|
Monday
|
Tuesday
|
Wednesday
|
Thursday
|
Friday
|
Saturday
|
Sunday
|
|---|---|---|---|---|---|---|
|
0 events,
|
0 events,
|
1 event,
-
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 Association (any chapter). These meetings are not open to the general public. Upcoming Meeting Date and Time: Wednesday, October 3rd, 2018, 12:00 – 1:30 pm […] |
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
1 event,
-
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 (in the Pruneyard). Space is limited; pre-registration is required. Sign up here. Parking: Parking is free; open parking has 2-hour limits; the parking structure in […] |
1 event,
-
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 gain from this session: - How to help clients fulfill their charitable / philanthropic intents by creating a “Family Giving Plan”. - How to be […] |
0 events,
|
1 event,
-
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 that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not […] |
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
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,
-
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. Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers […] |
0 events,
|