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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:20260618T170000
DTEND;TZID=America/Los_Angeles:20260618T190000
DTSTAMP:20260601T155245Z
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:20260604T173000
DTEND;TZID=America/Los_Angeles:20260604T193000
DTSTAMP:20260601T154704Z
CREATED:20251029T170051Z
LAST-MODIFIED:20260601T154704Z
UID:4479-1780594200-1780601400@www.fpasv.org
SUMMARY:June 2026 Joint Triple Treat Mixer (FPASV TIXS SOLD OUT!)
DESCRIPTION:[SOLD OUT @ FPASV] 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:20260528T130000
DTEND;TZID=America/Los_Angeles:20260528T140000
DTSTAMP:20260512T214458Z
CREATED:20260512T212855Z
LAST-MODIFIED:20260512T214458Z
UID:4823-1779973200-1779976800@www.fpasv.org
SUMMARY:EXCLUSIVE WEBINAR: SILICON VALLEY CHAPTER  - A Smarter Growth System for FPA: What’s Changing with Planner Search and How to Turn it into Client Growth
DESCRIPTION:  \n  \n  \n  \n  \nFPA has partnered with Snappy Kraken to rebuild PlannerSearch from the ground up — transforming it from a static directory into a lead generation engine that actively connects consumers with financial planners like you. \nMore visibility is coming. The planners who benefit most will be the ones who already have a system in place to capture and convert those opportunities. \nJoin 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. \nWhat you’ll learn:\n\nWhat the PlannerSearch rebuild means for how prospects find and choose you\nWhy more visibility doesn’t automatically lead to more clients — and what does\nHow to identify where your growth is stalling and what to do about it\nWhat Snappy Kraken does and how it supports your specific growth stage\nHow the FPA–Snappy Kraken partnership is designed to help members grow\n\n \n\n\n\n\nCOMPLIMENTARY TO FPA SILICON VALLEY MEMBERS ONLY – CLICK WEBSITE LINK BELOW TO RSVP
URL:https://www.fpasv.org/event/exclusive-webinar-silicon-valley-chapter-a-smarter-growth-system-for-fpa-whats-changing-with-planner-search-and-how-to-turn-it-into-client-growth
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260527T173000
DTEND;TZID=America/Los_Angeles:20260527T190000
DTSTAMP:20260424T042024Z
CREATED:20260424T040344Z
LAST-MODIFIED:20260424T042024Z
UID:4783-1779903000-1779908400@www.fpasv.org
SUMMARY:Annual FPA NorCal NexGen Reception
DESCRIPTION:We’re excited to host our annual Regional NexGen Reception in conjunction with the 54th FPA NorCal Conference\, 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. \nDrinks and hors d’oeuvres will be served\, and all NexGen members (and non-members) are welcome to attend\, even if you are not registered for the conference. \nRegistration is free\, but space is limited. \nReserve your spot and RSVP by May 6th!
URL:https://www.fpasv.org/event/annual-fpa-norcal-nexgen-reception
LOCATION:The Palace Hotel (French Parlor)\, 2 Montgomery St\, San Francisco\, CA\, 94105\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260526
DTEND;VALUE=DATE:20260528
DTSTAMP:20251029T170633Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260521T170000
DTEND;TZID=America/Los_Angeles:20260521T190000
DTSTAMP:20260520T134804Z
CREATED:20260114T033302Z
LAST-MODIFIED:20260520T134804Z
UID:4617-1779382800-1779390000@www.fpasv.org
SUMMARY:May 2026 NexGen Interviewing with RIAs Educational Meeting
DESCRIPTION:[NOTICE: DATE CHANGE FROM MAY 20 TO MAY 21]\nJoin us for an insightful educational seminar\, “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;TZID=America/Los_Angeles:20260513T080000
DTEND;TZID=America/Los_Angeles:20260513T170000
DTSTAMP:20260223T175615Z
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:20260509T110000
DTEND;TZID=America/Los_Angeles:20260509T150000
DTSTAMP:20260507T180218Z
CREATED:20260507T180218Z
LAST-MODIFIED:20260507T180218Z
UID:4807-1778324400-1778338800@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday\, May 9\, 2026\n\n\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Central Park Library Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nPlanning sessions will take place on Saturday\, May 9\, 11am to 3pm Pacific time.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be). \nFinancial planning volunteers are welcome and encouraged to sign up for one or two 2-hour shifts. \n\nLogistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits\, logistics volunteers will be allowed to sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise. \n\nRefreshments will be provided to our volunteers.\n\nThank you for your time\, and if you have questions\, please contact the event organizer\, Amado Rivera\, CFP(R)\, at:  amado.rivera@rbc.com See you there!\n\n\n[CLICK LINK BELOW TO SIGN-UP!!]
