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  • How to Generate More Prospects and Convert Most of Them

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    Brought to you by the FPA Latino Knowledge Circle: Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.”

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  • Financial Planning Tips for the Latino Community

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    In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.

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  • FPA Latino Knowledge Circle: Navigating New Horizons: Financial Empowerment for First Gen Wealth

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    Join us for a thought-provoking panel discussion on the challenges faced by individuals who are the first in their families to secure high-paying jobs or have created their own wealth.

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  • FPA Latino Knowledge Circle: Lessons Learned as Business Owners

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    During the May FPA Latino Knowledge Circle we will discuss the ups and down of RIA ownership with a panel of three experienced Latino RIA owners

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  • FPA Latino Knowledge Circle: Getting Clients to Implement: The Benefits of Money Coaching

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    Curious about what money coaching is and how it can help your clients?

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  • FPA Latino Knowledge Circle: Incorporating Tax Preparation or Tax Planning into Your Practice: The Good, the Bad, the Ugly

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    Many of the recommendations financial advisors make to their clients have tax implications.

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  • Understanding the Latino Client Experience

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    Please join us for the September FPA DEI Learning Series call presented by the FPA Latino Knowledge Circle.

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  • FPA Latino Knowledge Circle: Serving your Communidad while Creating a Thriving Business

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    Join the FPA Latino Knowledge Circle for their June presentation where they will be joined by guest speaker Anna N'Jie Konte who will be presenting, "Serving your Communidad while Creating a Thriving Business."

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  • FPA Latino Knowledge Circle: The Latino Advisor Experience

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    Knowledge Circle hosts Diana Yanez, Louis Barajas and Maria Castillo Dominguez will share their advisor experience in the industry and their experience working with Latino clients.

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