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  • 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. […]

  • Financial Firm Tour – May 2018

    United Capital 4300 El Camino Real, Suite 205, Los Altos, CA, United States

    Overview: Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have […]