Financial Advisors Needed For Pro Bono/Planners in the Library
2025-10-18 10:30 - 14:00 (America/Los_Angeles) | San Mateo Public Library, 55 W 3rd Ave, San Mateo, CA, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community

The 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.

Please 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).

The logistic volunteers will assist with checking in arriving attendees, trouble shooting and collecting survey responses as attendees exit each session.
Information and Instructions will follow after registration
To sign up: https://app.planhero.com/meetings/5078-october-2025-san-mateo-financial-planning-day
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Participants needing pro bono services
To sign up: https://sanmateopublic.libcal.com/event/15373105
Thank you for your time, and if you have questions, please get in touch with the event organizer, Kalvin Sid, via email: kalvin@sidfinancial.com

Kitces Tax Intensive CE Day
2025-10-30 08:00 - 15:30 | CA
About Kitces Tax Intensive CE Day

Fulfill 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.
In 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.

2025 Annual FPA Conference [25th Anniversary]
2025-11-03 - 2025-11-05 | MGM Grand Hotel, 3799 S Las Vegas Blvd, Las Vegas, NV, 89109, United States
This year, we’re marking a milestone—FPA’s 25th anniversary!
Join 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.
RSVP & LEARN MORE: https://ac.financialplanningassociation.org/

November 2025 NextGen Social
2025-11-20 17:00 - 19:00 | Golfland Sunnyvale, 855 E El Camino Real, Sunnyvale, CA, 94087, United States
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.
Click the events page [website] link to register

December 2025 Hula-la-la Holiday Luncheon
2025-12-11 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
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!

[see website link below to RSVP]

January 2026 NextGen Social
2026-01-15 17:00 - 19:00 | Hapa’s Brewing Company, 460 Lincoln Ave, Ste 90, San Jose, California, 95126

January 2026 Chapter Luncheon with J.P Morgan
2026-01-21 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Guide to 2026 Markets: Timely update on the economy & financial markets
Kick 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.
Don’t miss this opportunity to stay ahead of the curve and reconnect with colleagues and expand your professional network after the holidays.
1.0 HOUR of CFP CEU APPROVED

Santa Clara County Estate Planning Council: Estate Planning for Financially Dependent Loved Ones
2026-01-26 17:30 - 20:00 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054

January 27 2026 Firm Office Visit [CANCELLED]
2026-01-27 14:00 - 16:00 | Animo Advisors of Ameriprise Financial Services, LLC, 3945 Freedom Circle, Suite 460 & Suite 630, Santa Clara, CA, 95054, United States
THIS 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 by firms of different types and sizes.
FPA 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.
FPA Members Only-Click the events page [website] link to register (max participants: 8)

Feb 18 2026 Industry Speed Mentoring
2026-02-18 17:30 - 19:30 | Campbell Community Center, 1 W Campbell Ave, C-31, Campbell, CA, 95008, United States
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.
ROOM LOCATION @ Campbell Community Center: Q80 Roosevelt Redwood Room [location map]
FPA Members Only-Click the events page [website] link to register (max participants: 30)

Emerging Leaders Networking Breakfast (via Silicon Valley Community Foundation)
2026-02-19 08:30 - 10:00 | Silicon Valley Community Foundation, 444 Castro Street, Ste 140, Mountain View, CA, 94041, United States
YOU ARE INVITED
Emerging Leaders Networking Breakfast
Thursday, February 19, 2026
8:30 a.m. to 10:00 a.m.
SVCF office
444 Castro Street, Suite 140
Mountain View, CA
REGISTER HERE & LEARN MORE
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Join us for a morning of connection, conversation, and insight with peers who are building the future of the advisory profession.
Erinn 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.
Whether 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.

Financial Advisors Needed For Pro Bono/Planners in the Library
2026-03-07 12:00 - 14:00 | Gilroy Library, 350 W Sixth Street, Gilroy, CA, 95020, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community

The 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.
Planning sessions will take place on Saturday, March 7, noon to 2pm.
The 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.
Please 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).
Logistics 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.
Refreshments will be provided to our volunteers.
Thank 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!
To sign up: https://schedule.planhero.com/events/8c68626a7/march-2026-gilroy-library

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MORE INFORMATION FROM THE GILROY LIBRARY: https://sccl.bibliocommons.com/events/69336f616f92613600098329

