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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 […] |
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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 of Silicon Valley and our volunteer opportunities. Wednesday, November 7, 2018. 5:30 - 7:30 pm. Appetizers provided, no host bar. Location: Vino Vino, 199 S. […] |
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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 hear the latest happenings with FPA as they share what FPA is working on at the national level and how it translates to the chapter […] |
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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 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 […] |
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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: This […] |
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