Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

Friday, October 13th 11:30 am – 1:30 pm

Topic: Narrow Your Niche: How to Find Profitable Prospects to Easily Reach Your Goals
Panelist: Carolyn Susan Danzig, Certified Business Coach and owner of Susan Danzig, LLC.
Location: Maggiano’s Little Italy, San Jose

Register Here

 

Friday, November 10th 11:30 am – 1:30 pm – Save the Date!

Topic: Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today
Speaker: Nancy Reyes Mullins, founder of RI Strategy Consulting
Location:  Maggiano’s Little Italy

 

Friday, December 8th 2:00 – 4:00pm – Save the Date!

ANNOUNCEMENT OF TIME CHANGE (Originally 11:30am – 1:30pm)

Chapter Meeting and Holiday Social
Topic:  What is Your 140.6 Challenge?
Speaker: Bobbi LaPorte

 

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.

Friday, September 22 12:00 – 1:30pm

Topic: Tax Planning under the Trump Era
Location: Buckingham Strategic Wealth
Speaker: Lawrence K.Y. Pon, CPA/PFS, CFP, EA, USTCP

Register Here

 

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.

Friday, October 6th 12:00 – 1:30pm
Topic: Transitioning into the Financial Services Business

Register Here

 

Friday, December 8th 12:00 – 1:30pm

Topic: The Good, the Bad, and the Very Ugly Truth about Starting Your Own RIA Practice
Speaker: Chris Wentzien, CFP®, CPA, MBA Natural Bridges Financial Advisors

 

News & Other Events

Welcome Wednesday, September 27th, 5:00 – 7:00 pm
Location:  Savvy Cellar, Mountain View
Enjoy a glass of wine and appetizers on FPASV and meet our board of directors.  Learn about our committees and what it means to be a part of the FPA leadership.  Walk-ins Welcome!!

RSVP Here

 

NextGen Event
Location:  700 South B Street, Suite 200, San Mateo

RSVP Here

 

Financial Planning Days – Volunteers Needed
Saturday, October 21st 1:00 – 4:00pm   Location: Sunnyvale Library

Register Here

 

Saturday, November 4th 1:00 – 4:00pm   Location: San Mateo Library

Registration will open soon for November 4th Financial Planning Day.

The Keir Scholarship

*For FPA Members Only*
Win a scholarship to a Keir Live or Virtual Review Class PLUS materials for the CFP® Certification Exam!
Download the application

 

 





Thank You to Our Partners

Gold Partners


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Silver Partners


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