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X-WR-CALNAME:Financial Planning Association of Silicon Valley
X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260716T170000
DTEND;TZID=America/Los_Angeles:20260716T190000
DTSTAMP:20260609T203245Z
CREATED:20260114T033649Z
LAST-MODIFIED:20260609T203245Z
UID:4619-1784221200-1784228400@www.fpasv.org
SUMMARY:July 2026 NexGen Work on a Case Study Educational Session
DESCRIPTION: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. \nClick the events page [website] link to register 
URL:https://www.fpasv.org/event/july-2026-nexgen-work-on-a-case-study-educational-webinar
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260728T140000
DTEND;TZID=America/Los_Angeles:20260728T160000
DTSTAMP:20260716T183626Z
CREATED:20251017T154357Z
LAST-MODIFIED:20260716T183626Z
UID:4462-1785247200-1785254400@www.fpasv.org
SUMMARY:July 28 2026 Firm Office Visit [CANCELLED]
DESCRIPTION:CANCELLED-LOOK FOR NEXT FIRM VISIT ON OCT 27TH!\nEnjoy 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? \nAll 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. \nClick the events page [website] link to register 
URL:https://www.fpasv.org/event/july-28-2026-firm-office-visit
LOCATION:Morgan Stanley Wealth Management\, 411 Borel Ave- 2nd Floor\, San Mateo\, CA\, 94402\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260730
DTEND;VALUE=DATE:20260803
DTSTAMP:20260603T162301Z
CREATED:20260603T162301Z
LAST-MODIFIED:20260603T162301Z
UID:4859-1785369600-1785715199@www.fpasv.org
SUMMARY:37th Annual FPA Far West Roundup
DESCRIPTION:  \n  \nRSVP & LEARN MORE\nThe 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. \nThis 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.
URL:https://www.fpasv.org/event/37th-annual-fpa-far-west-roundup
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260806T110000
DTEND;TZID=America/Los_Angeles:20260806T130000
DTSTAMP:20260805T175842Z
CREATED:20260805T175842Z
LAST-MODIFIED:20260805T175842Z
UID:4892-1786014000-1786021200@www.fpasv.org
SUMMARY:CFP Ethics: Code of Ethics and Standards of Conduct
DESCRIPTION:This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board’s Code of Ethics and Standards of Conduct\, which is effective July 1\, 2024. In a profession built on personal and financial guidance\, ethical behavior ensures that clients feel safe\, respected\, and served in their best interest. Understanding and applying ethical principles is essential at every stage of your career. \nLEARNING OBJECTIVES \n\nRecognize when you are providing financial advice\nApply the Fiduciary Duty\nDescribe when Financial Advice requires Financial Planning and the additional obligations that apply\nIdentify duties when using or referring other service providers or technologies\nDescribe the process the CFP Board follows to uphold the Code and Standards\nDetermine what information must be provided to the Client and when to document the exchange of information\n\n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/cfp-ethics-code-of-ethics-and-standards-of-conduct
LOCATION:California
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260812T160000
DTEND;TZID=America/Los_Angeles:20260812T180000
DTSTAMP:20260710T174625Z
CREATED:20260526T214539Z
LAST-MODIFIED:20260710T174625Z
UID:4835-1786550400-1786557600@www.fpasv.org
SUMMARY:August 2026 Summer Social
DESCRIPTION:GAME ON!!\n[click website link below to register!]\nTHE EVENT \nWe 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**.  \n**you don’t need to play Bocce Ball to attend \nBOCCE BALL TEAMS \nIf 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! \n  \n\n\nMore Information\nTicket price includes: heavy appetizers\, ice water & iced tea. \nNo host or cash bar for purchase of any alcoholic drinks
URL:https://www.fpasv.org/event/august-2026-summer-social
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260820T170000
DTEND;TZID=America/Los_Angeles:20260820T190000
DTSTAMP:20260805T174702Z
CREATED:20260114T034158Z
LAST-MODIFIED:20260805T174702Z
UID:4621-1787245200-1787252400@www.fpasv.org
SUMMARY:August 2026 NexGen Summer Picnic In The Park
DESCRIPTION:Say goodbye to summer with great company\, fresh ideas\, and a relaxing evening at the NexGen Summer Picnic Social! Join fellow financial planners at the Rose Garden for a FREE end-of-summer picnic filled with networking\, fresh air\, and great conversation before fall gets busy. \nBring a favorite snack or drink to share\, plus a picnic blanket or lawn chair\, and enjoy an evening of connections\, laughs\, and one last taste of summer! \n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/august-2026-nexgen-financial-therapy-session-educational-session
LOCATION:Rose Garden\, 1649 Naglee Ave\, San Jose\, CA\, 95126\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260827T090000
