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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20261015T130000
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UID:4477-1792069200-1792083600@www.fpasv.org
SUMMARY:[CANCELLED] October 15 2026 FinTech Symposium
DESCRIPTION:Thank you for your interest in Tech & Tomorrow: The Future of Financial Planning. We’re sorry to share that the upcoming symposium has been canceled\, and we truly appreciate your understanding and continued support of FPA Silicon Valley. Please stay tuned for more information about our 2027 programming.\n\n\n\n 
URL:https://www.fpasv.org/event/fintech-symposium
LOCATION:Venue TBD
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261015T170000
DTEND;TZID=America/Los_Angeles:20261015T190000
DTSTAMP:20260828T230220Z
CREATED:20260828T225101Z
LAST-MODIFIED:20260828T230220Z
UID:4925-1792083600-1792090800@www.fpasv.org
SUMMARY:October 2026 NexGen Educational Workshop
DESCRIPTION:Overview of Presentation\nThis presentation will focus on exploring communication techniques and data collection practices\, which are the foundation for building strong client relationships and creating meaningful conversations. Additionally\, we will put this into practice by using Finaric – an AI-powered platform designed for financial conversations\, where participants will apply communication techniques through simulated client scenarios and receive structured feedback to better prepare for real-world client interactions. \nSpeaker Biographies\n• Claudia Deras\, CFP®\nClaudia is a financial advisor at Corinthian Wealth Management\, serving individuals and their families in the Bay Area.\nWith six years of experience in the financial industry\, Claudia is passionate about helping individuals take control of their financial future. She believes that financial success begins with a strong client relationship built on trust\, transparency\, and clear communication.\nBy taking the time to understand each client’s unique goals\, circumstances\, and vision for the future\, Claudia empowers people to make confident\, informed decisions.\nHer approach is centered on creating meaningful relationships that inspire positive change and turn financial goals into actionable strategies.\n• Julianna Li\, founder of Finaric\nJulianna is the Founder and CEO of Finaric\, an AI-native relationship intelligence platform for financial conversations. Finaric helps financial professionals prepare for high-stakes conversations\, surface relationship and decision-making signals during meetings\, and turn client interactions into durable relationship memory and workflow intelligence.\nPrior to founding Finaric\, Julianna worked in institutional product strategy at Wellington Management\, with experience across asset management\, fintech\, and client-focused financial services. She is particularly interested in how AI can support the next generation of financial professionals\, helping them translate technical expertise into stronger judgment\, communication\, and client relationships.\nFor company information: https://www.finaric.com/
URL:https://www.fpasv.org/event/october-2026-nexgen-educational-workshop
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
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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
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DTSTART;TZID=America/Los_Angeles:20261110T150000
DTEND;TZID=America/Los_Angeles:20261110T163000
DTSTAMP:20260921T021451Z
CREATED:20260921T020521Z
LAST-MODIFIED:20260921T021451Z
UID:5015-1794322800-1794328200@www.fpasv.org
SUMMARY:REGIONAL MEETING: Why Clients Don’t Do What You Tell Them (And What To Do About It)
DESCRIPTION:Description: Have you ever had a client who knows what they need to do\, agrees with your recommendations —and still doesn’t take action? Providing more information\, explaining the consequences\, or trying harder to persuade them often doesn’t help. In fact\, some of the approaches financial professionals naturally use to encourage action can unintentionally increase resistance. \nIn this presentation\, Amy N. Mullen\, CFP®\, President of Money Quotient\, will explore what behavioral science can teach us about motivation\, ambivalence\, and lasting change. Drawing specifically from Self-Determination Theory\, the Stages of Change\, and Motivational Interviewing\, Amy will examine why clients may become stuck\, what influences their readiness and motivation to change\, and how an advisor’s communication approach can either support or inhibit forward movement. \nParticipants will learn practical ways to recognize where clients are in the change process\, uncover the motivations that matter to them\, and support autonomy rather than relying on persuasion or direction. By understanding the psychology behind behavior and learning how to facilitate rather than prescribe change\, advisors can help clients move forward with greater clarity\, confidence\, and commitment. \n*This topic has been approved by the CFP Board for 1.0 hour of CE hour \n*Online registration closes at 12:00 pm on Monday\, November 9th \n*Join us for our Member Appreciation Event: North Beach Walking Tour (REGISTER HERE) \n*There will also be the usual Networking Mixer immediately after the meeting \n[CLICK URL LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/regional-meeting-why-clients-dont-do-what-you-tell-them-and-what-to-do-about-it
LOCATION:San Francisco Italian Athletic Club\, 1630 Stockton Street\, Ballroom\, Main Floor\, San Francisco\, CA\, 94133\, United States
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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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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261210T113000
DTEND;TZID=America/Los_Angeles:20261210T133000
DTSTAMP:20260921T021534Z
CREATED:20260921T021130Z
LAST-MODIFIED:20260921T021534Z
UID:5020-1796902200-1796909400@www.fpasv.org
SUMMARY:La Dolce Vita Holiday Luncheon – Mangia. Mingle. Make Merry
DESCRIPTION:[CLICK URL LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/la-dolce-vita-holiday-luncheon-mangia-mingle-make-merry
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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