Join us for our April meeting featuring speakers Rebecca Paul and Andrea Korsunsky from Jewish Family & Children’s Services (JFCS). This Lunch & Learn will equip planners with knowledge they can immediately apply in their practice. 1.0 HOUR of CFP CEU TO BE OFFERED
Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers.
MEMBERS ONLY: Join us for the Silicon Valley Chapter’s Quarterly Programming Committee Meeting, an open and collaborative forum where members come together to plan, shape, and elevate the events that define our community.
Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced by firms of different types and sizes.
Looking for Certified Financial Advisors For Pro Bono/Planners in the Library.
COCG features distinguished speakers presenting topics of interest to legal and financial advisors as well as philanthropic professionals in the field of charitable gift and estate planning. *Continuing education credits for a variety of specialty areas, including California MCLE, are pending approval.*
Join us for an insightful educational seminar, “Interviewing with RIAs”, featuring guest speaker Darci Smith, an experienced recruiter for independent RIAs.
The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. For over 50 years, we have been committed to delivering cutting-edge education, professional development, and industry insights that help shape the future of financial planning.
Bringing together NexGen members from across Northern California, including San Francisco, East Bay, and Silicon Valley, as well as out-of-state attendees, for an evening of connection, drinks, and community.
A complimentary webinar for FPA Silicon Valley Members Only: Join us for this exclusive chapter session to see exactly what’s changing — including a live look at the new PlannerSearch — and learn how to turn that visibility into real client growth at every stage of your practice.