August 2026 NexGen Financial Therapy Session Educational Webinar
This session is ideal for financial professionals looking to enhance client relationships and integrate behavioral insights into their practice.
$10
5 events found.
Events
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Zoom Interactive Webinar
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September 2026 Chapter Luncheon
Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United StatesTopic: Property-Casualty Insurance Updates. Save To Your Calendars The Next Industry Education & Networking. 1.0 HOUR of CFP CEU TO BE OFFERED
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October 15 2026 FinTech Symposium
Wells Fargo Innovation Center 1302 El Camino Real, Menlo Park, CA, United StatesTech & Tomorrow: The Future of Financial Planning. Exploring technology's impact on financial advice.
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October 27 2026 Firm Office Visit
Venue TBDEnjoy 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.
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November 2026 NextGen Social
AxeVentures Axe Throwing 850 Park Ave, San Jose, CAJoin 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.