DTEND;TZID=America/Los_Angeles:20260827T150000
DTSTAMP:20260805T180615Z
CREATED:20260805T180518Z
LAST-MODIFIED:20260805T180615Z
UID:4894-1787821200-1787842800@www.fpasv.org
SUMMARY:Kitces Ethics CE Day
DESCRIPTION:Join Michael Kitces and Adam Van Deusen for a full day of expert-led ethics education designed to help you check off your entire IAR Ethics CE requirement — in one sitting. \nWhat you’ll get: \n\nAll 6 hours of your annual IAR Ethics & Professional Responsibility CE\nCredit that also counts toward CFP\, CIMA\, CPWA\, American College\, CPA\, and other designations\n5 CE-approved sessions (four 1-hour sessions\, one 2-hour session) led by top ethics and regulatory experts\n\nWhy it matters:\nSince 2022\, a growing list of states has required Investment Adviser Representatives to complete 12 hours of CE each year — half on Products & Practice\, half on Ethics. If you serve more than a de minimis number of clients in an affected state\, this requirement applies to you. \nGood to know: \n\nAttendance is required for at least 50 minutes of each 1-hour session (100 minutes for the 2-hour session) to earn credit\nKitces reports your completion directly to CFP Board\, American College\, IWI\, and FINRA by September 10\nGuest speakers to be announced\n\nSave the date and get your entire year’s ethics CE done in a single day. \n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/kitces-ethics-ce-day
LOCATION:California
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260911T113000
DTEND;TZID=America/Los_Angeles:20260911T133000
DTSTAMP:20260911T024315Z
CREATED:20260115T004539Z
LAST-MODIFIED:20260911T024315Z
UID:4639-1789126200-1789133400@www.fpasv.org
SUMMARY:September 2026 Chapter Luncheon
DESCRIPTION:Understanding Today’s California Insurance Landscape\nCalifornia’s P&C insurance market is shifting rapidly. Rising premiums\, reduced carrier capacity\, wildfire risk\, cancellations and tighter underwriting are changing how clients protect their homes\, businesses and wealth. \nJoin us for a financial-planning-focused look at what’s changing\, which carriers and market channels remain\, and how these shifts affect liability and commercial exposures. \nTakeaways:\n• Understand today’s P&C market and how to navigate it\n• Identify emerging coverage gaps and insurability challenges\n• Learn how market changes can impact client liquidity and wealth protection\n• Recognize when umbrella\, excess and alternative coverage may be critical \n1.0 HOUR of CFP CEU OFFERED\n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/september-2026-chapter-luncheon
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261015T130000
DTEND;TZID=America/Los_Angeles:20261015T170000
DTSTAMP:20260924T194840Z
CREATED:20251029T165651Z
LAST-MODIFIED:20260924T194840Z
UID:4477-1792069200-1792083600@www.fpasv.org
SUMMARY:[CANCELLED] October 15 2026 FinTech Symposium
DESCRIPTION:Thank you for your interest in Tech & Tomorrow: The Future of Financial Planning. We’re sorry to share that the upcoming symposium has been canceled\, and we truly appreciate your understanding and continued support of FPA Silicon Valley. Please stay tuned for more information about our 2027 programming.\n\n\n\n 
URL:https://www.fpasv.org/event/fintech-symposium
LOCATION:Venue TBD
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261015T170000
DTEND;TZID=America/Los_Angeles:20261015T190000
DTSTAMP:20260828T230220Z
CREATED:20260828T225101Z
LAST-MODIFIED:20260828T230220Z
UID:4925-1792083600-1792090800@www.fpasv.org
SUMMARY:October 2026 NexGen Educational Workshop
DESCRIPTION:Overview of Presentation\nThis presentation will focus on exploring communication techniques and data collection practices\, which are the foundation for building strong client relationships and creating meaningful conversations. Additionally\, we will put this into practice by using Finaric – an AI-powered platform designed for financial conversations\, where participants will apply communication techniques through simulated client scenarios and receive structured feedback to better prepare for real-world client interactions. \nSpeaker Biographies\n• Claudia Deras\, CFP®\nClaudia is a financial advisor at Corinthian Wealth Management\, serving individuals and their families in the Bay Area.\nWith six years of experience in the financial industry\, Claudia is passionate about helping individuals take control of their financial future. She believes that financial success begins with a strong client relationship built on trust\, transparency\, and clear communication.\nBy taking the time to understand each client’s unique goals\, circumstances\, and vision for the future\, Claudia empowers people to make confident\, informed decisions.\nHer approach is centered on creating meaningful relationships that inspire positive change and turn financial goals into actionable strategies.