Welcome to the Financial Planning Association Silicon Valley


Upcoming Events

Chapter Meetings

April 10th – 11:30 am – 1:30 pm
Topic: Retirement: It’s About Much More Than Money!
Speaker: Sara Zeff Geber, Ph.D.
Register Here

May 8th – 11:30 am – 1:30 pm
Topic: Rethinking Retirement
Speaker: Dave Blanchett
Registration Will Open Soon

Brown Bag Meetings

Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members, $15 for non members, with attendees bringing a bag lunch.  Pre-registration is required and attendance is limited to 12 based upon conference room space.

May 15th – 12:00 – 1:30 pm (Joint Meeting with FPA of San Francisco)
Topic: Startup Wealth: Guiding Clients Through Liquidity Events
Location: San Mateo Library
Speaker: Joyce Franklin, CPA, CFP®
Register Here

Chapter News

2015 FPA NorCal Conference

The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for over 40 years.

This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend. Michael Kitces recently named FPA NorCal as the “Best Overall Value” on his blog highlighting the best conferences for financial advisors.

Mark your calendar for the 2015 FPA NorCal Conference – May 26 & 27, 2015. We hope to see you there!


John Chiang, California State Controller recognizes Financial Planning Day

As part of a National Campaign to spread financial awareness, the FPA of Silicon Valley held another successful Financial Planning Day this past October. Here is a little of what John Chiang, the previous California State Controller, had to say, “…I appreciate your efforts in support of Manage Your Money Week, and I hope your organization will continue to highlight the importance of building the financial capability of Californians.” Link to the letter

GET INVOLVED!


FPA Silicon Valley, in partnership with MAITRI, is looking for volunteers to help women facing domestic violence, emotional abuse, cultural alienation, human-trafficking, and family conflict. You would be providing individual counseling for one of these women on financial issues ranging from debt management through asset building. The goal is to support them to become financially independent and self-reliant. Please contact Ariadne at ariadne.horstman@gmail.com for more information or if you’d like to participate.


 


 



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