Events

Due to increasing concerns about Coronavirus, our executive committee decided to cancel our chapter meeting this Friday, March 13, 2020. We will work with Dr. Jim McCabe to reschedule his […]

Overview: Join us to hear the “state of the long-term care planning industry”.  How do you deal with the elephant in the room – a LTCI policy rate increase.  Hear […]

Topic: Recent Developments in Estate Planning for Special Needs Families Overview: As we encounter an increasing number of special needs issues with our clients, it is essential to know the […]

Overview: Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are […]

Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter.  These meetings are […]

Overview: Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are […]

Overview: Dialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies. Topic: Dialogue of Volatile Markets Speaker: Chris Jeppesen, First Trust […]

Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which […]

Overview: Join Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the […]

Overview: The 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 […]