Events

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

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.

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.