Welcome to the Financial Planning Association Silicon Valley

Upcoming Meetings

Chapter Meetings


Date: December 12, 2014

Speakers: Jeanette Garretty

Economic Update – ” You Can’t Always Get What You Want”: A Discussion of Global Economic Trends and Their influence on Our Needs”

t the end of 2014, looking into 2015, the U.S. Economy will be the shining light of the economic world. Yet, it is well-documented that for many it doesn’t feel like any economic progress, here or abroad, has been made. Jeanette will examine how the economic developments of the last few years position us for 2015 and how the “differences” should be embraced.

more info…

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.

Date: January 16, 2015

Speaker: Bruce La Fetra

How to Get More of the Best Clients: Differentiating Your Firm

Are you frustrated in your efforts to gain traction with the types of clients you want most? Do you struggle to get powerful referrals even though you have lots of happy clients? Are you concerned about ineffective marketing wasting your limited time, money, and resources? The value you create is more than picking the appropriate financial instruments, creating income and spending forecasts, and providing fiduciary responsibility.

more info…

Date: February 25, 2015

Speaker: Cindy Eisenhower, CLTC

The Challenge of Funding Long Term Care Insurance

 As the general population ages, and baby boomers enter retirement, there is a real disconnect in terms of understanding what Long Term Care is designed for and the limitations of our Medicare and Medi-Cal programs in terms of providing services.”

more info…

More FPASV Events…

Chapter News



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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