Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

February 12 11:30am – 1:30pm – Supporting The Needs of Our Senior Clients
Speaker: Dr. Jim McCabe
Location: Maggiano’s Little Italy
Register Here

March 11 11:30am – 1:30pm – Are You Irrelevant? How to Compete in the World of Robo-Advisors
Speaker: John Jordan,CFA
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.

February 19 12:00 pm – 1:30pm – Planning for Retirement and Beyond:  What You Need to Know When Faced with Incapacity
Speaker: Lisa Bryant

Register Here

 

News

4th Wednesday Social/Networking Event   FPASV is hosting a new monthly social on the 4th Wednesday at a different location each month.  This month, join us February 24th from 5-7 pm at Steins Beer Garden in Mountain View.  RSVP appreciated, but not required.  Walk-ins are welcome.  No host bar.  To RSVP or learn more, click here.

FPA NorCal Conference Registration is open.  Early bird registration is open through March 6th

Register Here

Gold Award for Roadmap to Success
FPA of Silicon Valley was recently awarded with the highest level of recognition for its work as a chapter in 2014. Earlier this year, the Board of Directors submitted summaries of 2014 chapter programs, events, other initiatives and more as part of FPA’s Roadmap to Success.

Each chapter within FPA is given the opportunity to complete the Roadmap to Success application process. It is a measurement of a chapter’s initiatives, record keeping, and growth in the previous year. FPA of Silicon Valley was one of a few chapters which received Gold level recognition. Thank you for your part in making our chapter a thriving success!

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

Student Forum Announcement

February 26, 2015, 12:00 – 1:30 pm
Panel Discussion: Tracking and Reporting Hours for the CFP® Board: What You Need to Know Panel Discussion
Location: UCSC Extension Silicon Valley

Register Here





Thank You to Our Partners

Gold Partners


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Michael Ryan & Associates

 LGAM logo

americancentury

 Ameriprise-LOGO

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Silver Partners


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 Redwood-Mortgage
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