Financial Planning Association of Silicon Valley

June 2025 NextGen Social- SJ Baseball Game
2025-06-12 18:00 - 20:00 (America/Los_Angeles) | San Jose Excite Ballpark, 588 E. Alma Ave, San Jose, CA, 95112, United States
In lieu of our June 19 NexGen social, we’re excited to offer something a little different—a night out at the ballpark filled with baseball, camaraderie, and fun. The evening will have the San Jose Giants go head-to-head with the Stockton Ports. It’s a great opportunity to enjoy America’s favorite pastime and connect with other NexGen members. Whether you’re a longtime fan or new to the game, we hope you’ll join us for this memorable event.
COMPLIMENTARY TICKETS ARE AVAILABLE FROM FPASV!!
Please find our NexGen Chair, Claudia Deras (see pic below) near the GOT QUESTIONS stand at the entrance (see pic below) to provide you tickets compliments of FPASV!!
If you show up early enough, I believe you can find parking on the street. If not, there are three lots:

San Jose Giants Main Lot – $20
San Jose State Golf Lot – $20
Happy Hollow K1 Lot (Senter Road) – $15

FPA NorCal NexGen Reception
2025-05-28 17:30 - 19:00 | The Palace Hotel (French Parlor), 2 Montgomery St, San Francisco, CA, 94105, United States
The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025.
You are invited to a NexGen Reception hosted by the FPA NorCal Conference, directly following the Closing Keynote.
It will be held on Wednesday, May 28th from 5:30 to 7:00 pm at the Palace Hotel in the French Parlor, 2nd Floor.
Drinks and hors d’oeuvres will be served and we welcome all NexGen members to join us for one of the best networking events of the year! NexGen members that are not registered for the conference are still encouraged to attend the reception.
Please use the link below under “Website” to reserve your spot and RSVP by Wednesday, May 7th. Registration is free, but space is limited.
We look forward to seeing you there!

53rd Annual FPA NorCal Conference
2025-05-27 - 2025-05-28 | Palace Hotel, 2 New Montgomery St, San Francisco, CA, 94105, United States
53rd Annual FPA NorCal Conference
LEARN MORE: https://www.fpanorcal.org/

What is FPA NorCal?

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.

Inspiring Excellence & Fostering Community

Join us in 2025 as we host thought leaders, industry innovators, and inspiring speakers who will offer valuable perspectives on the evolving financial landscape. From advanced financial strategies to breakthrough technologies, we are dedicated to equipping you with the tools to succeed in today’s competitive environment.

Our conference is renowned for providing exceptional leadership opportunities and fostering high-value networking experiences. We are driven by our mission to deliver excellence, which has earned us a national reputation for offering high-quality, impactful events that push the boundaries of the profession.

FPA NorCal Conference 2025: Elevate Your Financial Planning Practice

Elevate Your Practice: Discover strategies to enhance your services, strengthen client relationships, and refine your business approach to achieve new heights of success in 2025.
Elevate Your Impact: Understand the pivotal role financial planners play in shaping the future of their clients by fostering trust, delivering personalized solutions, and driving transformative outcomes.
Elevate to Innovate: Explore emerging trends in technology, financial products, and services that are reshaping the way we plan for the future.
Elevate Your Expertise: Stay ahead of the curve with insights into the latest financial trends, regulatory updates, and best practices that will position you as a leader in the industry.
Elevate Together: Collaborate and connect with a diverse network of peers, recognizing the value of building strong professional communities that drive success across the financial planning industry.
We look forward to welcoming you to FPA NorCal 2025, where your financial planning journey will be elevated to the next level!

May 2025 NextGen Social
2025-05-15 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States
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.
Click the events page [website] link to register

May 2025 Joint Triple Treat Mixer
2025-05-01 17:30 - 19:30 | Silicon Valley Community Foundation, 444 Castro Street, Ste 140, Mountain View, CA, 94041, United States

April 29 2025 Firm Office Visit
2025-04-29 14:00 - 15:00 | Johnson Lyman Wealth Advisors, 4966 El Camino Real, Suite 109, Los Altos, CA, 94022, United States
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?
All 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.
Click the events page [website] link to register

April 2025 NextGen Social
2025-04-17 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States

March 2025 NextGen Social
2025-03-20 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States

2025 FPA California Advocacy Day
2025-03-10 11:30 - 2025-03-11 16:00 | California State Capital Building, 1315 10th Street, Sacramento, CA, 95814, United States
FPA CA Advocacy Day Jointly with all CA FPA Chapters & FPANC Pro Bono Planning Session for State Employees

