January 2026 Chapter Luncheon with J.P Morgan
Guide to 2026 Markets: Timely update on the economy & financial markets - Your Next Industry Education & Networking Meeting. 1.0 HOUR of CFP CEU TO BE OFFERED!
10 events found.
Events
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Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States
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Santa Clara County Estate Planning Council: Estate Planning for Financially Dependent Loved Ones
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CAThis session will explore strategies for protecting and providing for loved ones who rely on you financially. Our speakers will cover practical estate planning tools—such as trusts, beneficiary designations, and care provisions—that can help ensure stability and security for dependents.
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January 27 2026 Firm Office Visit [CANCELLED]
Animo Advisors of Ameriprise Financial Services, LLC 3945 Freedom Circle, Suite 460 & Suite 630, Santa Clara, CA, United StatesTHIS FIRM VISIT HAS BEEN CANCELLED 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 […]
$10.00 -
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Feb 18 2026 Industry Speed Mentoring
Campbell Community Center 1 W Campbell Ave, C-31, Campbell, CA, United StatesThe 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.
$15.00 -
Emerging Leaders Networking Breakfast (via Silicon Valley Community Foundation)
Silicon Valley Community Foundation 444 Castro Street, Ste 140, Mountain View, CA, United StatesYou are invited to join Silicon Valley Community Foundation for a morning of connection, conversation, and insight with peers who are building the future of the advisory profession.
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Financial Advisors Needed For Pro Bono/Planners in the Library
Gilroy Library 350 W Sixth Street, Gilroy, CA, United StatesLooking for Certified Financial Advisors For Pro Bono/Planners in the Library.
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March 2026 NexGen CFP Tools and Resources Educational Meeting
Corinthian Wealth Management 1625 The Alameda Suite #308, San Jose, CA, United StatesExplore essential CFP tools and resources in this educational session.
$10 -
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April 2026 Chapter Luncheon
Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United StatesJoin us for our April meeting featuring speakers Rebecca Paul and Andrea Korsunsky from Jewish Family & Children’s Services (JFCS). This Lunch & Learn will equip planners with knowledge they can immediately apply in their practice. 1.0 HOUR of CFP CEU TO BE OFFERED
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April 2026 NextGen Social
Hapa's Brewing Company 460 Lincoln Ave, Ste 90, San Jose, CaliforniaJoin 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.
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Programming Committee Meeting
Zoom Interactive WebinarMEMBERS ONLY: Join us for the Silicon Valley Chapter’s Quarterly Programming Committee Meeting, an open and collaborative forum where members come together to plan, shape, and elevate the events that define our community.