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-13
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260428T140000
DTEND;TZID=America/Los_Angeles:20260428T160000
DTSTAMP:20260305T155139Z
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:20260422T150000
DTEND;TZID=America/Los_Angeles:20260422T160000
DTSTAMP:20260316T154514Z
CREATED:20260316T151938Z
LAST-MODIFIED:20260316T154514Z
UID:4749-1776870000-1776873600@www.fpasv.org
SUMMARY:Programming Committee Meeting
DESCRIPTION:Join us for the Silicon Valley Chapter’s Quarterly Programming Committee Meeting\, an open and collaborative forum where members come together to plan\, shape\, and elevate the events that define our community. Whether you’re passionate about building engaging quarterly programs\, supporting Next Gen educational initiatives\, or brainstorming ideas for our annual networking events\, this is a terrific opportunity to get involved and make an impact.\nAs part of this committee\, you’ll gain invaluable behind the scenes insight into how our chapter’s events come to life. Members will have the change to:\n\n\nCollaborate on event topics that serve the needs and interests of our diverse membership\n\n\nCoordinate between NexGen programming and career development events to create aligned\, impactful educational offerings\n\n\nLearn best practices from experienced committee members\, including how to partner with venues\, work with speakers\, and manage event logistics\n\n\nShape the direction of the chapter’s programming and help strengthen our community\n\n\nParticipating in this committee is not only a meaningful way to give back to the chapter- it’s also a great opportunity for personal and professional growth. Committee members build leadership skills\, expand their networks\, and contribute directly to creating vibrant\, connected chapter.\nMEMBERS ONLY EVENT – Click the Events Website link below to register
URL:https://www.fpasv.org/event/programming-committee-meeting
LOCATION:Zoom Interactive Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260416T170000
DTEND;TZID=America/Los_Angeles:20260416T190000
DTSTAMP:20260305T161648Z
CREATED:20260114T030335Z
LAST-MODIFIED:20260305T161648Z
UID:4609-1776358800-1776366000@www.fpasv.org
SUMMARY:April 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. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/april-2026-nextgen-social
LOCATION:Hapa’s Brewing Company\, 460 Lincoln Ave\, Ste 90\, San Jose\, California\, 95126
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260410T113000
DTEND;TZID=America/Los_Angeles:20260410T133000
DTSTAMP:20260316T145505Z
CREATED:20260113T220417Z
LAST-MODIFIED:20260316T145505Z
UID:4601-1775820600-1775827800@www.fpasv.org
SUMMARY:April 2026 Chapter Luncheon
DESCRIPTION:Join us for our April meeting featuring speakers Rebecca Paul and Andrea Korsunsky from Jewish Family & Children’s Services (JFCS). Our speakers will discuss the distinct ways fiduciaries can support vulnerable individuals\, how fiduciary involvement can shape long-term outcomes\, and the complexities that arise when navigating client needs across different phases of life. This Lunch & Learn will equip planners with knowledge they can immediately apply in their practice.\n1.0 HOUR of CFP CEU TO BE OFFERED\nClick the Events Website link below to register
URL:https://www.fpasv.org/event/april-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:20260319T170000
DTEND;TZID=America/Los_Angeles:20260319T190000
DTSTAMP:20260305T160307Z
CREATED:20260114T025019Z
LAST-MODIFIED:20260305T160307Z
UID:4603-1773939600-1773946800@www.fpasv.org
SUMMARY:March 2026 NexGen CFP Tools and Resources Educational Meeting
DESCRIPTION:Explore essential CFP tools and resources in this educational session. Learn how the Competency Model can help you assess and enhance your skills\, behaviors\, and knowledge in financial planning. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/march-2026-nexgen-cfp-tools-and-resources-educational-webinar
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260307T120000
DTEND;TZID=America/Los_Angeles:20260307T140000
DTSTAMP:20260211T151934Z
CREATED:20260210T234228Z
LAST-MODIFIED:20260211T151934Z
