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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20250612T180000
DTEND;TZID=America/Los_Angeles:20250612T200000
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UID:4029-1749751200-1749758400@www.fpasv.org
SUMMARY:June 2025 NextGen Social- SJ Baseball Game
DESCRIPTION:In lieu of our June 19 NexGen social\, we’re excited to offer something a little different—a night out at the ballpark filled with baseball\, camaraderie\, and fun. The evening will have the San Jose Giants go head-to-head with the Stockton Ports. It’s a great opportunity to enjoy America’s favorite pastime and connect with other NexGen members. Whether you’re a longtime fan or new to the game\, we hope you’ll join us for this memorable event. \nCOMPLIMENTARY TICKETS ARE AVAILABLE FROM FPASV!! \nPlease find our NexGen Chair\, Claudia Deras (see pic below) near the GOT QUESTIONS stand at the entrance (see pic below) to provide you tickets compliments of FPASV!! \nIf you show up early enough\, I believe you can find parking on the street. If not\, there are three lots: \n\nSan Jose Giants Main Lot – $20\nSan Jose State Golf Lot – $20\nHappy Hollow K1 Lot (Senter Road) – $15\n\n \n  \n  \n  \n  \n 
URL:https://www.fpasv.org/event/june-2025-nextgen-social
LOCATION:San Jose Excite Ballpark\, 588 E. Alma Ave\, San Jose\, CA\, 95112\, United States
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DTSTART;TZID=America/Los_Angeles:20250618T113000
DTEND;TZID=America/Los_Angeles:20250618T130000
DTSTAMP:20250530T164707Z
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UID:4172-1750246200-1750251600@www.fpasv.org
SUMMARY:June 2025 Regional Ethics Webinar
DESCRIPTION:[see registration link below under website]\n  \nSPEAKER:\nCurt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \n \nSUMMARY:\nThis program fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s latest Code of Ethics and Standards of Conduct. \nThe goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. \nSPEAKER BIO:\n45+ years as a stockbroker\, financial planner\, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California\, Santa Cruz. \nMore Information\n2.0 approval pending for CFP CEU is available for this session.\n**You will need to be logged into your computer or Zoom app and take a poll near the end of the meeting to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer. \nNo refunds after June 10. \n 
URL:https://www.fpasv.org/event/june-2025-regional-ethics-webinar
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20250621T110000
DTEND;TZID=America/Los_Angeles:20250621T150000
DTSTAMP:20250528T074331Z
CREATED:20250528T074149Z
LAST-MODIFIED:20250528T074331Z
UID:4183-1750503600-1750518000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.\n\nPlease 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 have to be).\n\nThe logistic volunteers will assist with checking in arriving attendees\, trouble shooting and collecting survey responses as attendees exit each session.\n\nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Amado Rivera\, via email: amado.rivera@rbc.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-9
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
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DTSTART;TZID=America/Los_Angeles:20250624T140000
DTEND;TZID=America/Los_Angeles:20250624T150000
DTSTAMP:20250202T002107Z
CREATED:20250117T104545Z
LAST-MODIFIED:20250202T002107Z
UID:4078-1750773600-1750777200@www.fpasv.org
SUMMARY:June 24 2025 Firm Office Visit
DESCRIPTION:Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services.  You will also learn more about the various business and compensation models practiced by firms of different types and sizes. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor? \n All are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer)\, this is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/june-24-2025-firm-office
LOCATION:Traveka Wealth\, 175 S. San Antonio Road\, Suite 101\, Los Altos\, CA\, 94022\, United States
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