You 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.
Looking for Certified Financial Advisors For Pro Bono/Planners in the Library.
Explore essential CFP tools and resources in this educational session.
Join 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
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.
MEMBERS 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.
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.
Looking for Certified Financial Advisors For Pro Bono/Planners in the Library.
COCG features distinguished speakers presenting topics of interest to legal and financial advisors as well as philanthropic professionals in the field of charitable gift and estate planning. *Continuing education credits for a variety of specialty areas, including California MCLE, are pending approval.*
Join us for an insightful educational seminar, “Interviewing with RIAs”, featuring guest speaker Darci Smith, an experienced recruiter for independent RIAs.