Join us for the 13th Annual FPA California Advocacy Day on Tuesday, March 11, 2025, at the California State Capitol in Sacramento. This annual event brings together Financial Planning Association (FPA) members from across the state to engage with legislators and regulators, advocating for our profession and its future.
Why Attend?
Advocacy Day is an opportunity to build awareness, foster relationships with key legislators, and play a role in shaping policies affecting financial planning. Whether you are a first-time attendee or a returning participant, your voice is crucial in these conversations.
Event Highlights:

Meet with your State Assemblymembers and State Senators to discuss financial planning policies.
Advocate for key issues, including financial literacy, title protection, taxation, and fee structures.
Participate in pro bono financial planning sessions for legislative staffers.
Network with fellow FPA members at the pre-event dinner on March 10.
Receive financial support for hotel and travel expenses (available for the first 30 registrants).

Event Schedule

Date
Time
Activity

March 10, 2025
6:30 PM
Networking Dinner at The Firehouse Restaurant

March 11, 2025
7:30 AM
Breakfast & Orientation at Embassy Suites

March 11, 2025
9:00 AM – 4:00 PM
Meetings with Legislators at the State Capitol

How to Register
Register now to take part in this important event and make your voice heard! To sign up, complete the registration form here.
For questions, contact info@fpaca.org.
We look forward to seeing you in Sacramento!

RSVP & LEARN MORE: https://www.fpasv.org/event/2025-fpa-california-advocacy-day

[POSTPONED] February 26 2025 Firm Office Visit
2025-02-26 14:00 - 15:00 | Johnson Lyman Wealth Advisors, 4966 El Camino Real, Suite 109, Los Altos, CA, 94022, United States
POSTPONED
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?
All 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.
Click the events page [website] link to register

February 2025 NextGen Social
2025-02-20 17:00 - 19:00 | Yard House @ Santana Row, 300 Santana Row Suite 101, San Jose, CA, 95128, United States

December 2025 NextGen Social
2025-01-16 08:00 - 17:00 | CA

January 2025 Chapter Meeting
2025-01-14 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
CLICK HERE TO REGISTER
1.0 HOUR of CFP CEU APPROVED

December 2024 Annual Holiday Party
2024-12-12 16:00 - 18:00 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
CLICK HERE TO RSVP

Let’s recreate that holiday fun get-together! Join us for a fun-filled Holiday Hat-tastic Party! Wear your most festive, holiday, or fun hat and enjoy some of the best heavy appetizers from Maggianos, drinks, and holiday games with exciting prizes. It’s an evening of laughter and cheer with plenty of opportunities to mix and mingle. RSVP NOW & Mark your calendar! Let’s celebrate the season together with a night of fun, food, and festive flair. See you there, hats on!

November 2024 Next-Gen Social
2024-11-21 17:00 - 19:00 | Yard House @ Santana Row, 300 Santana Row Suite 101, San Jose, CA, 95128, United States
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.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-11-16 10:30 - 14:00 | San Mateo Public Library, 55 W 3rd Ave, San Mateo, CA, United States
FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday, November 16, 2024
CLICK HERE TO SIGN-UP

San Mateo Financial Planning Day

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the San Mateo Main Library Financial Planning Day. The event will be an in-person event and available to the entire public.

The event will take place on Saturday, November 16, 2024, 10:30am to 2pm.

Please 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).

Logistics 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.

Refreshments will be provided to our volunteers.

Thank you for your time, and if you have questions, please contact the event organizer, Kalvin Sid, CFP(R), at kalvin@sidfinancial.com or 650-378-8588. See you there!

November 2024 Chapter Meeting
2024-11-14 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
Click Here To RSVP
Topic: New Perspectives on Roth Conversion

SPEAKER: Barry H. Sacks, PhD, JD

SUMMARY

Join us for an insightful presentation on the costs and benefits of using a Reverse Mortgage Credit Line to pay the tax for a Roth conversion of an IRA or 401(k). We’ll begin by comparing the advantages of Roth vs. traditional accounts, followed by a discussion of the financial impacts of various tax payment options, including securities, cash, and reverse mortgages. A quantitative analysis, including Monte Carlo simulations and tax treatments, will showcase the differences in after-tax cash flow and legacy outcomes. Don’t miss this detailed exploration of a key financial strategy!

