|
Monday
|
Tuesday
|
Wednesday
|
Thursday
|
Friday
|
Saturday
|
Sunday
|
|---|---|---|---|---|---|---|
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
1 event,
-
With the TCJA set to expire, rising fraud risks, and 12,000 Americans turning 65 each day, your clients face complex planning challenges. Learn how to collaborate more effectively with financial advisors, optimize tax strategies, and guide wealth transfers that go beyond numbers. This is your playbook for helping clients win in 2025 and beyond—don’t miss the Super Bowl of planning. |
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
1 event,
-
Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. |
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
0 events,
|
|
0 events,
|
1 event,
-
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.
$10.00
|
0 events,
|
0 events,
|
0 events,
|
1 event,
-
Looking for Certified Financial Advisors For Pro Bono/Planners in the Library. |
0 events,
|