2017 Triple Treat Mixer with FPASV, CalCPA and APABA

2017 Annual Bocce Ball Event

Join FPA for One Connection™ to Your Professional Community

The Financial Planning Association® (FPA®) is a Powerful Resource for CFP®Professionals and Financial Planning Professionals Who Seek Advancement in a Dynamic, Growing Profession.FPA® delivers One Connection™ to top-quality professional development, critical business and career-building resources, and a community committed to elevating the profession. Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels.

Chapter Events

Friday, March 9th 11:30 – 1:30 pm 
Topic: Acquisition:  Lifecycle of a Deal
Speaker: John Turner, Live Oak Bank
Sponsor: Michael Ryan, Michael Ryan & Associates
Location: Maggiano’s Little Italy, San Jose.    Click here to register or find out more.

Brown Bag Events

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, $25 for non members, with attendees bringing a bag lunch. Pre-registration is required and attendance is limited to 12 based upon conference room space.

Friday, February 23rd 12:00 pm – 1:30 pm
Topic:
Senior Housing and Quality of Life: Understanding Your Options
Speakers:
Dr. Jim McCabe, Eldercare Resources
Location:
1919 S Bascom Ave, Suite 100, Campbell
Click here to register.

Student Forum Events

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These meetings are not open to the public.

Friday, March 2nd 12:00 pm – 1:30 pm
Topic: Other Career Options with Your CFP® Desigation
Speakers: 3-4 CFP®s in “Nontraditional” Positions
Location: UCSC Extension, 3165 Bowers Avenue, Santa Clara, CA
Click here to RSVP.

Announcements

2018 Partner Reservations
Slots are open for 2018 Partners.  Click here to see the partner benefits offered by FPA of Silicon Valley.  You may reserve your slot here, or you may download this reservation form and pay separately.  Contact Greg Hacker for more information.

Save the Date
May 2, 2018 is our first Financial Firm Tour of the year.  Open to FPA Members, Firm Tours give new and seasoned advisors the opportunity to see what happens behind the scenes of RIAs and learn best practices. Find out more here.

Thank You to Our 2018 Partners

Gold Partners

Silver Partners

Grow. Succeed. Thrive.

Join FPA for One Connection™ to Your Professional Community