Welcome to the Financial Planning Association Silicon Valley


Upcoming Events

Chapter Meetings

March 13th – 11:30 am – 1:30 pm
Topic: Social Security: Advanced Planning for Financial Planners
Speaker: Sharon Lacy, CFP®
Register Here

April 10th – 11:30 am – 1:30 pm
Topic: Retirement: It’s About Much More Than Money!
Speaker: Sara Zeff Geber, Ph.D.
Registration Not Yet Open

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

Financial Planners in the Library

FPA of Silicon Valley, in conjunction with the Sunnyvale Public Library, is pleased to host Financial Planners in the Library (FPL) Saturday, March 7th from 1:00 p.m. to 5:00 p.m. at the Sunnyvale Public Library located at 665 W. Olive Ave., Sunnyvale, CA 94086. Members of the public will be able to meet with a CFP® professional to get their personal finance questions answered on a complimentary basis in a sales-free environment. Link to Volunteer Registration

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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