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DTSTART;TZID=America/Los_Angeles:20260416T170000
DTEND;TZID=America/Los_Angeles:20260416T190000
DTSTAMP:20260305T161648Z
CREATED:20260114T030335Z
LAST-MODIFIED:20260305T161648Z
UID:4609-1776358800-1776366000@www.fpasv.org
SUMMARY:April 2026 NextGen Social
DESCRIPTION: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. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/april-2026-nextgen-social
LOCATION:Hapa’s Brewing Company\, 460 Lincoln Ave\, Ste 90\, San Jose\, California\, 95126
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260410T113000
DTEND;TZID=America/Los_Angeles:20260410T133000
DTSTAMP:20260316T145505Z
CREATED:20260113T220417Z
LAST-MODIFIED:20260316T145505Z
UID:4601-1775820600-1775827800@www.fpasv.org
SUMMARY:April 2026 Chapter Luncheon
DESCRIPTION:Join us for our April meeting featuring speakers Rebecca Paul and Andrea Korsunsky from Jewish Family & Children’s Services (JFCS). Our speakers will discuss the distinct ways fiduciaries can support vulnerable individuals\, how fiduciary involvement can shape long-term outcomes\, and the complexities that arise when navigating client needs across different phases of life. This Lunch & Learn will equip planners with knowledge they can immediately apply in their practice.\n1.0 HOUR of CFP CEU TO BE OFFERED\nClick the Events Website link below to register
URL:https://www.fpasv.org/event/april-2026-chapter-luncheon
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260319T170000
DTEND;TZID=America/Los_Angeles:20260319T190000
DTSTAMP:20260305T160307Z
CREATED:20260114T025019Z
LAST-MODIFIED:20260305T160307Z
UID:4603-1773939600-1773946800@www.fpasv.org
SUMMARY:March 2026 NexGen CFP Tools and Resources Educational Meeting
DESCRIPTION:Explore essential CFP tools and resources in this educational session. Learn how the Competency Model can help you assess and enhance your skills\, behaviors\, and knowledge in financial planning. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/march-2026-nexgen-cfp-tools-and-resources-educational-webinar
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260307T120000
DTEND;TZID=America/Los_Angeles:20260307T140000
DTSTAMP:20260211T151934Z
CREATED:20260210T234228Z
LAST-MODIFIED:20260211T151934Z
UID:4698-1772884800-1772892000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Gilroy Library Financial Planning Day. The event will be an in-person event and available to the entire public. \nPlanning sessions will take place on Saturday\, March 7\, noon to 2pm. \nThe event will begin with a financial literacy presentation on financial planning basics. This talk will be offered in both English and Spanish beginning at 11am on the day of the event. Planning sessions will begin promptly at noon. \nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be). \nLogistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits\, logistics volunteers will be allowed to sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise. \nRefreshments will be provided to our volunteers. \nThank you for your time\, and if you have questions\, please contact the event organizer\, Jennipher Lommen\, CFP(R)\, at jennipher.lommen@wildflowerfinancial.com or 831-854-7291. See you there! \nTo sign up: https://schedule.planhero.com/events/8c68626a7/march-2026-gilroy-library\n  \n\n___________________________ \nMORE INFORMATION FROM THE GILROY LIBRARY: https://sccl.bibliocommons.com/events/69336f616f92613600098329
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-12
LOCATION:Gilroy Library\, 350 W Sixth Street\, Gilroy\, CA\, 95020\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260219T083000
DTEND;TZID=America/Los_Angeles:20260219T100000
DTSTAMP:20260129T164623Z
CREATED:20260129T164623Z
LAST-MODIFIED:20260129T164623Z
UID:4661-1771489800-1771495200@www.fpasv.org
SUMMARY:Emerging Leaders Networking Breakfast (via Silicon Valley Community Foundation)
DESCRIPTION:YOU ARE INVITED\nEmerging Leaders Networking Breakfast\nThursday\, February 19\, 2026\n8:30 a.m. to 10:00 a.m.\nSVCF office\n444 Castro Street\, Suite 140\nMountain View\, CA\nREGISTER HERE & LEARN MORE\n__________________________________________________________________________________________________________________________________ \nJoin us for a morning of connection\, conversation\, and insight with peers who are building the future of the advisory profession. \nErinn Andrews\, Founder and CEO of GiveTeam\, will share the latest research on how philanthropy strengthens advisory practices\, from deepening client relationships to differentiating your value in a competitive market. Her insights are practical\, data-driven – and especially relevant for advisors early in their careers.\nWhether you’re just starting out or are a veteran of the advisory field\, we hope you’ll join us for this morning of learning and connection. Please feel free to extend this invitation to fellow advisors. Space is limited\, so we encourage you to RSVP soon.
