Overview: Nature, Nurture and Financial Planning (previously titled Heuristics, Biases and Nudges - Topics from the Frontier of Financial Planning) Neuroscientific research tells us that genetically, only some people are […]
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: Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have […]
Overview: UNDERSTANDING CATASTROPHIC RISKS IN CALIFORNIA Attendees will learn about the perils of wildfire, earthquake, mudslide and water damage (highlighting recent examples in California including the Northern CA wildfires and […]
Overview Generational Differences in Client Engagement: How to Adapt to Different Generational Needs and Capabilities ****Please join us in this collaborative session between the UCSCX In Silicon Valley’s PFP Student […]
FPA 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. […]
Join us for this annual social. FPA of Silicon Valley, Asian Pacific American Bar Association and CalCPA are the hosts of this annual social, a Triple Treat for all those […]
Overview: Crucial Estate Planning Issues for Elders: Powers of Attorneys, Long-Term Care Planning, and Medi-Cal Are your clients or loved ones age 60 or older, and concerned about being able […]
Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday, July 13th. Curt Weil, CFP® will once again be the presenter. To register for Ethics click […]
FPA 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. […]