BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Financial Planning Association of Silicon Valley - ECPv6.17.4//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Financial Planning Association of Silicon Valley
X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Los_Angeles
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20250309T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20251102T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20260308T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20261101T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20270314T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20271107T090000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260911T113000
DTEND;TZID=America/Los_Angeles:20260911T133000
DTSTAMP:20260814T161447Z
CREATED:20260115T004539Z
LAST-MODIFIED:20260814T161447Z
UID:4639-1789126200-1789133400@www.fpasv.org
SUMMARY:September 2026 Chapter Luncheon
DESCRIPTION:Understanding Today’s California Insurance Landscape\nCalifornia’s P&C insurance market is shifting rapidly. Rising premiums\, reduced carrier capacity\, wildfire risk\, cancellations and tighter underwriting are changing how clients protect their homes\, businesses and wealth. \nJoin us for a financial-planning-focused look at what’s changing\, which carriers and market channels remain\, and how these shifts affect liability and commercial exposures. \nTakeaways:\n• Understand today’s P&C market and how to navigate it\n• Identify emerging coverage gaps and insurability challenges\n• Learn how market changes can impact client liquidity and wealth protection\n• Recognize when umbrella\, excess and alternative coverage may be critical \n1.0 HOUR of CFP CEU OFFERED\n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261015T130000
DTEND;TZID=America/Los_Angeles:20261015T170000
DTSTAMP:20260522T214125Z
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:20261015T170000
DTEND;TZID=America/Los_Angeles:20261015T190000
DTSTAMP:20260828T230220Z
CREATED:20260828T225101Z
LAST-MODIFIED:20260828T230220Z
UID:4925-1792083600-1792090800@www.fpasv.org
SUMMARY:October 2026 NexGen Educational Workshop
DESCRIPTION:Overview of Presentation\nThis presentation will focus on exploring communication techniques and data collection practices\, which are the foundation for building strong client relationships and creating meaningful conversations. Additionally\, we will put this into practice by using Finaric – an AI-powered platform designed for financial conversations\, where participants will apply communication techniques through simulated client scenarios and receive structured feedback to better prepare for real-world client interactions. \nSpeaker Biographies\n• Claudia Deras\, CFP®\nClaudia is a financial advisor at Corinthian Wealth Management\, serving individuals and their families in the Bay Area.\nWith six years of experience in the financial industry\, Claudia is passionate about helping individuals take control of their financial future. She believes that financial success begins with a strong client relationship built on trust\, transparency\, and clear communication.\nBy taking the time to understand each client’s unique goals\, circumstances\, and vision for the future\, Claudia empowers people to make confident\, informed decisions.\nHer approach is centered on creating meaningful relationships that inspire positive change and turn financial goals into actionable strategies.\n• Julianna Li\, founder of Finaric\nJulianna is the Founder and CEO of Finaric\, an AI-native relationship intelligence platform for financial conversations. Finaric helps financial professionals prepare for high-stakes conversations\, surface relationship and decision-making signals during meetings\, and turn client interactions into durable relationship memory and workflow intelligence.\nPrior to founding Finaric\, Julianna worked in institutional product strategy at Wellington Management\, with experience across asset management\, fintech\, and client-focused financial services. She is particularly interested in how AI can support the next generation of financial professionals\, helping them translate technical expertise into stronger judgment\, communication\, and client relationships.\nFor company information: https://www.finaric.com/
URL:https://www.fpasv.org/event/october-2026-nexgen-educational-workshop
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261027T140000
DTEND;TZID=America/Los_Angeles:20261027T160000
DTSTAMP:20251017T154624Z
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:20260114T032042Z
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
END:VEVENT
END:VCALENDAR