FPA of Los Angeles & San Gabriel Valley Summit 2026

November 12, 2026 · Los Angeles, CA

The LA and San Gabriel Valley chapters run this summit jointly, which gives it more scale than either could manage alone and makes it one of the larger single-day planning events in Southern California. Its November timing puts it at the point in the year when firms are thinking about the following year's plan.

Who attends

CFP professionals and financial planners across greater Los Angeles, including associate advisors, paraplanners and operations staff, alongside regional vendor partners and chapter sponsors.

What's on the agenda

• Technical planning across tax, retirement and estate

• California-specific tax and property considerations

• Investment and economic outlook heading into the new year

• Continuing education for CFP professionals

Why year-end planning stresses a firm's data

The fourth quarter compresses a year's worth of proactive work into a few weeks: gain and loss harvesting, charitable gifting, Roth conversions, required distributions. Doing that across an entire book rather than for a handful of clients requires being able to query every household's positions at once — which firms with fragmented data simply cannot do in the time available.

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