2027 FPA NorCal Conference Event Schedule & Speaker Lineup
June 1 & 2, 2027
Tuesday, June 1st 2027
8:30 - 10:00 AM
90 minutes
Kitces.com
Opening Keynote:
How To Be A Happier Advicer (According to Research)
No CE
Being a financial planner can be incredibly rewarding, both psychologically as we see clients achieve their goals, and financially as we build successful practices and businesses. However, the reality is that there are many different ways to structure an advisory firm and serve clients… and as it turns out, some are more commonly associated with advisor happiness and wellbeing than others! In this session, we’ll share the latest Kitces Research about what really drives advisor wellbeing, from autonomy and experience to workplace environment and how much clients value our time. Which matters not just for advisor happiness itself, but as it turns out, are material drivers of retention – from firms being able to retain their advisors, to the profession being able to attract and retain talent to fuel the next generation of financial planners.
10:25 - 12:05 PM
100 minutes
12:45 - 1:45 PM
60 minutes
Liz Thomas
SoFi
Lunch Keynote:
Keep the Plates Spinning
1.0 CFP® CE
| 1.0 IAR CE
| 1.0 IWI CE
After three strong years of stock market returns, financial markets are gripped by uncertainty in 2026. Liz Young, the Head of Investment Strategy for SoFi, will join
us to help sort through the noise. Liz is an expert in analyzing the evolving economic landscape translating its impact on the capital markets in an
understandable way. She will give us her opinion about the current uncertainty, present her outlook for what’s ahead, and identify actionable ways in which to
adapt investment strategies to meet our clients needs.
2:15 - 3:30 PM
75 minutes
4:00 - 5:00 PM
60 minutes
Wednesday, June 2nd 2027
8:30 - 9:45 AM
75 minutes
Stephanie Bogan
Limitless Advisor
Morning Keynote:
Building A High-Growth, High-Profit, High-Happiness Practice
No CFP® CE
| 1.0 IAR CE
| 1.0 IWI CE
After working with thousands of firms, Stephanie has identified the patterns that separate stressed-out practices from truly optimized businesses.
In this straight-talk session, Stephanie breaks down the mindset shifts, business model decisions, and operational systems used by advisors who have built high-growth, high-profit, high-happiness practices to generate millions in revenue while taking 60-90 days off per year.
You’ll learn how top firms simplify their models, dramatically increase revenue, and build teams and systems that support success and scale without sacrificing freedom.
Because success isn’t just about building a bigger business. It’s about building a better life.
10:15 - 11:30 AM
75 minutes
1:00 - 2:00 PM
60 minutes
2:30 - 3:30 PM
60 minutes
3:45 - 5:00 PM
90 minutes
MIT AgeLab
Closing Keynote:
Retirement and the Other AI: Anticipatory Intelligence and Your Role as Advisor
1.0 CFP® CE
| 1.0 IAR CE
| 1.0 IWI CE
Retirement will last 8,000 days, as long as childhood, and the financial professionals who thrive in the longevity economy will be the ones who understand that financial security, while essential, is no longer enough. MIT AgeLab Director Dr. Joe Coughlin draws on decades of research to show how longer lives are reshaping the business of advice across four distinct phases of retirement, each with its own financial stakes, emotional terrain, and defining decisions around identity, housing, caregiving, and independence.
The real competitive advantage in this new landscape isn’t portfolio optimization, it’s what Coughlin calls “Anticipatory Intelligence,” the other AI: the uniquely human ability to recognize life patterns before they emerge, raise the conversations clients cannot yet articulate, and prepare them for what a longer life will inevitably bring. In a world where artificial intelligence can build a financial plan in seconds, the financial professional who sees around corners, who guides clients through all 8,000 days with foresight earned from the lives of hundreds of clients — is the one who is valued and cannot be replaced.