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We 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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Volunteers 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 speak Spanish, please volunteer as we are in need of additional Spanish-speaking planners and logistics volunteers. Click here to volunteer and find out more information: […] |
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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. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Join […]
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