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1 event,
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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. |
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Guide to 2026 Markets: Timely update on the economy & financial markets - Your Next Industry Education & Networking Meeting. 1.0 HOUR of CFP CEU TO BE OFFERED! |
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This session will explore strategies for protecting and providing for loved ones who rely on you financially. Our speakers will cover practical estate planning tools—such as trusts, beneficiary designations, and care provisions—that can help ensure stability and security for dependents. |
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THIS FIRM VISIT HAS BEEN CANCELLED 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 […]
$10.00
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