Overview: UNDERSTANDING CATASTROPHIC RISKS IN CALIFORNIA Attendees will learn about the perils of wildfire, earthquake, mudslide and water damage (highlighting recent examples in California including the Northern CA wildfires and […]
Overview Generational Differences in Client Engagement: How to Adapt to Different Generational Needs and Capabilities ****Please join us in this collaborative session between the UCSCX In Silicon Valley’s PFP Student […]
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. […]
Join us for this annual social. FPA of Silicon Valley, Asian Pacific American Bar Association and CalCPA are the hosts of this annual social, a Triple Treat for all those […]
Overview: Crucial Estate Planning Issues for Elders: Powers of Attorneys, Long-Term Care Planning, and Medi-Cal Are your clients or loved ones age 60 or older, and concerned about being able […]
Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday, July 13th. Curt Weil, CFP® will once again be the presenter. To register for Ethics click […]
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. […]
7th Annual Bocce Event Join FPA of Silicon Valley on Thursday, August 16th for this annual event filled with lots of laughter, fun, food and competition. No bocce experience required! […]
Overview: To Think, Feel, Act, and Learn Like a Financial Planner – A presentation 50 years in the making! Our profession traces its roots back to a confab in Chicago […]
Join us for our 2nd Financial Firm Tour for 2018. This firm tour will be hosted by Aspire Planning Associates, a fee-only independent RIA with three Bay Area offices. This […]