URL:https://www.fpasv.org/event/emerging-leaders-networking-breakfast-via-silicon-valley-community-foundation
LOCATION:Silicon Valley Community Foundation\, 444 Castro Street\, Ste 140\, Mountain View\, CA\, 94041\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260218T173000
DTEND;TZID=America/Los_Angeles:20260218T193000
DTSTAMP:20260117T221756Z
CREATED:20251029T165358Z
LAST-MODIFIED:20260117T221756Z
UID:4475-1771435800-1771443000@www.fpasv.org
SUMMARY:Feb 18 2026 Industry Speed Mentoring
DESCRIPTION:Love is in the air this February—but we’re not talking about romance! The FPA of Silicon Valley invites you to our Valentine’s Day “Speed Mentoring” event\, an event designed to spark professional connections between experienced planners and the next generation of financial professionals. Modeled after speed dating (but without the roses and candlelight)\, this interactive session will pair mentors and mentees for a series of short\, structured conversations. Each mini-meeting offers an opportunity to share insights\, ask questions\, and discover potential mentor-mentee chemistry. \nROOM LOCATION @ Campbell Community Center: Q80 Roosevelt Redwood Room [location map] \nFPA Members Only-Click the events page [website] link to register (max participants: 30)
URL:https://www.fpasv.org/event/industry-speed-dating-special-event
LOCATION:Campbell Community Center\, 1 W Campbell Ave\, C-31\, Campbell\, CA\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260127T140000
DTEND;TZID=America/Los_Angeles:20260127T160000
DTSTAMP:20260127T170905Z
CREATED:20251017T152926Z
LAST-MODIFIED:20260127T170905Z
UID:4455-1769522400-1769529600@www.fpasv.org
SUMMARY:January 27 2026 Firm Office Visit [CANCELLED]
DESCRIPTION:THIS FIRM VISIT HAS BEEN CANCELLED\n \nEnjoy 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. \nFPA Members are welcome to register! This is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nFPA Members Only-Click the events page [website] link to register (max participants: 8)
URL:https://www.fpasv.org/event/january-27-2026-firm-office-visit
LOCATION:Animo Advisors of Ameriprise Financial Services\, LLC\, 3945 Freedom Circle\, Suite 460 & Suite 630\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260126T173000
DTEND;TZID=America/Los_Angeles:20260126T200000
DTSTAMP:20251010T202844Z
CREATED:20251010T202636Z
LAST-MODIFIED:20251010T202844Z
UID:4406-1769448600-1769457600@www.fpasv.org
SUMMARY:Santa Clara County Estate Planning Council: Estate Planning for Financially Dependent Loved Ones
DESCRIPTION:
URL:https://www.fpasv.org/event/santa-clara-county-estate-planning-council-estate-planning-for-financially-dependent-loved-ones
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260121T113000
DTEND;TZID=America/Los_Angeles:20260121T133000
DTSTAMP:20251223T172204Z
CREATED:20251029T164914Z
LAST-MODIFIED:20251223T172204Z
UID:4473-1768995000-1769002200@www.fpasv.org
SUMMARY:January 2026 Chapter Luncheon with J.P Morgan
DESCRIPTION:Guide to 2026 Markets: Timely update on the economy & financial markets\nKick off 2026 with exclusive insights from Jordan Jackson\, Executive Director\, Market Insight Strategist at JP Morgan as he presents highlights from the 1Q26 Guide to the Markets. Gain a comprehensive update on the economic and investment outlook\, market cycles\, and key risks for the year ahead. You’ll also explore actionable strategies for asset allocation\, portfolio diversification\, and navigating evolving market dynamics. \nDon’t miss this opportunity to stay ahead of the curve and reconnect with colleagues and expand your professional network after the holidays. \n1.0 HOUR of CFP CEU APPROVED
