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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;VALUE=DATE:20250807
DTEND;VALUE=DATE:20250811
DTSTAMP:20250516T230736Z
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UID:4170-1754524800-1754870399@www.fpasv.org
SUMMARY:36th Annual FPA Far West Roundup
DESCRIPTION:  \n  \nRSVP & LEARN MORE\nThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. \nThis is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.
URL:https://www.fpasv.org/event/36th-annual-fpa-far-west-roundup
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
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DTSTART;TZID=America/Los_Angeles:20250812T160000
DTEND;TZID=America/Los_Angeles:20250812T180000
DTSTAMP:20250701T222711Z
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UID:4045-1755014400-1755021600@www.fpasv.org
SUMMARY:August 2025 Summer Social
DESCRIPTION:  \n\n\nGAME ON!!\n[click event link below to register]\nTHE EVENT \nWe are bringing back this special event featuring an evening of extended networking opportunities in the fun atmosphere. Come enjoy some friendly competition as you will be divided into teams and can challenge each other to rounds of bocce ball**.  \n**you don’t need to play Bocce Ball to attend \nBOCCE BALL TEAMS \nIf you would like to participate in the bocce ball games\, we will have sign-up sheets. No experience necessary! You will be provided game instructions and coaching. This is more about team-building while laughing along the way! \n  \n\n\nMore Information\nTicket price includes: heavy appetizers\, ice water & iced tea. \nNo host or cash bar for purchase of any alcoholic drinks
URL:https://www.fpasv.org/event/august-2025-summer-social
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
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DTSTART;TZID=America/Los_Angeles:20250812T184500
DTEND;TZID=America/Los_Angeles:20250812T204500
DTSTAMP:20250725T144423Z
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UID:4320-1755024300-1755031500@www.fpasv.org
SUMMARY:Regional SF Giants Vs the San Diego Padres Baseball Game
DESCRIPTION:Join us for a night to remember! Tickets are $32 each and the deadline to purchase is August 1st! We look forward to bringing the regional FPA community (hosted by FPA San Francisco) together for some fun and camaraderie. Go Giants! \n[click registration link below]
URL:https://www.fpasv.org/event/regional-sf-giants-vs-the-san-diego-padres-baseball-game
LOCATION:Oracle Park Stadium\, 24 Willie Mays Plaza\, San Francisco\, CA\, 94107\, United States
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DTSTART;VALUE=DATE:20250821
DTEND;VALUE=DATE:20250822
DTSTAMP:20250709T050838Z
CREATED:20250528T075708Z
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UID:4192-1755734400-1755820799@www.fpasv.org
SUMMARY:NexGen Mastermind Session: Lessons in Behavioral Finance
DESCRIPTION:The upcoming NexGen Mastermind Session on Lessons in Behavioral Finance will explore new research on relationship dynamics in financial advising. The session will examine whether gender influences advisor selection\, how financial anxiety and investor confidence relate to advisor use\, and how major life events may shape financial intentions—especially when guided by a financial advisor.\n5:00pm-5:15pm: People arrive and grab snacks\n5:15pm-5:30pm: Introductions\n5:30pm-6:30pm: Presentation\n6:30pm-7:00pm: Networking\nThe event is complimentary and open to all\, including FPA\, NexGen\, and non-members.\n_______________________________________ \nSpeaker:\n  \n \n\nClick the events page [website] link to register \n(note: meeting will be in the 1st floor conference room; close to the entrance)
URL:https://www.fpasv.org/event/nexgen-mastermind-session-lessons-in-behavioral-finance
LOCATION:Santa Clara Towers\, 3965 Freedom Circle\, Santa Clara\, CA\, 95054\, United States
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DTSTART;TZID=America/Los_Angeles:20250828T080000
DTEND;TZID=America/Los_Angeles:20250828T153000
DTSTAMP:20250703T155043Z
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UID:4279-1756368000-1756395000@www.fpasv.org
SUMMARY:FPA Kitces IAR Ethics CE Day 2025
DESCRIPTION:Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP\, CIMA\, CPWA\, American College\, CPA\, and other advisor designations at this year’s Kitces IAR Ethics CE Day. This event will be delivered virtually by some of the most engaging and relevant ethics and regulatory experts in our industry. \nIn 2022\, a series of 7 states (including California in 2024) implemented the first-ever CE obligation for Investment Adviser Representatives (IARs)\, and since then additional states continue to be added each year. At its core\, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule. \nIf you are an FPA Member\, select the “Yes” option in the registration\n[click the website link below to register\, see the agenda\, and more details]
URL:https://www.fpasv.org/event/fpa-kitces-iar-ethics-ce-day-2025
LOCATION:CA
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