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  • July 2026 NexGen Work on a Case Study Educational Session

    Corinthian Wealth Management 1625 The Alameda Suite #308, San Jose, CA, United States

    This hands-on session is designed to help you translate knowledge into practical strategies you can use in your practice.

    $10

  • July 28 2026 Firm Office Visit

    Morgan Stanley Wealth Management 411 Borel Ave- 2nd Floor, San Mateo, CA, United States

    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.

    $10

  • 37th Annual FPA Far West Roundup

    UC Santa Cruz 1156 High St, Santa Cruz, CA, United States

    Retreat for financial planning practitioners & those intending to enter the financial planning profession.

  • August 2026 Summer Social

    Campo di Bocce 565 University Ave, Los Gatos, CA

    Annual Bocce Ball Tournament & Networking Social. GAME ON!!

  • September 2026 Chapter Luncheon

    Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

    Topic: Property-Casualty Insurance Updates. Save To Your Calendars The Next Industry Education & Networking. 1.0 HOUR of CFP CEU TO BE OFFERED

  • October 15 2026 FinTech Symposium

    Wells Fargo Innovation Center 1302 El Camino Real, Menlo Park, CA, United States

    Tech & Tomorrow: The Future of Financial Planning. Exploring technology's impact on financial advice.

  • October 27 2026 Firm Office Visit

    Venue TBD

    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.

  • November 2026 NextGen Social

    AxeVentures Axe Throwing 850 Park Ave, San Jose, CA

    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.