Meeting Description Join us for a special treat this month as we host our holiday social, enjoy a motivational presentation, and vote on our 2018 Board of Directors. Our meeting and social will be from 4:00 to 6:00 pm. Topic: What is Your 140.6 Challenge? In today’s fast-paced and demanding technology workplace, employers need their […]
We will talk about the latest developments in personal and business taxation and how they may impact your clients. We will discuss both the big picture and and specific examples of the proposals applied at the client level.
Volunteers are needed for our first Financial Planning Day of the year. Financial Planning (CFPs) and Logistics volunteers needed for this pro bono event at San Mateo Library. If you speak Spanish, please volunteer as we are in need of additional Spanish-speaking planners and logistics volunteers. Click here to volunteer and find out more information: […]
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. Overview: Join […]
Overview: Changing the Cybersecurity Conversation Wes Stillman will be offering a more positive approach to how RIAs can proactively respond to the call of cybersecurity by putting the power and responsibility in the hands of the advisor. This interactive session offers improvements to four core business areas with fifteen best practices a firm can immediately […]
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. These meetings are offered at a nominal cost of $10 to FPA members, $25 for non-members, with attendees bringing a bag lunch. Pre-registration is required […]
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These meetings are not open to the public. Overview: Other Career Options with Your CFP® Designation Most students, upon completion of the UCSC-Extension Personal Financial Planning […]
Overview: The next several years represent an unprecedented opportunity to acquire practices or succeed from your practice. According to a recent Accenture study 2.3 trillion in AUM will transfer. Are you ready? Come listen to John Turner, a 30-year practice management professional and Senior Loan Officer at Live Oak Bank, talk about how to be […]
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 Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Join us for a social with our NexGen group. Location: TBD Date/Time: Wednesday, March […]
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. Overview: Our […]