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 […]
Financial Planning Day - October 14, 2018, Sunnyvale Library Help members of our community by providing complimentary one to one financial planning advice at the Sunnyvale Public Library. Please note […]
Financial Planning Day - November 3, 2018, San Mateo Library Help members of our community by providing complimentary one to one financial planning advice at the San Mateo Public Library. […]
Join us after work for a casual chapter social and networking event - Welcome Wednesday! Socialize with FPA members and meet our current board members to learn more about FPA […]
Overview: Frank Paré, CFP®, 2018 FPA President, and Evelyn Zohlen, CFP®, 2018 FPA President-Elect, will visit our chapter for our November Chapter Meeting. Please join us to welcome them and […]
Financial Planning Day - November 17, 2018, Redwood City Public Library Help members of our community by providing complimentary one to one financial planning advice at the Redwood City Public […]
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. […]
Overview: Join us for our annual meeting where we elect the 2019 Board of Directors, recognize our volunteers and enjoy time together. Comedy Sportz will provide entertainment you won't want […]
Overview: TOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act SPEAKER: Mike Morales, CPA, MST The 2017 Tax Cuts and Jobs Act changes many of the […]
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan […]