FPA of New Jersey Events Calendar
Wednesday, December 3, 2025, Masterminds, 11:30 AM - 1:00 PM via Zoom
FPANJ Masterminds is a local peer advisory group. Members of the group will share best practices and explore topics of interest to the members. You will get to learn from your peers and share your own experience and knowledge.
Tuesday, December 9, 2025, 12-1:00pm, 2025 Policy & Planning Update: Helping Your HNW Clients Leverage a New Planning Paradigm, Webinar - Earn 1 CFP® CE!
Tax planning is evolving with new policies and the One Big Beautiful Bill (“OBBB”). Leslie will share key updates, planning opportunities, and practical year-end strategies for high-net-worth investors.
Wednesday, December 17, 2025 12:30-1pm, FPA NJ - 2025 End-of-Year Market Outlook & Industry Insights
Join us as we close out 2025 for expert insights and forecasts on key trends shaping financial planning, investing, and client strategies for 2026.
Thursday, January 22, 2026 10-3:30pm, FPA NJ 2026 Strategic Planning Workshop for Advisors
Join us In-person as Ivy Slater guides you through a formal strategic planning process. Be successful next year! Includes a Preparation Zoom pre-call & Debrief Zoom post-call.
May 14, 2026 Spring Symposium |Hyatt New Brunswick
It’s a full day of top financial speakers, networking and learning. You are able to choose from numerous breakout sessions and learn from our keynote speakers. Check our Events page for details as they become available.