UID:4698-1772884800-1772892000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Gilroy Library Financial Planning Day. The event will be an in-person event and available to the entire public. \nPlanning sessions will take place on Saturday\, March 7\, noon to 2pm. \nThe event will begin with a financial literacy presentation on financial planning basics. This talk will be offered in both English and Spanish beginning at 11am on the day of the event. Planning sessions will begin promptly at noon. \nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be). \nLogistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits\, logistics volunteers will be allowed to sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise. \nRefreshments will be provided to our volunteers. \nThank you for your time\, and if you have questions\, please contact the event organizer\, Jennipher Lommen\, CFP(R)\, at jennipher.lommen@wildflowerfinancial.com or 831-854-7291. See you there! \nTo sign up: https://schedule.planhero.com/events/8c68626a7/march-2026-gilroy-library\n  \n\n___________________________ \nMORE INFORMATION FROM THE GILROY LIBRARY: https://sccl.bibliocommons.com/events/69336f616f92613600098329
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-12
LOCATION:Gilroy Library\, 350 W Sixth Street\, Gilroy\, CA\, 95020\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260219T083000
DTEND;TZID=America/Los_Angeles:20260219T100000
DTSTAMP:20260129T164623Z
CREATED:20260129T164623Z
LAST-MODIFIED:20260129T164623Z
UID:4661-1771489800-1771495200@www.fpasv.org
SUMMARY:Emerging Leaders Networking Breakfast (via Silicon Valley Community Foundation)
DESCRIPTION:YOU ARE INVITED\nEmerging Leaders Networking Breakfast\nThursday\, February 19\, 2026\n8:30 a.m. to 10:00 a.m.\nSVCF office\n444 Castro Street\, Suite 140\nMountain View\, CA\nREGISTER HERE & LEARN MORE\n__________________________________________________________________________________________________________________________________ \nJoin us for a morning of connection\, conversation\, and insight with peers who are building the future of the advisory profession. \nErinn Andrews\, Founder and CEO of GiveTeam\, will share the latest research on how philanthropy strengthens advisory practices\, from deepening client relationships to differentiating your value in a competitive market. Her insights are practical\, data-driven – and especially relevant for advisors early in their careers.\nWhether you’re just starting out or are a veteran of the advisory field\, we hope you’ll join us for this morning of learning and connection. Please feel free to extend this invitation to fellow advisors. Space is limited\, so we encourage you to RSVP soon.
URL:https://www.fpasv.org/event/emerging-leaders-networking-breakfast-via-silicon-valley-community-foundation
LOCATION:Silicon Valley Community Foundation\, 444 Castro Street\, Ste 140\, Mountain View\, CA\, 94041\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260218T173000
DTEND;TZID=America/Los_Angeles:20260218T193000
DTSTAMP:20260117T221756Z
CREATED:20251029T165358Z
LAST-MODIFIED:20260117T221756Z
UID:4475-1771435800-1771443000@www.fpasv.org
SUMMARY:Feb 18 2026 Industry Speed Mentoring
DESCRIPTION:Love is in the air this February—but we’re not talking about romance! The FPA of Silicon Valley invites you to our Valentine’s Day “Speed Mentoring” event\, an event designed to spark professional connections between experienced planners and the next generation of financial professionals. Modeled after speed dating (but without the roses and candlelight)\, this interactive session will pair mentors and mentees for a series of short\, structured conversations. Each mini-meeting offers an opportunity to share insights\, ask questions\, and discover potential mentor-mentee chemistry. \nROOM LOCATION @ Campbell Community Center: Q80 Roosevelt Redwood Room [location map] \nFPA Members Only-Click the events page [website] link to register (max participants: 30)
URL:https://www.fpasv.org/event/industry-speed-dating-special-event
LOCATION:Campbell Community Center\, 1 W Campbell Ave\, C-31\, Campbell\, CA\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260127T140000
DTEND;TZID=America/Los_Angeles:20260127T160000
DTSTAMP:20260127T170905Z
CREATED:20251017T152926Z
LAST-MODIFIED:20260127T170905Z
UID:4455-1769522400-1769529600@www.fpasv.org
SUMMARY:January 27 2026 Firm Office Visit [CANCELLED]
DESCRIPTION:THIS FIRM VISIT HAS BEEN CANCELLED\n \nEnjoy 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. \nFPA Members are welcome to register! 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. \nFPA Members Only-Click the events page [website] link to register (max participants: 8)
URL:https://www.fpasv.org/event/january-27-2026-firm-office-visit
LOCATION:Animo Advisors of Ameriprise Financial Services\, LLC\, 3945 Freedom Circle\, Suite 460 & Suite 630\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260126T173000
DTEND;TZID=America/Los_Angeles:20260126T200000
DTSTAMP:20251010T202844Z
CREATED:20251010T202636Z
LAST-MODIFIED:20251010T202844Z
