Events

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 […]

Join us for our 2nd Financial Firm Tour for 2018.  This firm tour will be hosted by Aspire Planning Associates, a fee-only independent RIA with three Bay Area offices. This […]

FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed […]

Meeting Overview 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 […]

Join us for our last Financial Firm Tour for 2018.  This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell […]

Performance Excellence: Asset Acquisition Success Through Community Involvement and Philanthropic Planning Overview: Please note that the session information has been updated.  This session will focus on philanthropic planning. Advisors will […]