Events

Symposium Snapshot The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, […]

Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter.  These meetings are […]

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: Tuesday, March 10 marks our seventh annual Advocacy Day in Sacramento!  We invite you to join your fellow FPA members from around the state for a day on the […]

Due to increasing concerns about Coronavirus, our executive committee decided to cancel our chapter meeting this Friday, March 13, 2020. We will work with Dr. Jim McCabe to reschedule his […]

Overview: Join us to hear the “state of the long-term care planning industry”.  How do you deal with the elephant in the room – a LTCI policy rate increase.  Hear […]

Topic: Recent Developments in Estate Planning for Special Needs Families Overview: As we encounter an increasing number of special needs issues with our clients, it is essential to know the […]

Overview: Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are […]

Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter.  These meetings are […]

Overview: Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are […]