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2025 Fall CE Summit
Wednesday, November 19, 2025, 8:00 AM - 5:00 PM PDT
Category: Events

2025 Fall CE Summit

November19th, 8:15am - 4:00pm

Location TBD

The event will include 4 fantastic speakers, continental breakfast, lunch, networking breaks, and a networking happy hour with 1 hosted drink.. Our Programs Committee is working to find industry experts to speak on a variety of topics pertinent to the Financial Planning Industry. This event is one of our most anticipated events for the year. We hope to see YOU there!


Registration Details

Registration includes four education sessions, breakfast, lunch, and breaks with our sponsors and exhibitors.

Early Registration through October 17th: 

FPA Member: $170
Non-member: $270

Registration Beginning October 18th:

FPA Member: $185
Non-member: $270

**New in 2025**
Bundle all FOUR events for the 2025 year, and receive 10% off the total registration fee!

Register Here for One or More Events!

Schedule-at-a-glance

8:15 am Registration Opens & Continental Breakfast
9:00 am - 9:15 am Welcome & Opening Remarks
9:15 am - 10:15 am CE Session 1
10:15 am - 10:30 am Networking Break
10:30 am - 11:30 am CE Session 2
11:30 am - 11:45 am Networking Break
11:45 am - 12:45 pm CE Session 3
12:45 pm - 1:30 pm Lunch 
1:45 pm - 2:45 pm CE Session 4
2:45 pm - 3:00 pm Closing Remarks
3:00 pm - 4:00 pm Networking Happy Hour - 1 hosted drink ticket
*schedule is subject to change

 

Thank you to our Sponsors!


Platinum Sponsors

Ryland Puzzitiello
Phone: 310-576-1155
Email: [email protected]

Kim Dodge
Phone: 503-595-1600
Email: [email protected]

 

Gold Sponsor

Jeff Cornell
Phone: 213-992-9009
Email: [email protected]
Tess Tyson
Phone: 509-777-4209
Email: [email protected]

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Silver Sponsor



Jeff Walters
Phone: 503-984-2030
Email: [email protected]
Alison Gilbert
Email: [email protected]

 

Student Sponsor