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  • May 2018 NexGen Event – Virtual vs In-Person Relationships

    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. […]

  • Triple Treat Networking Event with APABA and CalCPA

    Vault 164 154 South B Street, San Mateo, CA

    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 […]

  • July 2018 Chapter Meeting

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

    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 […]

  • CFP® Ethics – July 2018

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

    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 […]

  • Annual Bocce Event

    Campo di Bocce 565 University Ave, Los Gatos, CA

    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!  […]

  • September 2018 Chapter Meeting

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

    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 […]

  • September 2018 Firm Tour

    Aspire Planning Associates 19925 Stevens Creek Blvd, Suite 100, Cupertino, CA, United States

    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 […]

  • September 2018 NexGen Social

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

    FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed […]

  • Student Forum: A Day in the Life of a Financial Planner

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

    Meeting Overview Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program, UCSCX PFP alumni, and for members of the Financial Planning […]