Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

There is no scheduled chapter meeting in August.

September 9 11:30am – 1:30pm – Advanced “Late Stage” College Planning – Helping Middle- and High-Income Parents Reduce Their Out-of-Pocket College Expenses
Speaker: Deborah Fox
Location: Maggiano’s Little Italy
Register Here

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.

September 28th 12:00am – 1:30pm – Neuro-Economics: Using the Science Behind Your Client’s Challenging Money (Joint session with Student Forum)
Speaker: Denise Hughes, Money Coach and Author
Location: UCSC Extension Silicon Valley

Student Forum Announcement

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

August 5th 12:00am – 1:30pm – Preparing for the CFP® Exam – Presentation and Panel
Speaker: Henrietta Nyem CFP®, CLU, ChFC, CPCU, CASL, President of Keir Educational Resources
Panelists: Renata Carico, CFP®, Financial Consultant, Michael Rabaca, CPA, Wade Financial Advisory, Stanley Tseng, CIAS, Nova Financial Services
Location: UCSC Extension Silicon Valley

*A Keir CFP® Exam Prep package will be raffled off at this meeting.*

Register Here

 

September 28th 12:00am – 1:30pm – Neuro-Economics: Using the Science Behind Your Client’s Challenging Money (Joint session with Brown Bag Meeting)
Speaker: Denise Hughes, Money Coach and Author
Location: UCSC Extension Silicon Valley

Save the Date.  Registration will open in August.

News & Other Events

Financial Firm Tours
FPASV is once again hosting financial firm tours with one hour mentorships for our members.

Firm tours currently scheduled are:
July 13th – Golub Group, San Mateo More Information Here

Sizzling Summer Social with Peninsula Estate Planning Council, CalCPA and San Mateo County Bar Association
July 20th, 5:30 – 8:00 pm, San Mateo County History Museum.  Click here for more information or to register.

July Welcome Wednesday
Join us July 27th, 5 – 7:00 pm, at Outback Steakhouse in Campbell for happy hour.  No host bar/no cover.  Non-members and walk-ins welcome to attend.  Click here for more information or to RSVP.

Fun, Food and Friendly Competition
FPASV’s 5th Annual Bocce Ball Event is August 18th.   Open to members, non-members and associated professionals, this is the best event of the year so don’t miss it!  Click here for more information and to register.

FPA Far West Roundup
August 11 – 14:  In it’s 27th year, you don’t want to miss this informal retreat open to financial planning practitioners and those intending to enter the financial planning profession.  Find more information or register here.

2016 FPA/Keir Scholarship Award
We are pleased to announce the 2016 FPA/Keir Scholarship Award. Win a scholarship to a Keir Live or Virtual Review Class PLUS materials for the CFP® Certification Exam!

Download the Application Today

FPA Annual Conference:  BE Baltimore 2016
September 14-16 is FPA’s Annual Conference.  Register today and use the Promo Code CHBE16to receive a discount.  Click here to register or form more information.

Calling all volunteers!
Financial Planning Day is coming up on October 22nd.  We are looking for a coordinator for the event and will soon be sending out a call for other volunteers for the event.  Contact Larysa Prytula for more information.





Thank You to Our Partners

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