Events

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

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

Join us for a night to remember!  We look forward to bringing the regional FPA community (hosted by FPA San Francisco) together for some fun and camaraderie. Go Giants!

The session will examine whether gender influences advisor selection, how financial anxiety and investor confidence relate to advisor use, and how major life events may shape financial intentions—especially when guided by a financial advisor.

Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this year’s Kitces IAR Ethics CE Day. This event will be delivered virtually by some of the most engaging and relevant ethics and regulatory experts in our industry.

With the TCJA set to expire, rising fraud risks, and 12,000 Americans turning 65 each day, your clients face complex planning challenges. Learn how to collaborate more effectively with financial advisors, optimize tax strategies, and guide wealth transfers that go beyond numbers. This is your playbook for helping clients win in 2025 and beyond—don’t miss the Super Bowl of planning.

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.

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.

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

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.