Events

Join us for our last Financial Firm Tour for 2018.  This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell […]

Performance Excellence: Asset Acquisition Success Through Community Involvement and Philanthropic Planning Overview: Please note that the session information has been updated.  This session will focus on philanthropic planning. Advisors will […]

Financial Planning Day - October 14, 2018, Sunnyvale Library Help members of our community by providing complimentary one to one financial planning advice at the Sunnyvale Public Library. Please note […]

Financial Planning Day - November 3, 2018, San Mateo Library Help members of our community by providing complimentary one to one financial planning advice at the San Mateo Public Library. […]

Join us after work for a casual chapter social and networking event - Welcome Wednesday!  Socialize with FPA members and meet our current board members to learn more about FPA […]

Overview: Frank Paré, CFP®, 2018 FPA President, and Evelyn Zohlen, CFP®, 2018 FPA President-Elect, will visit our chapter for our November Chapter Meeting. Please join us to welcome them and […]

Financial Planning Day - November 17, 2018, Redwood City Public Library Help members of our community by providing complimentary one to one financial planning advice at the Redwood City Public […]

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: Join us for our annual meeting where we elect the 2019 Board of Directors, recognize our volunteers and enjoy time together. Comedy Sportz will provide entertainment you won't want […]

Overview: TOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act SPEAKER: Mike Morales, CPA, MST The 2017 Tax Cuts and Jobs Act changes many of the […]