URL:https://www.fpasv.org/event/january-2026-chapter-luncheon
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260115T170000
DTEND;TZID=America/Los_Angeles:20260115T190000
DTSTAMP:20260114T030019Z
CREATED:20260114T030019Z
LAST-MODIFIED:20260114T030019Z
UID:4606-1768496400-1768503600@www.fpasv.org
SUMMARY:January 2026 NextGen Social
DESCRIPTION: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. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/january-2026-nextgen-social
LOCATION:Hapa’s Brewing Company\, 460 Lincoln Ave\, Ste 90\, San Jose\, California\, 95126
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251211T113000
DTEND;TZID=America/Los_Angeles:20251211T133000
DTSTAMP:20251107T172329Z
CREATED:20250117T001927Z
LAST-MODIFIED:20251107T172329Z
UID:4016-1765452600-1765459800@www.fpasv.org
SUMMARY:December 2025 Hula-la-la Holiday Luncheon
DESCRIPTION:Hula-la-la! Let’s bring the aloha spirit to the holidays! Join us Dec 11 for a festive luncheon full of island cheer. Sport your most mele hat-kalikimaka style — tropical\, tinsel\, or totally outrageous — and enjoy Maggiano’s ono appetizers\, island-inspired holiday games with prizes galore. It’s a lei’d-back celebration of friendship\, fun\, and festive flair. Mahalo and see you there!\n\n[see website link below to RSVP]
URL:https://www.fpasv.org/event/december-2025-annual-holiday-party
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251120T170000
DTEND;TZID=America/Los_Angeles:20251120T190000
DTSTAMP:20251103T152718Z
CREATED:20250117T004558Z
LAST-MODIFIED:20251103T152718Z
UID:4039-1763658000-1763665200@www.fpasv.org
SUMMARY:November 2025 NextGen Social
DESCRIPTION: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. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/november-2025-nextgen-social
LOCATION:Golfland Sunnyvale\, 855 E El Camino Real\, Sunnyvale\, CA\, 94087\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251103
DTEND;VALUE=DATE:20251106
DTSTAMP:20250117T013211Z
CREATED:20250117T013211Z
LAST-MODIFIED:20250117T013211Z
UID:4052-1762128000-1762387199@www.fpasv.org
SUMMARY:2025 Annual FPA Conference [25th Anniversary]
DESCRIPTION:This year\, we’re marking a milestone—FPA’s 25th anniversary!\nJoin us in Las Vegas\, November 3-5\, 2025\, for a special celebration at FPA Annual Conference 2025\, where financial planning professionals come together to Connect\, Learn\, and Thrive. \nRSVP & LEARN MORE: https://ac.financialplanningassociation.org/
URL:https://www.fpasv.org/event/2025-annual-fpa-conference-25th-anniversary
LOCATION:MGM Grand Hotel\, 3799 S Las Vegas Blvd\, Las Vegas\, NV\, 89109\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251030T080000
DTEND;TZID=America/Los_Angeles:20251030T153000
DTSTAMP:20251010T203708Z
CREATED:20251010T203708Z
LAST-MODIFIED:20251010T203708Z
UID:4411-1761811200-1761838200@www.fpasv.org
SUMMARY:Kitces Tax Intensive CE Day
DESCRIPTION:About Kitces Tax Intensive CE Day\n\nFulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP\, CIMA\, CPWA\, American College\, CPA\, and other advisor designations at this year’s Kitces Tax Intensive CE Day. This event will be delivered virtually by some of the most engaging and relevant experts in our industry. \nIn 2022\, a series of 7 states implemented the first-ever CE obligation for Investment Adviser Representatives (IARs)\, and since then additional states continue to be added each year. At its core\, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule.
