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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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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260428T140000
DTEND;TZID=America/Los_Angeles:20260428T160000
DTSTAMP:20260423T054046
CREATED:20251017T154011Z
LAST-MODIFIED:20260305T155139Z
UID:4459-1777384800-1777392000@www.fpasv.org
SUMMARY:April 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. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/april-28-2026-firm-office-visit
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260513T080000
DTEND;TZID=America/Los_Angeles:20260513T170000
DTSTAMP:20260423T054046
CREATED:20260223T175615Z
LAST-MODIFIED:20260223T175615Z
UID:4706-1778659200-1778691600@www.fpasv.org
SUMMARY:2026 Conference on Charitable Giving
DESCRIPTION:Join Stanford University’s Office of Planned Giving and Silicon Valley Community Foundation to connect with allied professionals in law\, finance\, wealth management\, accounting\, investment services and philanthropy to learn how you can integrate creative charitable planning into your practice.\nMaximize Your Impact\nCharitable gift planning should be as much a part of a professional advisor’s toolkit as a thorough understanding of current tax law or the direction of the market. Stay current on the latest regulatory updates impacting the field and learn best practices and innovative strategies to help your clients leverage their assets to make impactful charitable gifts.
URL:https://www.fpasv.org/event/2026-conference-on-charitable-giving
LOCATION:Frances C. Arrillaga Alumni Center at Stanford University\, 326 Galvez Street\, Stanford\, CA\, 94305\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260520T170000
DTEND;TZID=America/Los_Angeles:20260520T190000
DTSTAMP:20260423T054046
CREATED:20260114T033302Z
LAST-MODIFIED:20260316T202039Z
UID:4617-1779296400-1779303600@www.fpasv.org
SUMMARY:May 2026 NexGen Interviewing with RIAs Educational Meeting
DESCRIPTION:Join us for an insightful educational webinar\, “Interviewing with RIAs”\, featuring guest speaker Darci Smith\, an experienced recruiter for independent RIAs. Gain valuable tips on navigating the RIA hiring process\, standing out in interviews\, and understanding what firms are really looking for in candidates. Whether you’re exploring opportunities or seeking a career move\, this session will equip you with practical strategies to succeed.\nClick the Events Website link below to register
URL:https://www.fpasv.org/event/may-2026-nexgen-interviewing-with-rias-educational-webinar
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260526
DTEND;VALUE=DATE:20260528
DTSTAMP:20260423T054046
CREATED:20251029T170600Z
LAST-MODIFIED:20251029T170633Z
UID:4481-1779753600-1779926399@www.fpasv.org
SUMMARY:54th Annual FPA NorCal Conference
DESCRIPTION:54th Annual FPA NorCal Conference\nMARK YOUR CALENDARS\, BUT TO LEARN MORE: https://www.fpanorcal.org/\n\n\nWhat is FPA NorCal?\n\n\n\n\nThe 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.
URL:https://www.fpasv.org/event/54th-annual-fpa-norcal-conference
LOCATION:Palace Hotel\, 2 New Montgomery St\, San Francisco\, CA\, 94105\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260604T173000
DTEND;TZID=America/Los_Angeles:20260604T193000
DTSTAMP:20260423T054046
CREATED:20251029T170051Z
LAST-MODIFIED:20260405T005727Z
UID:4479-1780594200-1780601400@www.fpasv.org
SUMMARY:June 2026 Joint Triple Treat Mixer
DESCRIPTION:Click the events page [website] link to register
URL:https://www.fpasv.org/event/may-2026-joint-triple-treat-mixer
LOCATION:British Bankers Club\, 555 Santa Cruz Avenue\, Menlo Park\, CA\, 94025\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260618T170000
DTEND;TZID=America/Los_Angeles:20260618T190000
DTSTAMP:20260423T054046
CREATED:20260114T031439Z
LAST-MODIFIED:20260114T031439Z
UID:4611-1781802000-1781809200@www.fpasv.org
SUMMARY:June 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: SJ Giants Game or Mini Golf \nClick the events page [website] link to register [coming soon!]
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:20260423T054046
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:20260423T054046
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;TZID=America/Los_Angeles:20260820T170000
DTEND;TZID=America/Los_Angeles:20260820T190000
DTSTAMP:20260423T054046
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260911T113000
DTEND;TZID=America/Los_Angeles:20260911T133000
DTSTAMP:20260423T054046
CREATED:20260115T004539Z
LAST-MODIFIED:20260115T004539Z
UID:4639-1789126200-1789133400@www.fpasv.org
SUMMARY:September 2026 Chapter Luncheon
DESCRIPTION:Preparing for this Chapter meeting We’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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261027T140000
DTEND;TZID=America/Los_Angeles:20261027T160000
DTSTAMP:20260423T054046
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:20260423T054046
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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