Financial Planning Day - November 17, 2018, Redwood City Public Library Help members of our community by providing complimentary one to one financial planning advice at the Redwood City Public […]
FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. […]
Overview: Join us for our annual meeting where we elect the 2019 Board of Directors, recognize our volunteers and enjoy time together. Comedy Sportz will provide entertainment you won't want […]
Overview: TOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act SPEAKER: Mike Morales, CPA, MST The 2017 Tax Cuts and Jobs Act changes many of the […]
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 […]
Overview: Getting Started with LinkedIn Note: Level of complexity is Intermediate; not beginner level. Social networks are a time and cost-efficient way for financial advisors to market themselves. While social […]
Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program, UCSCX PFP alumni, and for members of the Financial Planning Association (any […]
Overview: TOPIC: Using Option Strategies for Financial Planning Solutions Featured Partner: Wendy Hales, Innovative Portfolios, LLC About the Speakers: Jim Murphy of Innovative Portfolios, LLC. will be our speaker. Registration: Click […]
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 […]
Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. […]