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UID:4014-1757417400-1757424600@www.fpasv.org
SUMMARY:September 2025 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\n1.0 HOUR of CFP CEU APPROVED\n \n  \n \n 
URL:https://www.fpasv.org/event/september-2025-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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DTSTART;TZID=America/Los_Angeles:20250918T170000
DTEND;TZID=America/Los_Angeles:20250918T190000
DTSTAMP:20250306T143927Z
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UID:4035-1758214800-1758222000@www.fpasv.org
SUMMARY:September 2025 NextGen Social
DESCRIPTION: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. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/september-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
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DTSTART;TZID=America/Los_Angeles:20250930T140000
DTEND;TZID=America/Los_Angeles:20250930T150000
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UID:4080-1759240800-1759244400@www.fpasv.org
SUMMARY:September 30 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? \nAll 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/september-30-2025-firm-office-visit
LOCATION:Davalos Financial Advisors of Raymond James\, 333 W San Carlos St\, Suite 1650\, San Jose\, CA\, 95110\, United States
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