Welcome to the Financial Planning Association Silicon Valley


Upcoming Events

Chapter Meetings

There is no June Chapter Meeting.

July 10th – 11:30 am – 1:30 pm
Topic: Investment Implications of PIMCO’s Secular Outlook
Speaker: Scott W. Martin, CFA
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.

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
May 22nd – 12:00 – 1:30 pm
Topic: Special Needs Trusts and Conservatorships: What You Need to Knows
Location: UCSC Extension, 2505 Augustine Drive, Santa Clara
Speaker: Ann Marshall Robbeloth, JD, MSW
Register Here
July 17th – 12:00 – 1:30 pm
Topic: Brown Bag Meeting: Clients I Have Lost and Why
Location: Campbell, near the Pruneyard
Speaker: Curt Weil, CFP®

Chapter News

4th Annual Bocce Ball Event
That’s right the event you all have so patiently been waiting for is back!

Join us at our 4th Annual Bocce Ball Event for a casual evening of fun, networking, food and drinks. No previous bocce ball experience required! The event will be held at Campo di Bocce on August 20th 5pm until close.

Registration includes dinner, two complimentary drinks and bocce. Register early to get the best price!

Register Here

Sponsors please register here

Triple Treat Social with FPA San Francisco and CalCPA
Start the Summer off right with FPA Silicon Valley, FPA San Francisco and CalCPA, – The Triple Treat Event!!! Join us Thursday, June 18th at Kingfish in San Mateo for a joint-trio networking social mixer with industry professionals. You only get this opportunity once a year!

Register by Friday, June 12th for only $10/members and $20/nonmembers to enjoy appetizers and a beverage on us. Walk-in registrations are welcome.

Firm Tour: Silicon Valley Wealth Advisors (For Current FPA Members Only)
Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? Silicon Valley Wealth Advisors, LLC. has graciously offered to open up its offices and staff to share their experiences. Come prepared with questions!  Members Register Here.

A new South Bay Study Group is forming!

A study group is a valuable resource for planners in all stages of professional development. Come meet other like minded professionals and form long lasting professional bonds. Our first meeting is scheduled for Tuesday, June 16, 2015 at 1:30pm. The location will be at:

1919 S Bascom Ave Ste 100
Campbell, CA 95008

If you’re interested in checking this out, please rsvp by emailing careers@fpasv.org. Space is limited.


 


 



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