UID:4406-1769448600-1769457600@www.fpasv.org
SUMMARY:Santa Clara County Estate Planning Council: Estate Planning for Financially Dependent Loved Ones
DESCRIPTION:
URL:https://www.fpasv.org/event/santa-clara-county-estate-planning-council-estate-planning-for-financially-dependent-loved-ones
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260121T113000
DTEND;TZID=America/Los_Angeles:20260121T133000
DTSTAMP:20251223T172204Z
CREATED:20251029T164914Z
LAST-MODIFIED:20251223T172204Z
UID:4473-1768995000-1769002200@www.fpasv.org
SUMMARY:January 2026 Chapter Luncheon with J.P Morgan
DESCRIPTION:Guide to 2026 Markets: Timely update on the economy & financial markets\nKick off 2026 with exclusive insights from Jordan Jackson\, Executive Director\, Market Insight Strategist at JP Morgan as he presents highlights from the 1Q26 Guide to the Markets. Gain a comprehensive update on the economic and investment outlook\, market cycles\, and key risks for the year ahead. You’ll also explore actionable strategies for asset allocation\, portfolio diversification\, and navigating evolving market dynamics. \nDon’t miss this opportunity to stay ahead of the curve and reconnect with colleagues and expand your professional network after the holidays. \n1.0 HOUR of CFP CEU APPROVED
URL:https://www.fpasv.org/event/january-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:20260115T170000
DTEND;TZID=America/Los_Angeles:20260115T190000
DTSTAMP:20260114T030019Z
CREATED:20260114T030019Z
LAST-MODIFIED:20260114T030019Z
UID:4606-1768496400-1768503600@www.fpasv.org
SUMMARY:January 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. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/january-2026-nextgen-social
LOCATION:Hapa’s Brewing Company\, 460 Lincoln Ave\, Ste 90\, San Jose\, California\, 95126
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251211T113000
DTEND;TZID=America/Los_Angeles:20251211T133000
DTSTAMP:20251107T172329Z
CREATED:20250117T001927Z
LAST-MODIFIED:20251107T172329Z
UID:4016-1765452600-1765459800@www.fpasv.org
SUMMARY:December 2025 Hula-la-la Holiday Luncheon
DESCRIPTION:Hula-la-la! Let’s bring the aloha spirit to the holidays! Join us Dec 11 for a festive luncheon full of island cheer. Sport your most mele hat-kalikimaka style — tropical\, tinsel\, or totally outrageous — and enjoy Maggiano’s ono appetizers\, island-inspired holiday games with prizes galore. It’s a lei’d-back celebration of friendship\, fun\, and festive flair. Mahalo and see you there!\n\n[see website link below to RSVP]
URL:https://www.fpasv.org/event/december-2025-annual-holiday-party
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:20251120T170000
DTEND;TZID=America/Los_Angeles:20251120T190000
DTSTAMP:20251103T152718Z
CREATED:20250117T004558Z
LAST-MODIFIED:20251103T152718Z
UID:4039-1763658000-1763665200@www.fpasv.org
SUMMARY:November 2025 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. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/november-2025-nextgen-social
LOCATION:Golfland Sunnyvale\, 855 E El Camino Real\, Sunnyvale\, CA\, 94087\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251103
DTEND;VALUE=DATE:20251106
DTSTAMP:20250117T013211Z
CREATED:20250117T013211Z
LAST-MODIFIED:20250117T013211Z
UID:4052-1762128000-1762387199@www.fpasv.org
SUMMARY:2025 Annual FPA Conference [25th Anniversary]
DESCRIPTION:This year\, we’re marking a milestone—FPA’s 25th anniversary!\nJoin us in Las Vegas\, November 3-5\, 2025\, for a special celebration at FPA Annual Conference 2025\, where financial planning professionals come together to Connect\, Learn\, and Thrive. \nRSVP & LEARN MORE: https://ac.financialplanningassociation.org/
URL:https://www.fpasv.org/event/2025-annual-fpa-conference-25th-anniversary
LOCATION:MGM Grand Hotel\, 3799 S Las Vegas Blvd\, Las Vegas\, NV\, 89109\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251030T080000
DTEND;TZID=America/Los_Angeles:20251030T153000
DTSTAMP:20251010T203708Z
CREATED:20251010T203708Z
LAST-MODIFIED:20251010T203708Z
UID:4411-1761811200-1761838200@www.fpasv.org
SUMMARY:Kitces Tax Intensive CE Day
DESCRIPTION:About Kitces Tax Intensive CE Day\n\nFulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP\, CIMA\, CPWA\, American College\, CPA\, and other advisor designations at this year’s Kitces Tax Intensive CE Day. This event will be delivered virtually by some of the most engaging and relevant experts in our industry. \nIn 2022\, a series of 7 states implemented the first-ever CE obligation for Investment Adviser Representatives (IARs)\, and since then additional states continue to be added each year. At its core\, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule.