URL:https://www.fpasv.org/event/kitces-tax-intensive-ce-day
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251018T103000
DTEND;TZID=America/Los_Angeles:20251018T140000
DTSTAMP:20250929T165530Z
CREATED:20250929T165530Z
LAST-MODIFIED:20250929T165530Z
UID:4359-1760783400-1760796000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nThe logistic volunteers will assist with checking in arriving attendees\, trouble shooting and collecting survey responses as attendees exit each session.\nInformation and Instructions will follow after registration \nTo sign up: https://app.planhero.com/meetings/5078-october-2025-san-mateo-financial-planning-day \n_________________________________ \nParticipants needing pro bono services \nTo sign up: https://sanmateopublic.libcal.com/event/15373105 \nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Kalvin Sid\, via email: kalvin@sidfinancial.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-10
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251016T170000
DTEND;TZID=America/Los_Angeles:20251016T190000
DTSTAMP:20250306T143902Z
CREATED:20250117T004355Z
LAST-MODIFIED:20250306T143902Z
UID:4037-1760634000-1760641200@www.fpasv.org
SUMMARY:October 2025 NextGen Social
DESCRIPTION: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. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/october-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251004T100000
DTEND;TZID=America/Los_Angeles:20251004T133000
DTSTAMP:20250929T170135Z
CREATED:20250929T170135Z
LAST-MODIFIED:20250929T170135Z
UID:4362-1759572000-1759584600@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nThe logistic volunteers will assist with checking in arriving attendees\, trouble shooting and collecting survey responses as attendees exit each session.\nInformation and Instructions will follow after registration \nTo sign up: https://schedule.planhero.com/events/deecffc04/redwood-city-financial-planning-day-2025 \nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Darien Tung\, via email: darien.a.tung@ampf.com with a cc: Christina Patel via email: christina.patel@ampf.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-11
LOCATION:Redwood City Public Library\, 1044 Middlefield Rd\, Redwood City\, CA\, 94063
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250930T140000
DTEND;TZID=America/Los_Angeles:20250930T150000
DTSTAMP:20250709T005653Z
CREATED:20250117T104833Z
LAST-MODIFIED:20250709T005653Z
UID:4080-1759240800-1759244400@www.fpasv.org
SUMMARY:September 30 2025 Firm Office Visit
DESCRIPTION: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. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor? \nAll are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer)\, this is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/september-30-2025-firm-office-visit
LOCATION:Davalos Financial Advisors of Raymond James\, 333 W San Carlos St\, Suite 1650\, San Jose\, CA\, 95110\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250918T170000
DTEND;TZID=America/Los_Angeles:20250918T190000
DTSTAMP:20250306T143927Z
CREATED:20250117T004237Z
LAST-MODIFIED:20250306T143927Z
UID:4035-1758214800-1758222000@www.fpasv.org
SUMMARY:September 2025 NextGen Social
DESCRIPTION: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. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/september-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250909T113000
DTEND;TZID=America/Los_Angeles:20250909T133000
DTSTAMP:20250623T123133Z
CREATED:20250117T001703Z
LAST-MODIFIED:20250623T123133Z
UID:4014-1757417400-1757424600@www.fpasv.org
SUMMARY:September 2025 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\n1.0 HOUR of CFP CEU APPROVED\n \n  \n \n 
URL:https://www.fpasv.org/event/september-2025-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250828T080000
DTEND;TZID=America/Los_Angeles:20250828T153000
DTSTAMP:20250703T155043Z
CREATED:20250703T155043Z
LAST-MODIFIED:20250703T155043Z
UID:4279-1756368000-1756395000@www.fpasv.org
SUMMARY:FPA Kitces IAR Ethics CE Day 2025
