Events

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 […]

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: The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is held on the campus of UC Santa Cruz.  […]