Meeting Information

Amy Florian, As Seen On Michael Kitces - 2025 Keynote (2 hrs CE)

 

September 10, 2025
11:30 AM - 2:00 PM
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Fort Washington Country Club
10272 N Millbrook Ave
Fresno, CA 93730
https://www.fortwashingtoncc.org/
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FPA of Central CA is excited to announce our first Keynote speaker!

Amy Florian, CEO of Corgenius
As seen on Michael Kitces
Wednesday, September 10th: 11:30 am to 2:00 pm 
at: Fort Washington Country Club

Topic: What Every Advisor Needs to Know about Dementia and Fraud

Pending:
2 CE Credits
CFP, CIMA, CIMX, CPWA, CAP, CASL, ChFC, ChSNC, CLF, RICP, WMPC, FSCP, & CDFA

Ticket Prices: 

For Members: Early bird pricing $35 per person till 8/12
$45 per person from 8/13 - 8/29 deadline
For Non-Members: Early bird pricing $50 per person till 8/12
$60 per person from 8/13 - 8/29 deadline
Amy Florian, CEO of Corgenius, combines neuroscience, psychology, and a good dose of humor to train professionals on what clients and team members want them to say and do in their most difficult and emotional times, thus building strong relationships with clients and colleagues through all the losses and transitions of life. 
An acclaimed speaker who’s delivered over 1000 speaking engagements on four continents, she has authored over 250 articles and two award-winning books, including the professional’s guidebook titled No Longer Awkward: Communicating with Clients through the Toughest Times of Life. Among her other awards, she was named one of the 20 Most Creative People in Insurance and Financial Services for her groundbreaking work, one of the 25 Front Runners and Influencers by Investment Advisor, an “Influential Woman in Business” from the National Association of Women Business Owners, and a 2021 Luminary by ThinkAdvisor. Amy has been quoted or featured in the Wall Street Journal, CNBC, Forbes, MSN Money, the Journal of Financial Planning, Investment News, Wealth Management, and many others throughout the trade press.
She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). Amy taught a graduate class at Loyola University of Chicago for 10 years, she’s worked with over 2,500 grieving people, and has taught firms, corporations, and offices worldwide.
On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!

Future Meetings

Year End FPA Luncheon - The Hidden Costs of Indexing & Catching Estate Issues Before They Become Problems

 

November 18, 2026

 

11:30 AM to 2:00 PM

 

The Palms
7550 N Palm Ave #101
Fresno, CA 93711
https://www.thepalmsfresno.net/

Speakers: Courtney Lee of Dimensional Fund Advisors & Ryan M. Janisse of Larson Lindenau Law Group

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