Events

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.

A complimentary webinar for FPA Silicon Valley Members Only: 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.

Mix & Mingle With Industry Pros from FPA Silicon Valley, CalCPA & Santa Clara Estate Planning Council

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 hands-on session is designed to help you translate knowledge into practical strategies you can use in your practice.

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.

Retreat for financial planning practitioners & those intending to enter the financial planning profession.

Annual Bocce Ball Tournament & Networking Social. GAME ON!!

This session is ideal for financial professionals looking to enhance client relationships and integrate behavioral insights into their practice.

Topic: Property-Casualty Insurance Updates. Save To Your Calendars The Next Industry Education & Networking. 1.0 HOUR of CFP CEU TO BE OFFERED