SPEAKER BIO
Barry Sacks, a graduate of Harvard Law School, has practiced primarily in the area of retirement plan law. He has been a Certified Specialist in taxation law for more than 40 years, and he has been listed in “Best Lawyers in America” for more than 20 years.
Barry also holds a Ph.D. in theoretical physics from MIT. His doctoral dissertation involved extensive mathematical modeling. This modeling carried over to his pioneering research paper modeling the use of reverse mortgage credit lines to offset the adverse sequence of investment returns in retirement accounts. This Coordinated Strategy enables significant enhancement of the sustained cash flow throughout long retirements.
The first research paper, presenting the “Coordinated Strategy,” was published in the Journal of Financial Planning, in February 2012. Two sequels, expanding the application of the Coordinated Strategy to a much wider range of retirees than initially recognized, were published in the same journal, in October 2017 and December 2021. (The 2017 paper was co-written with Stephen Sacks and Peter Neuwirth. The 2021 paper was co-written with Stephen Sacks and Philip Walker.)
More recently, Dr. Sacks’s research on the uses of reverse mortgages has been in the realms of providing liquidity in Silver Divorce and providing the means for doing Roth conversions of traditional IRAs and 401(k) accounts.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-10-26 10:00 - 13:30 | Redwood City Public Library, 1044 Middlefield Rd, Redwood City, CA, 94063
FPA Silicon Valley is providing complimentary financial planning sessions to the community and is seeking volunteers

Redwood City Financial Planning Day

CLICK HERE TO SIGNUP

The Financial Planning Association supports our community by providing complimentary, 30 minute, one-to-one financial planning advice sessions at the Redwood City Library Financial Planning Day. The event will be in-person and available to the public.

Please 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).

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. If time permits, logistics volunteers can 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.

Thank you for your time, and if you have questions, please contact the event organizer,
Darien Tung, CFP, CRPC darien.a.tung@ampf.com; 650.575.6482.

Next-Gen Social
2024-10-17 17:00 - 19:00, 2024-09-19 17:00 - 19:00 | Yard House @ Santana Row, 300 Santana Row Suite 101, San Jose, CA, 95128, United States

October 2024 Chapter Meeting
2024-10-10 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
RSVP HERE

Join us for this chapter meeting on Commercial Property Valuations and Tax Appeals. Learn how to assess property values under current market conditions, navigate property tax appeals, and estimate reasonable discounts for minority ownership interests. Our expert speaker will cover key valuation trends, the appeal process, and practical insights to help you guide clients in commercial real estate matters. Space is limited—RSVP today to secure your spot!

Gene Williams is the Managing Director of Valbridge‘s Sacramento/Central Valley office. He formerly managed CBRE’s office in San Jose and has provided valuation services in a wide spectrum of complex civil and federal litigation cases. He also specializes in arbitrations for lease renewals and partnership disputes.
Mr. Williams also leads the Tax Appeal Group for Valbridge in the Northern California region. His experience includes working on behalf of Alameda County in the case of the Tesla manufacturing facility in Fremont. He earned the MAI designation 30 years ago and is a past President of the Northern California Chapter of the Appraisal Institute.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-09-21 12:00 - 14:00 | Gilroy Library, 350 W Sixth Street, Gilroy, CA, 95020, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community and is seeking volunteers

Gilroy Financial Planning Day

CLICK HERE TO SIGNUP

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Gilroy Financial Planning Day. The event will be an in-person event and available to the entire public.

The day will begin with a presentation on the topic of Social Security by Kerry Worden, a Registered Social Security Analyst at 11 am, followed by 1:1 financial planning sessions from noon until 2pm.

Financial planners who are interested in volunteering their time to offer one to one financial planning are encouraged to sign up. Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP® professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.)

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.

Thank you for your time, and if you have questions, please get in touch with the event organizer, Jennipher Lommen, via email: jennnipher.lommen@wildflowerfinancial.com

2024 FPA National Conference
2024-09-18 - 2024-09-20 | Greater Columbus Convention Center, 400 N High Street, Columbus, OH, 43215, United States
At FPA Annual Conference 2024, connection, learning, and community take center stage. It’s where you’ll rub shoulders with the brightest minds, exchange ideas, and discover the latest strategies that will supercharge your success. It’s an experience like no other, and it’s tailor-made for YOU.
The conference brings together financial planners, thought leaders, service providers, and allied professionals. And, as the largest annual gathering of CFP® professionals, you’ll be surrounded by the very best in the business—all under one roof.
RSVP & LEARN MORE

September 2024 Chapter Meeting
2024-09-12 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO RSVP HERE

TOPIC & SUMMARY

Elections Come and Go, Results Last a Lifetime: Investing in a presidential election year

SPEAKER BIO

Mike Stern is a wealth management consultant at Capital Group, home of American Funds, covering the San Francisco area. He has 28 years of investment industry experience and has been with Capital Group for 19 years. Prior to joining Capital, Mike was a vice president with SunAmerica in Los Angeles. He holds a bachelor’s degree from the University of California, Santa Barbara, and attended Pepperdine University for graduate studies. He also holds the Certified Investment Management Analyst® designation. Mike is based in Danville, Calif.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

35th Annual FPA Far West Roundup
2024-08-08 - 2024-08-11 | UC Santa Cruz, 1156 High St, Santa Cruz, CA, 95064, United States
RSVP & LEARN MORE
The 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.
This 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.

