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X-WR-CALNAME:Financial Planning Association of Silicon Valley
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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20260618T170000
DTEND;TZID=America/Los_Angeles:20260618T190000
DTSTAMP:20260607T123624
CREATED:20260114T031439Z
LAST-MODIFIED:20260601T155245Z
UID:4611-1781802000-1781809200@www.fpasv.org
SUMMARY:June 2026 NextGen Social [JUNE HIATUS]
DESCRIPTION:This month’s June NexGen Social will be on hiatus. Join us for our next 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 event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \n 
URL:https://www.fpasv.org/event/june-2026-nextgen-social
LOCATION:Venue TBD
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260716T170000
DTEND;TZID=America/Los_Angeles:20260716T190000
DTSTAMP:20260607T123624
CREATED:20260114T033649Z
LAST-MODIFIED:20260114T161514Z
UID:4619-1784221200-1784228400@www.fpasv.org
SUMMARY:July 2026 NexGen Work on a Case Study Educational Session
DESCRIPTION:Dive into an interactive learning experience with our “Work on a Case Study” webinar. Apply financial planning concepts in a real-world scenario\, collaborate with peers\, and sharpen your problem-solving and decision-making skills. This hands-on session is designed to help you translate knowledge into practical strategies you can use in your practice. \nMore details on the case study and registration coming soon!
URL:https://www.fpasv.org/event/july-2026-nexgen-work-on-a-case-study-educational-webinar
LOCATION:Venue TBD
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260728T140000
DTEND;TZID=America/Los_Angeles:20260728T160000
DTSTAMP:20260607T123624
CREATED:20251017T154357Z
LAST-MODIFIED:20251017T154357Z
UID:4462-1785247200-1785254400@www.fpasv.org
SUMMARY:July 28 2026 Firm Office Visit
DESCRIPTION: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. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor? \nAll are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer)\, this is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nCOMING SOON-Click the events page [website] link to register 
URL:https://www.fpasv.org/event/july-28-2026-firm-office-visit
LOCATION:Morgan Stanley Wealth Management\, 411 Borel Ave- 2nd Floor\, San Mateo\, CA\, 94402\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260730
DTEND;VALUE=DATE:20260803
DTSTAMP:20260607T123624
CREATED:20260603T162301Z
LAST-MODIFIED:20260603T162301Z
UID:4859-1785369600-1785715199@www.fpasv.org
SUMMARY:37th Annual FPA Far West Roundup
DESCRIPTION:  \n  \nRSVP & LEARN MORE\nThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. \nThis is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.
URL:https://www.fpasv.org/event/37th-annual-fpa-far-west-roundup
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
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DTSTART;TZID=America/Los_Angeles:20260812T160000
DTEND;TZID=America/Los_Angeles:20260812T180000
DTSTAMP:20260607T123624
CREATED:20260526T214539Z
LAST-MODIFIED:20260526T214539Z
UID:4835-1786550400-1786557600@www.fpasv.org
SUMMARY:August 2026 Summer Social
DESCRIPTION:GAME ON!!\n[COMING SOON event link below to register]\nTHE EVENT \nWe are bringing back this special event featuring an evening of extended networking opportunities in the fun atmosphere. Come enjoy some friendly competition as you will be divided into teams and can challenge each other to rounds of bocce ball**.  \n**you don’t need to play Bocce Ball to attend \nBOCCE BALL TEAMS \nIf you would like to participate in the bocce ball games\, we will have sign-up sheets. No experience necessary! You will be provided game instructions and coaching. This is more about team-building while laughing along the way! \n  \n\n\nMore Information\nTicket price includes: heavy appetizers\, ice water & iced tea. \nNo host or cash bar for purchase of any alcoholic drinks
URL:https://www.fpasv.org/event/august-2026-summer-social
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
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DTSTART;TZID=America/Los_Angeles:20260820T170000
DTEND;TZID=America/Los_Angeles:20260820T190000
DTSTAMP:20260607T123624
CREATED:20260114T034158Z
LAST-MODIFIED:20260305T162007Z
UID:4621-1787245200-1787252400@www.fpasv.org
SUMMARY:August 2026 NexGen Financial Therapy Session Educational Webinar
DESCRIPTION:Join us for an engaging Financial Therapy Session\, featuring Elana Feinsmith\, Certified Financial Therapist. Explore the emotional and behavioral side of financial planning and learn strategies to help clients navigate money-related stress\, improve financial well-being\, and strengthen decision-making. This session is ideal for financial professionals looking to enhance client relationships and integrate behavioral insights into their practice. \nMore details on speakers and registration coming soon!
URL:https://www.fpasv.org/event/august-2026-nexgen-financial-therapy-session-educational-session
LOCATION:Zoom Interactive Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260911T113000
DTEND;TZID=America/Los_Angeles:20260911T133000
DTSTAMP:20260607T123624
CREATED:20260115T004539Z
LAST-MODIFIED:20260512T224534Z
UID:4639-1789126200-1789133400@www.fpasv.org
SUMMARY:September 2026 Chapter Luncheon
DESCRIPTION:Preparing for this Chapter meeting –  Property-Casualty Insurance UpdatesWe’re working on details and logistics — information will be available soon.\n1.0 HOUR of CFP CEU TO BE OFFERED
URL:https://www.fpasv.org/event/september-2026-chapter-luncheon
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261015T130000
DTEND;TZID=America/Los_Angeles:20261015T170000
DTSTAMP:20260607T123624
CREATED:20251029T165651Z
LAST-MODIFIED:20260522T214125Z
UID:4477-1792069200-1792083600@www.fpasv.org
SUMMARY:October 15 2026 FinTech Symposium
DESCRIPTION: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.\n[click website link below to RSVP]\n\n\n\n 
URL:https://www.fpasv.org/event/fintech-symposium
LOCATION:Wells Fargo Innovation Center\, 1302 El Camino Real\, Menlo Park\, CA\, 94025\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261027T140000
DTEND;TZID=America/Los_Angeles:20261027T160000
DTSTAMP:20260607T123624
CREATED:20251017T154624Z
LAST-MODIFIED:20251017T154624Z
UID:4465-1793109600-1793116800@www.fpasv.org
SUMMARY:October 27 2026 Firm Office Visit
DESCRIPTION: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. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor? \nAll are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer)\, this is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nCOMING SOON-Click the events page [website] link to register 
URL:https://www.fpasv.org/event/october-27-2026-firm-office-visit
LOCATION:Venue TBD
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261119T170000
DTEND;TZID=America/Los_Angeles:20261119T190000
DTSTAMP:20260607T123624
CREATED:20260114T032042Z
LAST-MODIFIED:20260114T032042Z
UID:4613-1795107600-1795114800@www.fpasv.org
SUMMARY:November 2026 NextGen Social
DESCRIPTION: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 event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nSpecial Events Location: Axe Venture Axe Throwing \nClick the events page [website] link to register [coming soon!]
URL:https://www.fpasv.org/event/november-2026-nextgen-social
LOCATION:AxeVentures Axe Throwing\, 850 Park Ave\, San Jose\, CA\, 95126-3030
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