01 - 03 Jun 2021 • 

Financial Planning Association NorCal Conference


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Estimated Turnout

100 - 500


Jun 2021


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The FPA NorCal Conference is in its 49th year providing advanced educational sessions for our members and affiliated financial professionals. This .. Read more premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year. Chris Stack is a nationally recognized 529 authority and experienced in educational finance. In addition to assisting individual clients, his company Global College Search Associates, LLC works with corporations to assist their employees with seminars on this process as a corporate benefit and also partner with financial planners as a value add to their services to assist their clients with saving for college tuition by finishing this task with a personally guided college search and college application process. Joe Messinger is a trusted authority in the area of college planning and funding. He is on a mission to “Change the way America shops for college.” He created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduate with manageable student loan debt without robbing retirement. Joe and his team also launched College Aid Pro®, a groundbreaking software platform that streamlines the college funding process and helps advisors provide sound financial aid planning advice to families.

Herman Brodie

Herman Brodie

Managing Director at Prospecta Limited

Birmingham, United Kingdom
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FPA NorCal

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