Meeting Description Topic: Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today Nancy Reyes Mullins will review the foundational tenets of SRI investing as contrasted to traditional diversified […]
About the Meeting FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Join us at our upcoming NexGen […]
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These […]
Meeting Description Join us for a special treat this month as we host our holiday social, enjoy a motivational presentation, and vote on our 2018 Board of Directors. Our meeting […]
We will talk about the latest developments in personal and business taxation and how they may impact your clients. We will discuss both the big picture and and specific examples of the proposals applied at the client level.
Volunteers are needed for our first Financial Planning Day of the year. Financial Planning (CFPs) and Logistics volunteers needed for this pro bono event at San Mateo Library. If you […]
FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. […]
Overview: Changing the Cybersecurity Conversation Wes Stillman will be offering a more positive approach to how RIAs can proactively respond to the call of cybersecurity by putting the power and […]
Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. […]
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These […]