Events

Overview: Save the date. Volunteers needed. To learn more or to volunteer click the link below Volunteer Registration

Overview: TBA Location: Registration: http://www.fpanorcal.org/  

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: Come “Take Action Together” at Gathering 2019 in beautiful New Orleans, a dynamic city full of culture, history, and exciting adventures! This event provides an opportunity to discuss hot topics and trends […]

Overview: FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession […]

Overview: ​​​What is FPA Residency program? ​It a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by […]

Date: Tuesday, June 11, 2019, 5:30 pm.

Join FPASV, CalCPA and Asian Pacific American Bar Association (APABA) for our annual Triple Treat Networking Event. Date: Thursday, June 20, 2019, 5:30 pm Location: Vault 164 Restaurant and Bar, […]

Overview: TOPIC: Business Planning Beyond the Numbers SPEAKER: Teresa Riccobuono Attendees will learn what it takes to prepare a comprehensive business plan, including the foundational pieces, client service aspects, client […]

Overview: Please join Pete Klos of Natixis Investment Managers for a seminar designed to educate participants on the impact taxes can have on investments and the techniques that can be […]