Welcome to the Financial Planning Association Silicon Valley


Chapter Meetings

September 11 11:30am – 1:30pm – Planned Giving Options
Speaker: Rebecca Dupras
Location: Maggiano’s Little Italy

October 9 11:30am – 1:30pm – Socially Responsible Investing
Speaker: Bennett Freeman
Location: Maggiano’s Little Italy

November 13 11:30am – 1:30pm – Topic on Elder Financial Abuse
Speaker: Cherie Bourlard
Location: Maggiano’s Little Italy

December 11 11:30am – 1:30pm – Economic Update: Guide to the Market Insight Program
Speaker: Jack F. Roddy
Location: Maggiano’s Little Italy

 

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 18, 2015 – 12:00 – 1:30 pm
Topic: Asset Allocation in Tax-Deferred Accounts
Location: Campbell
Cost: $10 members/$15 non-members
Speaker: Eric Lewis, CFA, CFP®, CIO of Bedrock Capital
RSVP: Registration will open later this summer.

October 16th, 2015 – 12:00 – 1:30 pm
Topic: Communications and Compliance Considerations in the Age of Social Media
Location: Campbell (near the Pruneyard)
Cost: $10 members/$15 non-members
Speaker: Marcos Lira, CFP®, EA, Founder and Principal of 360Dividends
RSVP: Registration will open later this summer.

Upcoming Events

Deadline Approaching: FPA Diversity Scholarship to attend FPA BE 2015
FPA BE 2015 in Boston. Scholarship awards include 1-year FPA membership, conference admission, chapter dues, and travel expenses. Register Here
4th Annual Bocce Ball Event
That’s right the event you all have so patiently been waiting for is back!
Registration includes dinner, two complimentary drinks and bocce. Register early to get the best price!
Register Here

Sponsors please register here

The 26th Annual FPA Far West Roundup is here!
Register Here

August Student Forum
August 28, 2015 – 12:00 – 1:30 pm
Panel Discussion: Preparing for the CFP® Exam
Location: UCSC Extension Register Here

Summer Networking Event at Cupertino Inn
Join FPA of Silicon Valley for our mid-Summer Networking Event at Cupertino Inn.
Register Here

Firm Tour: Morgan Stanley Wealth Management (For Current FPA Members Only)
Have you ever wondered if there was another way to run your financial planning practice? Morgan Stanley Wealth Management has graciously offered to open up its offices and staff to share their experiences. Come prepared with questions!  Members Register Here.


 


 



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