now and what it means for your clients.

This year's theme, "A Day in the Life of a Financial Planner," is close to our hearts. It's a celebration of the real work, the hard conversations, the meaningful breakthroughs, and the quiet moments that remind you why you chose this professions and career.

We can't wait to see you tomorrow at the Palace Hotel in downtown San Francisco!

Tomorrow is the day! Tag someone you can't wait to see at the conference.








One week from today, the 54th Annual FPA NorCal Conference kicks off at the Palace Hotel in San Francisco and we could n...
05/19/2026

One week from today, the 54th Annual FPA NorCal Conference kicks off at the Palace Hotel in San Francisco and we could not be more excited to welcome you!

If you're still working out your travel plans, here's everything you need to know about getting there.

The Palace Hotel is located at 2 New Montgomery Street in the heart of downtown San Francisco (just 15 miles and about 30 minutes from San Francisco International Airport (SFO).) We recommend flying into SFO for the most direct route to the hotel.

Once you land, getting from the airport to the Palace couldn't be easier. Hop in an Uber or Lyft, or take BART straight into the city — MUNI streetcars stop directly in front of the hotel at Montgomery Station, making it one of the most accessible venues in San Francisco Oakland International Airport (OAK) is also a great option and is accessible via BART.

However you get here, we will be ready for you.
May 26–27, 2026 | Palace Hotel, San Francisco
To book your room, go to sfpalace.com or call 415-537-6347








The 54th annual FPA NorCal Conference is just around the corner and we are so excited to see you!If you haven't started ...
05/15/2026

The 54th annual FPA NorCal Conference is just around the corner and we are so excited to see you!

If you haven't started thinking about your trip yet, now is a great time. The Palace Hotel sits right in the heart of downtown San Francisco at 2 New Montgomery Street, just steps from Union Square, Chinatown, the Financial District, and some of the best restaurants the city has to offer. SFMOMA, Yerba Buena Gardens, and the Asian Art Museum are all within four blocks. Once you arrive, you really won't need a car. The hotel is about 30 minutes from SFO airport and ride shares drop you right at the front door. If you prefer public transit, BART and MUNI streetcars stop directly in front of the hotel at Montgomery Station.

Our suggestion for what to pack? Comfortable shoes for exploring the city, a notebook for the sessions you won't want to forget, business cards for new connections, and a huge appetite. San Francisco's restaurant scene never disappoints.

We'll handle the rest. See you on May 26th for two days of one of the most anticipated conferences in financial planning!








The conference doesn't end when the last session wraps — and if you're part of the NexGen community, we have something s...
05/13/2026

The conference doesn't end when the last session wraps — and if you're part of the NexGen community, we have something special planned for you!

Join us on the evening of Wednesday, May 27th from 5:30 to 7:00 pm in the French Parlor on the second floor of the Palace Hotel for an informal networking event hosted by the 2026 FPA NorCal Conference Committee.

This is a relaxed, welcoming space designed for the next generation of financial planners to connect, share ideas, and build the kinds of relationships that shape a career.

Whether you're just starting out or a few years into your practice, this is a great opportunity to meet fellow colleagues.

Here's the best part...no conference registration is required! So if you know someone in your office who is part of NexGen, invite them. Or if you know someone exploring a career in financial planning, bring them along. And if your firm has open positions, come ready to share. This is a great opportunity to connect with emerging talent in the profession.

We would love to see you there!
NexGen Community Networking Event
Register HERE: https://lp.constantcontactpages.com/ev/reg/2csz8vw
Wednesday, May 27th | 5:30 to 7:00 pm
French Parlor, 2nd Floor | Palace Hotel, San Francisco






Succession planning is often treated as an exit strategy. This year's FPA NorCal speaker, Terri Kallsen CFP®, is here to...
05/12/2026

Succession planning is often treated as an exit strategy. This year's FPA NorCal speaker, Terri Kallsen CFP®, is here to change that conversation.

Terri is the Managing Partner at Rise Growth Partners and one of the most accomplished executives in wealth management. She previously managed more than 7,000 employees and $1.6 trillion in AUM at Charles Schwab, served as COO at Wealth Enhancement Group, and currently chairs the Board of Directors for the CFP Board. She has been featured in Bloomberg, The Wall Street Journal, Barron's, and CNN and was named San Francisco Financial Woman of the Year in 2019.

At the FPA NorCal Conference on May 26–27th, Terri will be presenting "Succession as Strategy: Turning Transition into Competitive Advantage," a session built around helping RIA founders shift from exit thinking to enterprise thinking. Through real-world case studies, she will walk through valuation drivers, deal structures, and how to bring in outside capital without sacrificing your culture or your clients.

With just two weeks until the conference, we hope you're as excited as we are. See you at the Palace Hotel on May 26th and 27th.








Today is the last day to register for the 54th annual FPA NorCal Conference! Whether you're a seasoned planner or just s...
05/08/2026

Today is the last day to register for the 54th annual FPA NorCal Conference!

Whether you're a seasoned planner or just starting your career, the FPA NorCal Conference is built for you. From advanced financial strategies to breakthrough technologies, world-class keynote speakers to meaningful networking sessions — this is two days dedicated entirely to your growth and the community that makes this profession worth showing up for every day.

Today is your last chance to be part of it! We would love to see you in the room.

Registration closes today at 11:59 pm Pacific time. Join us on May 26–27, 2026 at the iconic Palace Hotel in downtown San Francisco.

Register today at fpanorcal.org 🔗









You only have 2 days left to register for the upcoming FPA NorCal Conference and we couldn't be more excited about what'...
05/06/2026

You only have 2 days left to register for the upcoming FPA NorCal Conference and we couldn't be more excited about what's waiting for you in San Francisco.

The FPA NorCal Conference is where the financial planning industry connects year after year. It's where the conversations that actually matter happen: the ones that spark new ideas, lead to real referral partnerships, and create new business opportunities you didn't even know existed.

This year's theme, "A Day in the Life of a Financial Planner," is a celebration of the real experiences that define this profession and the people behind the work. And when Michael Kitces names you the Best Overall Financial Planning Conference for 2026, you know the room is going to reflect exactly that.

Here are just some of the benefits of being an attendee:

📚 Earn CE credits to keep you at the top of your game
🎤 Listen to renowned speakers and thought leaders shaping the future of financial planning
💡 Attend breakout sessions on industry trends, tech innovations, and client engagement strategies
💬 Form connections with fellow financial professionals from across the country
🔥 Experience a renewed sense of purpose and inspiration to bring back to your practice

Registration closes in 2 DAYS, this Friday, May 8th at 11:59 pm Pacific. The planners who show up for this are the ones who never stop growing.

Register today at fpanorcal.org 🔗
May 26–27, 2026 | Palace Hotel, San Francisco







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530 Alameda Del Prado, Suite C PMB #109
Novato, CA
94949

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