FPA NorCal Conference
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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!
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.
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.
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 🔗
Click here to claim your Sponsored Listing.
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