Overview: Crucial Estate Planning Issues for Elders: Powers of Attorneys, Long-Term Care Planning, and Medi-Cal Are your clients or loved ones age 60 or older, and concerned about being able to afford long-term care in the home or elsewhere? Are they concerned about the government coming after their home or assets if they enroll in […]
Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday, July 13th. Curt Weil, CFP® will once again be the presenter. To register for Ethics click here. To register for both Ethics and the Chapter Meeting, click here. Attendance at the Chapter Meeting is not required to attend the Ethics session. […]
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. 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. This Event […]
7th Annual Bocce Event Join FPA of Silicon Valley on Thursday, August 16th for this annual event filled with lots of laughter, fun, food and competition. No bocce experience required! FPA Members, allied professionals and prospective members are encouraged to attend this social event. Save the date and Register Here. Price increases closer to the […]
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 […]