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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 in 1969—we’ve come a long way since then and the best is yet to come! Review the highlights of the evolution of our profession as […] |
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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 tour will be located at their Cupertino office. Space is limited; pre-registration is required. Sign up here. Have you ever wondered if there was another […]
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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 and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Join us for a social on […] |
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