Welcome to the Financial Planning Association Silicon Valley


Upcoming Meetings

Chapter Meetings

September 12, 2014

Speaker:Kristin Harad, CFP®

  • Topic: Ready for Results: How to Make your Content Strategy generate the right opportunities for your practice
  • Time: 11:30am to 1:30pm
  • Location: Maggiano’s Little Italy

More Information Here  

October 10, 2014

Speaker:Barry H. Sacks, J.D.,Ph.D.

  • Topic: Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income…..Starting Early
  • Time: 11:30am to 1:30pm
  • Location: Maggiano’s Little Italy

More Information Here

Speaker:Curt Weil, CFP®

  • Topic: CFP Board Ethics Workshop
  • Time: 1:45am to 3:30pm
  • Location: Maggiano’s Little Italy

More Information Here  

Brown Bag Meetings

September 19, 2014

Speaker:Ted George, CFP®, MSFP, Principal of George Financial Advisors

  • Topic: The Individual 401(k), the Best Choice for a Self-Employed Individual
  • Time: 12:00 am to 1:30pm
  • Location: Campbell near the Pruneyard

More Information Here  

October 17, 2014

Speaker:Ted George, CFP®, MSFP, Principal of George Financial Advisors

  • Topic: The Individual 401(k), the Best Choice for a Self-Employed Individual
  • Time: 12:00 am to 1:30pm
  • Location: Campbell near the Pruneyard

More Information Here

More FPASV Events…

Chapter News

3rd Annual Bocce Ball Event *Register Today*

Join us at our 3rd Annual Bocce Ball Event for an evening of fun, networking, food and drinks.   No previous bocce ball experience required!   The event will be held at Campo di Bocce on August 21st 5pm until ??.   Don’t miss this fun evening event!

Register for the event here.

Interested in sponsoring a team?  Click here.

Far West Roundup 2014

Are you excited about this year’s Roundup?  Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. Please click on the link Far West Roundup 2014 Registration for more information regarding:

1) Program Topics and Schedules
2) Speaker Bios, and
3) Logistics

 

FPA Diversity Scholarship

The FPA Diversity Committee developed a merit-based scholarship program to sponsor Diversity Scholarship award recipients to attend a FPA national conference, collaborate with the FPA community, and promote inclusivity, and creativity within the financial planning profession.

This scholarship is available or the FPA Annual Retreat, which takes place September 20-22. 2014 in Seattle.

The scholarship includes:

Conference fees, travel and accommodations
One year paid FPA membership
One year of paid local chapter meeting fees
And more…
Deadline for applications is August 1, 2014.

2014 Diversity Scholarship Guidelines and Application (PDF)

Please consider applying and spread the word to others you think may want to apply.


 


 



Gold Partners

Ameriprise-LOGO
Deutsche_Asset__Wealth_Management_Logo_compressed
fpasf_spnsr_ishares
GCA-Equity-Partners_compressed_2
logo_stay

Print
logo_stonecrest_managers_200
TClogoFS_V2-300x275
logo_dayton_lg 
 
DSM Capital Logo


Silver Partners

LifeEncoreLogoSmall
OpenLogo_better_tagline_lg-800x255-300x95
Redwood-Mortgage
NewLogoBoth