Overview: TOPIC: Buy/Sell a Practice SPEAKER: Christine Sjolin, VP. Strategic Development & Operations, FP Transitions Join us for an update on M&A activity on financial advisory practices, and learn what trends are driving value growth overall. This presentation will include information from FP Transitions proprietary data, including current deal structuring statistics as well as long-term insight […]
Overview: Save the date. Volunteers needed. To learn more or to volunteer click the link below Volunteer Registration
Overview: TBA Location: Registration: http://www.fpanorcal.org/
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 Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Topic: Impact Investing Speaker: Andrew Olig of Calvert Research and Management Location: 700 South B […]
Overview: Come “Take Action Together” at Gathering 2019 in beautiful New Orleans, a dynamic city full of culture, history, and exciting adventures! This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate […]
Overview: FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession while displaying FPA's strength as the largest membership association for CERTIFIED FINANCIAL PLANNER™ professionals. Plan for a high energy, invigorating day that empower you to […]
Overview: What is FPA Residency program? It a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors, program participants or residents spend their days role-playing and working through real-life financial planning […]
Date: Tuesday, June 11, 2019, 5:30 pm.
Join FPASV, CalCPA and Asian Pacific American Bar Association (APABA) for our annual Triple Treat Networking Event. Date: Thursday, June 20, 2019, 5:30 pm Location: Vault 164 Restaurant and Bar, San Mateo Registration: Click here
Overview: TOPIC: Business Planning Beyond the Numbers SPEAKER: Teresa Riccobuono Attendees will learn what it takes to prepare a comprehensive business plan, including the foundational pieces, client service aspects, client acquisition strategies, as well as how to create a staff development plan. Then turn it all into an implementation plan, including a list of actionable […]