Events

Mix & Mingle With Industry Pros from FPA Silicon Valley, CalCPA & Silicon Valley Charitable Fund

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.

The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. For over 50 years, we have been committed to delivering cutting-edge education, professional development, and industry insights that help shape the future of financial planning.

You are invited to a NexGen Reception hosted by the FPA NorCal Conference, directly following the Closing Keynote. It will be held on Wednesday, May 28th from 5:30 to 7:00 pm at the Palace Hotel in the French Parlor, 2nd Floor. Drinks and hors d’oeuvres will be served and we welcome all NexGen members to join us for one of the best networking events of the year! NexGen members that are not registered for the conference are still encouraged to attend the reception.

The evening will have the San Jose Giants go head-to-head with the Stockton Ports. It’s a great opportunity to enjoy America’s favorite pastime and connect with other NexGen members. COMPLIMENTARY TIXS AVAILABLE FROM FPASV!!

Regional Ethics Webinar, Speaker: Curt Weil

Looking for Certified Financial Advisors For Pro Bono/Planners in the Library.

Calling all firm owners! If you would like to share your experiences and your story, please volunteer to host an office tour! We are looking for experienced advisors who feel they have something to share with the next generation of advisors (and career changers too). You don’t have to have a physical office to participate- we are also open to hosting a Zoom meeting for virtual offices.

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.

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