March 2026 NexGen CFP Tools and Resources Educational Meeting
2026-03-19 17:00 - 19:00 | Corinthian Wealth Management, 1625 The Alameda Suite #308, San Jose, CA, 95126, United States
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.
Click the events page [website] link to register

April 2026 Chapter Luncheon
2026-04-10 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
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.
1.0 HOUR of CFP CEU TO BE OFFERED
Click the Events Website link below to register

April 2026 NextGen Social
2026-04-16 17:00 - 19:00 | Hapa’s Brewing Company, 460 Lincoln Ave, Ste 90, San Jose, California, 95126

Programming Committee Meeting
2026-04-22 15:00 - 16:00 | Zoom Interactive Webinar
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. Whether you’re passionate about building engaging quarterly programs, supporting Next Gen educational initiatives, or brainstorming ideas for our annual networking events, this is a terrific opportunity to get involved and make an impact.
As part of this committee, you’ll gain invaluable behind the scenes insight into how our chapter’s events come to life. Members will have the change to:

Collaborate on event topics that serve the needs and interests of our diverse membership

Coordinate between NexGen programming and career development events to create aligned, impactful educational offerings

Learn best practices from experienced committee members, including how to partner with venues, work with speakers, and manage event logistics

Shape the direction of the chapter’s programming and help strengthen our community

Participating in this committee is not only a meaningful way to give back to the chapter- it’s also a great opportunity for personal and professional growth. Committee members build leadership skills, expand their networks, and contribute directly to creating vibrant, connected chapter.
MEMBERS ONLY EVENT – Click the Events Website link below to register

April 28 2026 Firm Office Visit
2026-04-28 14:00 - 16:00 | Corinthian Wealth Management, 1625 The Alameda Suite #308, San Jose, CA, 95126, United States
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?
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.
Click the events page [website] link to register

Financial Advisors Needed For Pro Bono/Planners in the Library
2026-05-09 11:00 - 15:00 | Santa Clara Central Park Public Library, 2635 Homestead Road, Santa Clara, CA, 95051, United States
FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday, May 9, 2026

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Central Park Library Financial Planning Day. The event will be an in-person event and available to the entire public.

Planning sessions will take place on Saturday, May 9, 11am to 3pm Pacific time.

Please 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).
Financial planning volunteers are welcome and encouraged to sign up for one or two 2-hour shifts.

Logistics 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.

Refreshments will be provided to our volunteers.

Thank you for your time, and if you have questions, please contact the event organizer, Amado Rivera, CFP(R), at: amado.rivera@rbc.com See you there!

[CLICK LINK BELOW TO SIGN-UP!!]

2026 Conference on Charitable Giving
2026-05-13 08:00 - 17:00 | Frances C. Arrillaga Alumni Center at Stanford University, 326 Galvez Street, Stanford, CA, 94305, United States
Join Stanford University’s Office of Planned Giving and Silicon Valley Community Foundation to connect with allied professionals in law, finance, wealth management, accounting, investment services and philanthropy to learn how you can integrate creative charitable planning into your practice.
Maximize Your Impact
Charitable gift planning should be as much a part of a professional advisor’s toolkit as a thorough understanding of current tax law or the direction of the market. Stay current on the latest regulatory updates impacting the field and learn best practices and innovative strategies to help your clients leverage their assets to make impactful charitable gifts.

May 2026 NexGen Interviewing with RIAs Educational Meeting
2026-05-21 17:00 - 19:00 | Corinthian Wealth Management, 1625 The Alameda Suite #308, San Jose, CA, 95126, United States
[NOTICE: DATE CHANGE FROM MAY 20 TO MAY 21]
Join us for an insightful educational seminar, “Interviewing with RIAs”, featuring guest speaker Darci Smith, an experienced recruiter for independent RIAs. Gain valuable tips on navigating the RIA hiring process, standing out in interviews, and understanding what firms are really looking for in candidates. Whether you’re exploring opportunities or seeking a career move, this session will equip you with practical strategies to succeed.
Click the Events Website link below to register

54th Annual FPA NorCal Conference
2026-05-26 - 2026-05-27 | Palace Hotel, 2 New Montgomery St, San Francisco, CA, 94105, United States
54th Annual FPA NorCal Conference
MARK YOUR CALENDARS, BUT TO LEARN MORE: https://www.fpanorcal.org/

What is FPA NorCal?

