2025 FPA NorCal Conference
Speaker Materials
Protected Content
Markus Aakko
Lisa Barr
Donor-Advised Fund Strategies for the Next Generation
Steve M. Cain
Beyond Traditional LTC: Funding, Planning, and Client Conversations
Patrick Collar
Cash Balance Plans for High Income Earnings
Ellen Cookman
Navigating Special Needs Trusts: Key Insights for Planners
Saundra Davis
Plan with Presence: Transforming Client Conversations
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
David Haughton
Estate Planning in 2026: How the Landscape has Changed Over the Past Few Years
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 Kallsen
External 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
Saving for Higher Education After the OBBBA: Trump Accounts vs. 529 Plans vs. Alternative Options
Ben Lewis
Standing Out in a ‘Finfluencer’ World: How to Win with Today’s Media
Carolyn McClanahan
Planner's Checklist for Advising Clients on Health Care Expenses in Retirement
Carolyn McClanahan
Ask Carolyn Anything...
Hannah Moore
Rethinking How We Attract and Retain Talent in 2026 & Beyond
Frank Murtha
The Psychology of Financial Planning: A Guide to Practice and Ethics
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
Cooper Sinclair
The Social Security Retirement Reckoning: Simple Math, The Political Playbook, and Private Positioning
Joy Slabaugh
When Wealth Hides Financial Abuse: How to Spot and Safely Intervene in HNW Client Situations
Brent Sullivan
Long/Short Strategies are Powerful Planning Tools: How They Work and When They Don't
Brian Trouette
The Growing Property and Casualty Insurance Crisis: CA 2026 Update
Dr. Joaquin E Wallace
Seven-Step Planning Enhanced by the Financial Genetic Code® and Seven-Stage Generational Wealth Model
Vanessa Zamy
Defibrillate Your Life to Reinvigorate Your Practice