As advisors, one of the most powerful ways we can deepen client relationships is by expanding the value‑added services we bring to the table—especially as clients face complex aging, caregiving, and capacity issues. We are honored to welcome two outstanding speakers; Rebecca Paul, Esq., Director, Fiduciary Services, Jewish Family and Children’s Services, and Andrea Korsunsky, BSW, Director, Center for Dementia Care and Care Management, Seniors at Home. They’ll share real-world insights on how strategic partnerships with fiduciaries, care managers, and homecare professionals can help advisors better support clients and families- while strengthening your practice and referral network. Whether you work with aging clients now- or expect to in the future- this is a conversation you won’t want to miss!

📅 Date: April 10, 2026, 11:30 am - 1:30 pm

📍 Location: Maggiano’s Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose

✅ Don’t miss this opportunity to stay informed and connect with fellow professionals!

FPA State Advocacy Day Recap

On Thursday, March 5th, 2026, members of the FPA of CA gathered at the Capitol in Sacramento for the organization’s annual State Advocacy Day. Financial Planning professionals from across the state came together to engage directly with legislators and their staff on issues affecting the financial planning profession and the financial well-being of consumers. Thank you to the dedicated member volunteers who took the time to travel to Sacramento and represent our profession. Your advocacy helps elevate the voice of financial planners and ensures policymakers understand the value we bring to our communities.