Welcome to the Financial Planning Association Silicon Valley


Upcoming Events

Chapter Meetings

 
January 9th – 11:30 am – 1:30 pm
Topic: Tax Planning for 2015
Speaker: Randy Warshawsky, EA
Register Here

February 13th – 11:30 am – 1:30 pm
Topic: Exit Planning for Your Business Owner Clients
Speaker: John Brown, BEI
Registration Coming 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.

 
January 16th – 12:00 – 1:30 pm
Topic:How to Get More of the Best Clients: Differentiating Your Firm
Location: Campbell, near the Pruneyard
Speaker: Bruce La Fetra
Register Here

February 27th – 12:00 – 1:30 pm
Topic: Brown Bag and Student Forum Joint Meeting: The Challenge of Funding Long Term Care Insurance
Location: UCSC Extension, 2505 Augustine Drive, Santa Clara
Speaker: Cindy Eisenhower, CLTC
Register Here

Chapter News

 

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 Ahorstman@ssffinancial.com for more information or if you’d like to participate.


 


 



Gold Partners

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