Overview: To Think, Feel, Act, and Learn Like a Financial Planner – A presentation 50 years in the making! Our profession traces its roots back to a confab in Chicago in 1969—we’ve come a long way since then and the best is yet to come! Review the highlights of the evolution of our profession as […]
Join us for our 2nd Financial Firm Tour for 2018. This firm tour will be hosted by Aspire Planning Associates, a fee-only independent RIA with three Bay Area offices. This tour will be located at their Cupertino office. Space is limited; pre-registration is required. Sign up here. Have you ever wondered if there was another […]
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Join us for a social on […]
Meeting Overview 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 chapter). These meetings are not open to the general public. Upcoming Meeting Date and Time: Wednesday, October 3rd, 2018, 12:00 – 1:30 pm […]
Join us for our last Financial Firm Tour for 2018. This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell (in the Pruneyard). Space is limited; pre-registration is required. Sign up here. Parking: Parking is free; open parking has 2-hour limits; the parking structure in […]
Performance Excellence: Asset Acquisition Success Through Community Involvement and Philanthropic Planning Overview: Please note that the session information has been updated. This session will focus on philanthropic planning. Advisors will gain from this session: - How to help clients fulfill their charitable / philanthropic intents by creating a “Family Giving Plan”. - How to be […]
Financial Planning Day - October 14, 2018, Sunnyvale Library Help members of our community by providing complimentary one to one financial planning advice at the Sunnyvale Public Library. 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 […]
Financial Planning Day - November 3, 2018, San Mateo Library Help members of our community by providing complimentary one to one financial planning advice at the San Mateo Public Library. 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 […]
Join us after work for a casual chapter social and networking event - Welcome Wednesday! Socialize with FPA members and meet our current board members to learn more about FPA of Silicon Valley and our volunteer opportunities. Wednesday, November 7, 2018. 5:30 - 7:30 pm. Appetizers provided, no host bar. Location: Vino Vino, 199 S. […]
Overview: Frank Paré, CFP®, 2018 FPA President, and Evelyn Zohlen, CFP®, 2018 FPA President-Elect, will visit our chapter for our November Chapter Meeting. Please join us to welcome them and hear the latest happenings with FPA as they share what FPA is working on at the national level and how it translates to the chapter […]