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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.\nInformation and Instructions will follow after registration \nTo sign up: https://schedule.planhero.com/events/deecffc04/redwood-city-financial-planning-day-2025 \nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Darien Tung\, via email: darien.a.tung@ampf.com with a cc: Christina Patel via email: christina.patel@ampf.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-11
LOCATION:Redwood City Public Library\, 1044 Middlefield Rd\, Redwood City\, CA\, 94063
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DTSTART;TZID=America/Los_Angeles:20251016T170000
DTEND;TZID=America/Los_Angeles:20251016T190000
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SUMMARY:October 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/october-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
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DTSTART;TZID=America/Los_Angeles:20251018T103000
DTEND;TZID=America/Los_Angeles:20251018T140000
DTSTAMP:20250929T165530Z
CREATED:20250929T165530Z
LAST-MODIFIED:20250929T165530Z
UID:4359-1760783400-1760796000@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.\nInformation and Instructions will follow after registration \nTo sign up: https://app.planhero.com/meetings/5078-october-2025-san-mateo-financial-planning-day \n_________________________________ \nParticipants needing pro bono services \nTo sign up: https://sanmateopublic.libcal.com/event/15373105 \nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Kalvin Sid\, via email: kalvin@sidfinancial.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-10
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
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DTSTART;TZID=America/Los_Angeles:20251030T080000
DTEND;TZID=America/Los_Angeles:20251030T153000
DTSTAMP:20251010T203708Z
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LAST-MODIFIED:20251010T203708Z
UID:4411-1761811200-1761838200@www.fpasv.org
SUMMARY:Kitces Tax Intensive CE Day
DESCRIPTION:About Kitces Tax Intensive CE Day\n\nFulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP\, CIMA\, CPWA\, American College\, CPA\, and other advisor designations at this year’s Kitces Tax Intensive CE Day. This event will be delivered virtually by some of the most engaging and relevant experts in our industry. \nIn 2022\, a series of 7 states 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.
URL:https://www.fpasv.org/event/kitces-tax-intensive-ce-day
LOCATION:CA
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