Events

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. […]

7th Annual Bocce Event Join FPA of Silicon Valley on Thursday, August 16th for this annual event filled with lots of laughter, fun, food and competition.  No bocce experience required!  […]

Overview: To Think, Feel, Act, and Learn Like a Financial Planner – A presentation 50 years in the making! Our profession traces its roots back to a confab in Chicago […]