2025 FPA NorCal Conference
Speaker Materials
Protected Content
Lisa Barr
Donor-Advised Fund Strategies for the Next Generation
Patrick Collar
Cash Balance Plans for High Earners
Ellen Cookman
Navigating Special Needs Trusts: Key Insights for Planners
Chuck Failla
Succession Without Surrender: How Founders Exit Without Selling to Private Equity
Brendan Frazier
Mastering The Human Side of Advice
Matt Goren
Mind the Gap: Financial and psychological considerations of moving abroad
David Grau
Succession Without Surrender: How Founders Exit Without Selling to Private Equity
Matthew Hougan
Crypto In Plain English: An Institutional Investor's Guide to an Emerging Asset Class
Meredith Johnson
Equity Evolved: Strategic Planning for the Next Generation of Executive Comp
Terri R Kallsen
Succession as Strategy: Turning Transition into Competitive Advantage
Margo Steinlage Kreider
Avoiding Medicare Mistakes In Retirement
Russell Kroeger
Equity Comp Workshop: Differentiate Your Offering and Deliver Advice More Efficiently
Corey S. Kupfer, Esq
Succession Without Surrender: How Founders Exit Without Selling to Private Equity
Jeffrey Levine
TBD
Ben Lewis
Standing Out in a ‘Finfluencer’ World: How to Win with Today’s Media
Carolyn McClanahan
Planner's Checklist for Health Care Expenses in Retirement
Hannah Moore
Rethinking How We Attract and Retain Talent in 2026 & Beyond
Frank Murtha
The Psychology of Financial Planning
Lawrence Pon
Beyond the One, Big, Beautiful Bill Act
Ron Ricard
1031 Exchanges - The rules and how they are used for wealth management and estate planning
Randall Schneider
The Growing Property and Casualty Insurance Crisis: CA 2026 Update
Joy Slabaugh
When Wealth Hides Financial Abuse: How to Spot and Safely Intervene in HNW Client Situations
Brent Sullivan
TBD
Dr. Joaquin E Wallace
Seven-Step Planning Enhanced by the Financial Genetic Code® and Seven-Stage Generational Wealth Mode
Vanessa Zamy
Defibrillate Your Life to Reinvigorate Your Practice