\n• Julianna Li\, founder of Finaric\nJulianna is the Founder and CEO of Finaric\, an AI-native relationship intelligence platform for financial conversations. Finaric helps financial professionals prepare for high-stakes conversations\, surface relationship and decision-making signals during meetings\, and turn client interactions into durable relationship memory and workflow intelligence.\nPrior to founding Finaric\, Julianna worked in institutional product strategy at Wellington Management\, with experience across asset management\, fintech\, and client-focused financial services. She is particularly interested in how AI can support the next generation of financial professionals\, helping them translate technical expertise into stronger judgment\, communication\, and client relationships.\nFor company information: https://www.finaric.com/
URL:https://www.fpasv.org/event/october-2026-nexgen-educational-workshop
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261027T140000
DTEND;TZID=America/Los_Angeles:20261027T160000
DTSTAMP:20251017T154624Z
CREATED:20251017T154624Z
LAST-MODIFIED:20251017T154624Z
UID:4465-1793109600-1793116800@www.fpasv.org
SUMMARY:October 27 2026 Firm Office Visit
DESCRIPTION: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? \nAll 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. \nCOMING SOON-Click the events page [website] link to register 
URL:https://www.fpasv.org/event/october-27-2026-firm-office-visit
LOCATION:Venue TBD
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261110T150000
DTEND;TZID=America/Los_Angeles:20261110T163000
DTSTAMP:20260921T021451Z
CREATED:20260921T020521Z
LAST-MODIFIED:20260921T021451Z
UID:5015-1794322800-1794328200@www.fpasv.org
SUMMARY:REGIONAL MEETING: Why Clients Don’t Do What You Tell Them (And What To Do About It)
DESCRIPTION:Description: Have you ever had a client who knows what they need to do\, agrees with your recommendations —and still doesn’t take action? Providing more information\, explaining the consequences\, or trying harder to persuade them often doesn’t help. In fact\, some of the approaches financial professionals naturally use to encourage action can unintentionally increase resistance. \nIn this presentation\, Amy N. Mullen\, CFP®\, President of Money Quotient\, will explore what behavioral science can teach us about motivation\, ambivalence\, and lasting change. Drawing specifically from Self-Determination Theory\, the Stages of Change\, and Motivational Interviewing\, Amy will examine why clients may become stuck\, what influences their readiness and motivation to change\, and how an advisor’s communication approach can either support or inhibit forward movement. \nParticipants will learn practical ways to recognize where clients are in the change process\, uncover the motivations that matter to them\, and support autonomy rather than relying on persuasion or direction. By understanding the psychology behind behavior and learning how to facilitate rather than prescribe change\, advisors can help clients move forward with greater clarity\, confidence\, and commitment. \n*This topic has been approved by the CFP Board for 1.0 hour of CE hour \n*Online registration closes at 12:00 pm on Monday\, November 9th \n*Join us for our Member Appreciation Event: North Beach Walking Tour (REGISTER HERE) \n*There will also be the usual Networking Mixer immediately after the meeting \n[CLICK URL LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/regional-meeting-why-clients-dont-do-what-you-tell-them-and-what-to-do-about-it
LOCATION:San Francisco Italian Athletic Club\, 1630 Stockton Street\, Ballroom\, Main Floor\, San Francisco\, CA\, 94133\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261119T170000
DTEND;TZID=America/Los_Angeles:20261119T190000
DTSTAMP:20260114T032042Z
CREATED:20260114T032042Z
LAST-MODIFIED:20260114T032042Z
UID:4613-1795107600-1795114800@www.fpasv.org
SUMMARY:November 2026 NextGen Social
DESCRIPTION: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. \nSpecial Events Location: Axe Venture Axe Throwing \nClick the events page [website] link to register [coming soon!]
URL:https://www.fpasv.org/event/november-2026-nextgen-social
LOCATION:AxeVentures Axe Throwing\, 850 Park Ave\, San Jose\, CA\, 95126-3030
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261210T113000
DTEND;TZID=America/Los_Angeles:20261210T133000
DTSTAMP:20260921T021534Z
CREATED:20260921T021130Z
LAST-MODIFIED:20260921T021534Z
UID:5020-1796902200-1796909400@www.fpasv.org
SUMMARY:La Dolce Vita Holiday Luncheon – Mangia. Mingle. Make Merry
DESCRIPTION:[CLICK URL LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/la-dolce-vita-holiday-luncheon-mangia-mingle-make-merry
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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