DESCRIPTION:Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP\, CIMA\, CPWA\, American College\, CPA\, and other advisor designations at this year’s Kitces IAR Ethics CE Day. This event will be delivered virtually by some of the most engaging and relevant ethics and regulatory experts in our industry. \nIn 2022\, a series of 7 states (including California in 2024) implemented the first-ever CE obligation for Investment Adviser Representatives (IARs)\, and since then additional states continue to be added each year. At its core\, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule. \nIf you are an FPA Member\, select the “Yes” option in the registration\n[click the website link below to register\, see the agenda\, and more details]
URL:https://www.fpasv.org/event/fpa-kitces-iar-ethics-ce-day-2025
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250821
DTEND;VALUE=DATE:20250822
DTSTAMP:20250709T050838Z
CREATED:20250528T075708Z
LAST-MODIFIED:20250709T050838Z
UID:4192-1755734400-1755820799@www.fpasv.org
SUMMARY:NexGen Mastermind Session: Lessons in Behavioral Finance
DESCRIPTION:The upcoming NexGen Mastermind Session on Lessons in Behavioral Finance will explore new research on relationship dynamics in financial advising. The session will examine whether gender influences advisor selection\, how financial anxiety and investor confidence relate to advisor use\, and how major life events may shape financial intentions—especially when guided by a financial advisor.\n5:00pm-5:15pm: People arrive and grab snacks\n5:15pm-5:30pm: Introductions\n5:30pm-6:30pm: Presentation\n6:30pm-7:00pm: Networking\nThe event is complimentary and open to all\, including FPA\, NexGen\, and non-members.\n_______________________________________ \nSpeaker:\n  \n \n\nClick the events page [website] link to register \n(note: meeting will be in the 1st floor conference room; close to the entrance)
URL:https://www.fpasv.org/event/nexgen-mastermind-session-lessons-in-behavioral-finance
LOCATION:Santa Clara Towers\, 3965 Freedom Circle\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250812T184500
DTEND;TZID=America/Los_Angeles:20250812T204500
DTSTAMP:20250725T144423Z
CREATED:20250725T144423Z
LAST-MODIFIED:20250725T144423Z
UID:4320-1755024300-1755031500@www.fpasv.org
SUMMARY:Regional SF Giants Vs the San Diego Padres Baseball Game
DESCRIPTION:Join us for a night to remember! Tickets are $32 each and the deadline to purchase is August 1st! We look forward to bringing the regional FPA community (hosted by FPA San Francisco) together for some fun and camaraderie. Go Giants! \n[click registration link below]
URL:https://www.fpasv.org/event/regional-sf-giants-vs-the-san-diego-padres-baseball-game
LOCATION:Oracle Park Stadium\, 24 Willie Mays Plaza\, San Francisco\, CA\, 94107\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250812T160000
DTEND;TZID=America/Los_Angeles:20250812T180000
DTSTAMP:20250701T222711Z
CREATED:20250117T010148Z
LAST-MODIFIED:20250701T222711Z
UID:4045-1755014400-1755021600@www.fpasv.org
SUMMARY:August 2025 Summer Social
DESCRIPTION:  \n\n\nGAME ON!!\n[click event link below to register]\nTHE EVENT \nWe are bringing back this special event featuring an evening of extended networking opportunities in the fun atmosphere. Come enjoy some friendly competition as you will be divided into teams and can challenge each other to rounds of bocce ball**.  \n**you don’t need to play Bocce Ball to attend \nBOCCE BALL TEAMS \nIf you would like to participate in the bocce ball games\, we will have sign-up sheets. No experience necessary! You will be provided game instructions and coaching. This is more about team-building while laughing along the way! \n  \n\n\nMore Information\nTicket price includes: heavy appetizers\, ice water & iced tea. \nNo host or cash bar for purchase of any alcoholic drinks
URL:https://www.fpasv.org/event/august-2025-summer-social
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250807
DTEND;VALUE=DATE:20250811
DTSTAMP:20250516T230736Z
CREATED:20250516T230725Z
LAST-MODIFIED:20250516T230736Z
UID:4170-1754524800-1754870399@www.fpasv.org
SUMMARY:36th Annual FPA Far West Roundup
DESCRIPTION:  \n  \nRSVP & LEARN MORE\nThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. \nThis is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.
