|
Monday
|
Tuesday
|
Wednesday
|
Thursday
|
Friday
|
Saturday
|
Sunday
|
|---|---|---|---|---|---|---|
|
0 events,
|
0 events,
|
1 event,
-
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 a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? If you’ve ever asked yourself any of […] |
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
1 event,
-
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 mudslides in Santa Barbara). Attendees will also learn about loss prevention and mitigation techniques to better protect our mutual clients who are exposed to these […] |
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
1 event,
-
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 Forum Group, and the FPASV’s Brown Bag Lunch team. A light lunch will be served. Registration is required and seating will be limited.**** Engaging clients […] |
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
1 event,
-
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 […] |
0 events,
|
0 events,
|
0 events,
|