Events

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 […]

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 […]

Overview: Getting Started with LinkedIn Note: Level of complexity is Intermediate; not beginner level. Social networks are a time and cost-efficient way for financial advisors to market themselves. While social […]

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 Association (any […]