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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
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260509T110000
DTEND;TZID=America/Los_Angeles:20260509T150000
DTSTAMP:20260507T180218Z
CREATED:20260507T180218Z
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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: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: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;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: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;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: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: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:20260716T170000
DTEND;TZID=America/Los_Angeles:20260716T190000
DTSTAMP:20260609T203245Z
CREATED:20260114T033649Z
LAST-MODIFIED:20260609T203245Z
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” seminar. 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. \nClick the events page [website] link to register 
URL:https://www.fpasv.org/event/july-2026-nexgen-work-on-a-case-study-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:20260728T140000
DTEND;TZID=America/Los_Angeles:20260728T160000
DTSTAMP:20260609T201332Z
CREATED:20251017T154357Z
LAST-MODIFIED:20260609T201332Z
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. \nClick 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:20260603T162301Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260812T160000
DTEND;TZID=America/Los_Angeles:20260812T180000
DTSTAMP:20260526T214539Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260820T170000
DTEND;TZID=America/Los_Angeles:20260820T190000
DTSTAMP:20260305T162007Z
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:20260512T224534Z
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
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: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
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