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  • Financial Planning Day January 2018

    San Mateo Public Library 55 W 3rd Ave, San Mateo, CA, United States

    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 […]

  • January 2018 NexGen: Tax Changes

    Abacus Wealth Partners 700 South B Street, Suite 200, San Mateo, CA, United States

    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. […]

    $10

  • February 2018 Chapter Meeting: Cybersecurity

    Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

    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 Bag – Senior Housing and Quality of Life: Understanding Your Options

    Ameriprise Financial Services, Inc. 1919 S. Bascom Avenue, Suite 100, Campbell, CA

    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 – Other Career Options with Your CFP® Designation

    UCSC Extension 3175 Bowers Avenue, Santa Clara, CA, United States

    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 […]

  • March 2018 Chapter Meeting: Acquisition: Lifcycle of a Deal

    Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

    Overview: The next several years represent an unprecedented opportunity to acquire practices or succeed from your practice. According to a recent Accenture study 2.3 trillion in AUM will transfer.  Are […]

  • March 2019 NexGen Social

    FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan […]

  • March 2018 NexGen Social

    Antonio's Nut House 321 California Ave, Palo Alto, CA

    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. […]

  • April 2018 Chapter Meeting: Behavioral Finance

    Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

    Overview: Nature, Nurture and Financial Planning (previously titled Heuristics, Biases and Nudges - Topics from the Frontier of Financial Planning) Neuroscientific research tells us that genetically, only some people are […]

  • April Brown Bag – Tax Law 2018

    Buckingham Strategic Wealth 2445 Faber Place, Suite 250, Palo Alto, CA

    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. […]