August 2024 Summer Social
2024-08-01 16:00 - 18:00 | Campo di Bocce, 565 University Ave, Los Gatos, CA, 95032
CLICK HERE TO RSVP

August 2024 Chapter Meeting-Bocce Ball Networking Social

GAME ON!!
THE EVENT
We 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**.
**you don’t need to play Bocce Ball to attend
BOCCE BALL TEAMS
If 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!

More Information
Ticket price includes: heavy appetizers, ice water & iced tea.
No host or cash bar for purchase of any alcoholic drinks
No pre-paid meeting passes allowed for this special event. No refunds after July 26.

July 2024 Chapter Meeting
2024-07-11 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO RSVP

TOPIC: Tax Deferral Strategies for Real Estate
Invesco Real Estate manages $91B+ across the globe and has been in the industry for 40+ years. Invesco will be discussing their real estate platforms robust investment capabilities and specific tax-deferral strategies. The 1031/721 exchange solution provides investors the opportunity to potentially exchange, on a tax-deferred basis, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality, diversified commercial real estate. Our Real Estate Exchange Specialist at Invesco Real Estate will provide an update on the 1031/721 exchange requirements. Discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider syndicated DST programs. Our Specialist will provide details about how these programs were designed to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business.

SPEAKER:
Kyle Connor, Real Estate Exchange Specialist at Invesco US
SPEAKER BIO:
Kyle Connor is a Real Estate Exchange Specialist at Invesco Real Estate. Kyle’s primary responsibilities are to assist financial advisors and help their clients navigate the process of exchanging investment real estate into Invesco’s Private Market offerings, and to serve as a subject matter expert on Real Estate Exchange to Invesco Distribution within the Wealth Management Intermediary channel.

More Information:
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU APPROVED for this session
No refunds after 11 am the day before the meeting.

NO June 2024 Chapter Meeting
2024-06-13 | CA

52nd Annual FPA NorCal Conference
2024-05-28 - 2024-05-29 | Palace Hotel, 2 New Montgomery St, San Francisco, CA, 94105, United States
52nd Annual FPA NorCal Conference
LEARN MORE: https://www.fpanorcal.org/
REGISTRATION TO OPEN IN DECEMBER 2023

What Is FPA NorCal?

The FPA NorCal Conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners. We cover the latest in financial education, professional development, and business success. Every year we host inspiring speakers who contribute useful insights to our industry.

Inspiring Excellence And Fostering Community

We are dedicated to providing leadership and great networking opportunities. Our purpose of delivering excellence is what motivates us to offer high-quality conferences year after year and has resulted in a national reputation.
The FPA NorCal Conference is put on every year in a collaborative effort by volunteers from the four local Bay Area FPA Chapters, East Bay, Northern CA (Sacramento), Silicon Valley, and San Francisco. Our motto within the FPA NorCal planning committee is a conference For Us, By Us.
Embrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference.
Change. Change is the one thing in life that is constant and unavoidable. Change is growing faster and more dynamically with each turn of the calendar. There has been, and there continues to be, change across so many aspects of a financial advisor’s daily life from the regulatory environment, the technology we use, our clients’ priorities shifting dramatically during a global pandemic, and the increased emphasis on investors’ psychology. Change in our industry over the past few years has been exponential.

2024 FPA NorCal Conference Theme – Embrace Change

NorCal features a 5‑track series of breakouts spanning 2 days, with a very rigorous conference committee process that vets all the sessions and doesn’t permit any ‘pay‑to‑play’ speaking slots, which typically includes a mixture of both more technical (CE‑oriented) sessions and practice management sessions.
In addition, the NorCal agenda features 4 national‑caliber keynote speakers. Registration to the conference includes a recording of all the conference sessions (not just the keynotes, but every breakout, for those who want to go back and listen!).”

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-05-18 12:00 - 16:00 | Santa Clara Central Park Public Library, 2635 Homestead Road, Santa Clara, CA, 95051, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community

Santa Clara Financial Planning Day

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Library Financial Planning Day. The event will be an in-person event and available to the entire public.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP® professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.)

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.

Thank you for your time, and if you have questions, please get in touch with the event organizer, Cary Tucker, via email: tucker.cary.w@gmail.com
