November 2017 Financial Planning Day
Financial Planning Day is a event in which CERTIFIED FINANCIAL PLANNER™ Professionals volunteer to provide free one-on-one counseling to area residents. Financial Planning Day is intended to be a free […]
10 events found.
Events
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San Mateo Public Library 55 W 3rd Ave, San Mateo, CA, United States
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November 2017 Chapter Meeting – Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today
Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United StatesMeeting Description Topic: Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today Nancy Reyes Mullins will review the foundational tenets of SRI investing as contrasted to traditional diversified […]
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November 2017 NexGen Event – What’s Next after CFP®?
Abacus Wealth Partners 700 South B Street, Suite 200, San Mateo, CA, United StatesAbout the Meeting FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Join us at our upcoming NexGen […]
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December 2017 Student Forum – The Good, the Bad, and the Very Ugly Truth about Starting Your Own RIA Practice
UCSC Extension 3175 Bowers Avenue, Santa Clara, CA, United StatesStudent Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These […]
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December 2017 Chapter Meeting and Holiday Social – What is Your 140.6 Challenge?
Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United StatesMeeting Description Join us for a special treat this month as we host our holiday social, enjoy a motivational presentation, and vote on our 2018 Board of Directors. Our meeting […]
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Making Sense of the Uncertainty: Tax Planning in 2018
Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United StatesWe will talk about the latest developments in personal and business taxation and how they may impact your clients. We will discuss both the big picture and and specific examples of the proposals applied at the client level.
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Financial Planning Day January 2018
San Mateo Public Library 55 W 3rd Ave, San Mateo, CA, United StatesVolunteers are needed for our first Financial Planning Day of the year. Financial Planning (CFPs) and Logistics volunteers needed for this pro bono event at San Mateo Library. If you […]
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January 2018 NexGen: Tax Changes
Abacus Wealth Partners 700 South B Street, Suite 200, San Mateo, CA, United StatesFPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. […]
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February 2018 Chapter Meeting: Cybersecurity
Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United StatesOverview: Changing the Cybersecurity Conversation Wes Stillman will be offering a more positive approach to how RIAs can proactively respond to the call of cybersecurity by putting the power and […]
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Brown Bag – Senior Housing and Quality of Life: Understanding Your Options
Ameriprise Financial Services, Inc. 1919 S. Bascom Avenue, Suite 100, Campbell, CABrown 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. […]