URL:https://www.fpasv.org/event/36th-annual-fpa-far-west-roundup
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20250717
DTEND;VALUE=DATE:20250718
DTSTAMP:20250618T142339Z
CREATED:20250117T003855Z
LAST-MODIFIED:20250618T142339Z
UID:4031-1752710400-1752796799@www.fpasv.org
SUMMARY:July 2025 NextGen Social [SUMMER HIATUS]
DESCRIPTION:[SUMMER HIATUS-NO SOCIAL UNTIL SEPTEMBER] 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. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \n 
URL:https://www.fpasv.org/event/july-2025-nextgen-social
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250624T140000
DTEND;TZID=America/Los_Angeles:20250624T150000
DTSTAMP:20250202T002107Z
CREATED:20250117T104545Z
LAST-MODIFIED:20250202T002107Z
UID:4078-1750773600-1750777200@www.fpasv.org
SUMMARY:June 24 2025 Firm Office Visit
DESCRIPTION: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. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor? \n All are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer)\, this is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/june-24-2025-firm-office
LOCATION:Traveka Wealth\, 175 S. San Antonio Road\, Suite 101\, Los Altos\, CA\, 94022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250621T110000
DTEND;TZID=America/Los_Angeles:20250621T150000
DTSTAMP:20250528T074331Z
CREATED:20250528T074149Z
LAST-MODIFIED:20250528T074331Z
UID:4183-1750503600-1750518000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nThe logistic volunteers will assist with checking in arriving attendees\, trouble shooting and collecting survey responses as attendees exit each session.\n\nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Amado Rivera\, via email: amado.rivera@rbc.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-9
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250618T113000
DTEND;TZID=America/Los_Angeles:20250618T130000
DTSTAMP:20250530T164707Z
CREATED:20250518T011943Z
LAST-MODIFIED:20250530T164707Z
UID:4172-1750246200-1750251600@www.fpasv.org
SUMMARY:June 2025 Regional Ethics Webinar
DESCRIPTION:[see registration link below under website]\n  \nSPEAKER:\nCurt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \n \nSUMMARY:\nThis program fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s latest Code of Ethics and Standards of Conduct. \nThe goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. \nSPEAKER BIO:\n45+ years as a stockbroker\, financial planner\, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California\, Santa Cruz. \nMore Information\n2.0 approval pending for CFP CEU is available for this session.\n**You will need to be logged into your computer or Zoom app and take a poll near the end of the meeting to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer. \nNo refunds after June 10. \n 
URL:https://www.fpasv.org/event/june-2025-regional-ethics-webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250612T180000
DTEND;TZID=America/Los_Angeles:20250612T200000
DTSTAMP:20250612T194640Z
CREATED:20250117T003622Z
LAST-MODIFIED:20250612T194640Z
UID:4029-1749751200-1749758400@www.fpasv.org
SUMMARY:June 2025 NextGen Social- SJ Baseball Game
DESCRIPTION:In lieu of our June 19 NexGen social\, we’re excited to offer something a little different—a night out at the ballpark filled with baseball\, camaraderie\, and fun. The evening will have the San Jose Giants go head-to-head with the Stockton Ports. It’s a great opportunity to enjoy America’s favorite pastime and connect with other NexGen members. Whether you’re a longtime fan or new to the game\, we hope you’ll join us for this memorable event. \nCOMPLIMENTARY TICKETS ARE AVAILABLE FROM FPASV!! \nPlease find our NexGen Chair\, Claudia Deras (see pic below) near the GOT QUESTIONS stand at the entrance (see pic below) to provide you tickets compliments of FPASV!! \nIf you show up early enough\, I believe you can find parking on the street. If not\, there are three lots: \n\nSan Jose Giants Main Lot – $20\nSan Jose State Golf Lot – $20\nHappy Hollow K1 Lot (Senter Road) – $15\n\n \n  \n  \n  \n  \n 
URL:https://www.fpasv.org/event/june-2025-nextgen-social
LOCATION:San Jose Excite Ballpark\, 588 E. Alma Ave\, San Jose\, CA\, 95112\, United States
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END:VCALENDAR