Welcome to the Financial Planning Association Silicon Valley

Upcoming Events

Chapter Meetings

February 13th – 11:30 am – 1:30 pm
Topic: Exit Planning for Your Business Owner Clients
Speaker: John Brown, BEI
Register Here

March 13th – 11:30 am – 1:30 pm
Topic: Social Security: Advanced Planning for Financial Planners
Speaker: Sharon Lacy, CFP®
Registration Not 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.

January 16th – 12:00 – 1:30 pm
Topic:How to Get More of the Best Clients: Differentiating Your Firm
Location: Campbell, near the Pruneyard
Speaker: Bruce La Fetra
Register Here

February 27th – 12:00 – 1:30 pm
Topic: Brown Bag and Student Forum Joint Meeting: The Challenge of Funding Long Term Care Insurance
Location: UCSC Extension, 2505 Augustine Drive, Santa Clara
Speaker: Cindy Eisenhower, CLTC
Register Here

Chapter News

Study Group Discussion on Elder Abuse

The FPA Mid-Peninsula Study Group is inviting you to join them on Tuesday, Feb 10th at 11:00AM with Tara Huemann, San Mateo County Deputy District Attorney, to discuss what to do when we come across a potential elder abuse case and the different types of elder abuse that are criminalized in California.Register Here

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


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 Ahorstman@ssffinancial.com for more information or if you’d like to participate.



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