Events

Join us for an insightful educational seminar, “Interviewing with RIAs”, featuring guest speaker Darci Smith, an experienced recruiter for independent RIAs.

The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. For over 50 years, we have been committed to delivering cutting-edge education, professional development, and industry insights that help shape the future of financial planning.

Bringing together NexGen members from across Northern California, including San Francisco, East Bay, and Silicon Valley, as well as out-of-state attendees, for an evening of connection, drinks, and community.

A complimentary webinar for FPA Silicon Valley Members Only: Join us for this exclusive chapter session to see exactly what’s changing — including a live look at the new PlannerSearch — and learn how to turn that visibility into real client growth at every stage of your practice.

Mix & Mingle With Industry Pros from FPA Silicon Valley, CalCPA & Santa Clara Estate Planning Council

Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers.

This hands-on session is designed to help you translate knowledge into practical strategies you can use in your practice.

Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced by firms of different types and sizes.

This session is ideal for financial professionals looking to enhance client relationships and integrate behavioral insights into their practice.

Topic: Property-Casualty Insurance Updates. Save To Your Calendars The Next Industry Education & Networking. 1.0 HOUR of CFP CEU TO BE OFFERED