Events

Overview: Join us for our annual meeting where we elect the 2019 Board of Directors, recognize our volunteers and enjoy time together. Comedy Sportz will provide entertainment you won't want […]

Overview: TOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act SPEAKER: Mike Morales, CPA, MST The 2017 Tax Cuts and Jobs Act changes many of the […]

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 […]

Overview: Getting Started with LinkedIn Note: Level of complexity is Intermediate; not beginner level. Social networks are a time and cost-efficient way for financial advisors to market themselves. While social […]

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 […]

Overview: TOPIC: Using Option Strategies for Financial Planning Solutions Featured Partner: Wendy Hales, Innovative Portfolios, LLC About the Speakers: Jim Murphy of Innovative Portfolios, LLC. will be our speaker. Registration: Click […]

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 […]

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. […]

Overview: TOPIC: The Era of Blockchain SPEAKER: Daniel Friedberg of Fenwick & West LLP Bitcoin started with a white paper release on 10/31/2008 by Satoshi Nakamoto. Where are we 10 years […]

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 […]