The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. For over 50 years, we have been committed to delivering cutting-edge education, professional development, and industry insights that help shape the future of financial planning.

Annual FPA NorCal NexGen Reception
2026-05-27 17:30 - 19:00 | The Palace Hotel (French Parlor), 2 Montgomery St, San Francisco, CA, 94105, United States
We’re excited to host our annual Regional NexGen Reception in conjunction with the 54th FPA NorCal Conference, bringing together NexGen members from across Northern California, including San Francisco, East Bay, and Silicon Valley, as well as out-of-state attendees, for an evening of connection, drinks, and community.
Drinks and hors d’oeuvres will be served, and all NexGen members (and non-members) are welcome to attend, even if you are not registered for the conference.
Registration is free, but space is limited.
Reserve your spot and RSVP by May 6th!

EXCLUSIVE WEBINAR: SILICON VALLEY CHAPTER - A Smarter Growth System for FPA: What’s Changing with Planner Search and How to Turn it into Client Growth
2026-05-28 13:00 - 14:00 | CA
FPA has partnered with Snappy Kraken to rebuild PlannerSearch from the ground up — transforming it from a static directory into a lead generation engine that actively connects consumers with financial planners like you.
More visibility is coming. The planners who benefit most will be the ones who already have a system in place to capture and convert those opportunities.
Join us for this exclusive chapter session to see exactly what’s changing — including a live look at the new PlannerSearch — and learn how to turn that visibility into real client growth at every stage of your practice.
What you’ll learn:

What the PlannerSearch rebuild means for how prospects find and choose you
Why more visibility doesn’t automatically lead to more clients — and what does
How to identify where your growth is stalling and what to do about it
What Snappy Kraken does and how it supports your specific growth stage
How the FPA–Snappy Kraken partnership is designed to help members grow

COMPLIMENTARY TO FPA SILICON VALLEY MEMBERS ONLY – CLICK WEBSITE LINK BELOW TO RSVP

June 2026 Joint Triple Treat Mixer (FPASV TIXS SOLD OUT!)
2026-06-04 17:30 - 19:30 | British Bankers Club, 555 Santa Cruz Avenue, Menlo Park, CA, 94025, United States
[SOLD OUT @ FPASV] Click the events page [website] link to register

June 2026 NextGen Social [JUNE HIATUS]
2026-06-18 17:00 - 19:00 | Venue TBD
This month’s June NexGen Social will be on hiatus. Join us for our next 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.

July 2026 NexGen Work on a Case Study Educational Session
2026-07-16 17:00 - 19:00 | Corinthian Wealth Management, 1625 The Alameda Suite #308, San Jose, CA, 95126, United States
Dive into an interactive learning experience with our “Work on a Case Study” seminar. Apply financial planning concepts in a real-world scenario, collaborate with peers, and sharpen your problem-solving and decision-making skills. This hands-on session is designed to help you translate knowledge into practical strategies you can use in your practice.
Click the events page [website] link to register

July 28 2026 Firm Office Visit
2026-07-28 14:00 - 16:00 | Morgan Stanley Wealth Management, 411 Borel Ave- 2nd Floor, San Mateo, CA, 94402, United States

37th Annual FPA Far West Roundup
2026-07-30 - 2026-08-02 | UC Santa Cruz, 1156 High St, Santa Cruz, CA, 95064, United States
RSVP & LEARN MORE
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 UC Santa Cruz.
This 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.

August 2026 Summer Social
2026-08-12 16:00 - 18:00 | Campo di Bocce, 565 University Ave, Los Gatos, CA, 95032
GAME ON!!
[click website link below to register!]
THE EVENT
We 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**.
**you don’t need to play Bocce Ball to attend
BOCCE BALL TEAMS
If 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!

More Information
Ticket price includes: heavy appetizers, ice water & iced tea.
No host or cash bar for purchase of any alcoholic drinks

August 2026 NexGen Financial Therapy Session Educational Webinar
2026-08-20 17:00 - 19:00 | Zoom Interactive Webinar
Join us for an engaging Financial Therapy Session, featuring Elana Feinsmith, Certified Financial Therapist. Explore the emotional and behavioral side of financial planning and learn strategies to help clients navigate money-related stress, improve financial well-being, and strengthen decision-making. This session is ideal for financial professionals looking to enhance client relationships and integrate behavioral insights into their practice.
More details on speakers and registration coming soon!
