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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 […]
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The FPA of Silicon Valley invites you to our Valentine’s Day “Speed Mentoring” event, an event designed to spark professional connections between experienced planners and the next generation of financial professionals.
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You are invited to join Silicon Valley Community Foundation for a morning of connection, conversation, and insight with peers who are building the future of the advisory profession. |
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