URL:https://www.fpasv.org/event/kitces-tax-intensive-ce-day
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251018T103000
DTEND;TZID=America/Los_Angeles:20251018T140000
DTSTAMP:20250929T165530Z
CREATED:20250929T165530Z
LAST-MODIFIED:20250929T165530Z
UID:4359-1760783400-1760796000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nThe logistic volunteers will assist with checking in arriving attendees\, trouble shooting and collecting survey responses as attendees exit each session.\nInformation and Instructions will follow after registration \nTo sign up: https://app.planhero.com/meetings/5078-october-2025-san-mateo-financial-planning-day \n_________________________________ \nParticipants needing pro bono services \nTo sign up: https://sanmateopublic.libcal.com/event/15373105 \nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Kalvin Sid\, via email: kalvin@sidfinancial.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-10
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251016T170000
DTEND;TZID=America/Los_Angeles:20251016T190000
DTSTAMP:20250306T143902Z
CREATED:20250117T004355Z
LAST-MODIFIED:20250306T143902Z
UID:4037-1760634000-1760641200@www.fpasv.org
SUMMARY:October 2025 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. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/october-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251004T100000
DTEND;TZID=America/Los_Angeles:20251004T133000
DTSTAMP:20250929T170135Z
CREATED:20250929T170135Z
LAST-MODIFIED:20250929T170135Z
UID:4362-1759572000-1759584600@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nThe logistic volunteers will assist with checking in arriving attendees\, trouble shooting and collecting survey responses as attendees exit each session.\nInformation and Instructions will follow after registration \nTo sign up: https://schedule.planhero.com/events/deecffc04/redwood-city-financial-planning-day-2025 \nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Darien Tung\, via email: darien.a.tung@ampf.com with a cc: Christina Patel via email: christina.patel@ampf.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-11
LOCATION:Redwood City Public Library\, 1044 Middlefield Rd\, Redwood City\, CA\, 94063
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250930T140000
DTEND;TZID=America/Los_Angeles:20250930T150000
DTSTAMP:20250709T005653Z
CREATED:20250117T104833Z
LAST-MODIFIED:20250709T005653Z
UID:4080-1759240800-1759244400@www.fpasv.org
SUMMARY:September 30 2025 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/september-30-2025-firm-office-visit
LOCATION:Davalos Financial Advisors of Raymond James\, 333 W San Carlos St\, Suite 1650\, San Jose\, CA\, 95110\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250918T170000
DTEND;TZID=America/Los_Angeles:20250918T190000
DTSTAMP:20250306T143927Z
CREATED:20250117T004237Z
LAST-MODIFIED:20250306T143927Z
UID:4035-1758214800-1758222000@www.fpasv.org
SUMMARY:September 2025 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. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/september-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250909T113000
DTEND;TZID=America/Los_Angeles:20250909T133000
DTSTAMP:20250623T123133Z
CREATED:20250117T001703Z
LAST-MODIFIED:20250623T123133Z
UID:4014-1757417400-1757424600@www.fpasv.org
SUMMARY:September 2025 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\n1.0 HOUR of CFP CEU APPROVED\n \n  \n \n 
URL:https://www.fpasv.org/event/september-2025-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
END:VCALENDAR