« All Events
October 15 2026 FinTech Symposium
October 15 @ 1:00 pm - 5:00 pm
The FPA of Silicon Valley is hosting it’s first annual Financial Technology Symposium, a dynamic exploration of how technology is reshaping the financial planning profession. This year’s focus is on AI; from CRM and financial planning software to data analytics and AI-driven client engagement tools, technology continues to redefine how planners deliver advice, streamline operations, and add value for clients.
[click website link below to RSVP]
