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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20260410T113000
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DTSTAMP:20260316T145505Z
CREATED:20260113T220417Z
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SUMMARY:April 2026 Chapter Luncheon
DESCRIPTION:Join us for our April meeting featuring speakers Rebecca Paul and Andrea Korsunsky from Jewish Family & Children’s Services (JFCS). Our speakers will discuss the distinct ways fiduciaries can support vulnerable individuals\, how fiduciary involvement can shape long-term outcomes\, and the complexities that arise when navigating client needs across different phases of life. This Lunch & Learn will equip planners with knowledge they can immediately apply in their practice.\n1.0 HOUR of CFP CEU TO BE OFFERED\nClick the Events Website link below to register
URL:https://www.fpasv.org/event/april-2026-chapter-luncheon
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:20260416T170000
DTEND;TZID=America/Los_Angeles:20260416T190000
DTSTAMP:20260305T161648Z
CREATED:20260114T030335Z
LAST-MODIFIED:20260305T161648Z
UID:4609-1776358800-1776366000@www.fpasv.org
SUMMARY:April 2026 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/april-2026-nextgen-social
LOCATION:Hapa’s Brewing Company\, 460 Lincoln Ave\, Ste 90\, San Jose\, California\, 95126
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DTSTART;TZID=America/Los_Angeles:20260422T150000
DTEND;TZID=America/Los_Angeles:20260422T160000
DTSTAMP:20260316T154514Z
CREATED:20260316T151938Z
LAST-MODIFIED:20260316T154514Z
UID:4749-1776870000-1776873600@www.fpasv.org
SUMMARY:Programming Committee Meeting
DESCRIPTION:Join us for the Silicon Valley Chapter’s Quarterly Programming Committee Meeting\, an open and collaborative forum where members come together to plan\, shape\, and elevate the events that define our community. Whether you’re passionate about building engaging quarterly programs\, supporting Next Gen educational initiatives\, or brainstorming ideas for our annual networking events\, this is a terrific opportunity to get involved and make an impact.\nAs part of this committee\, you’ll gain invaluable behind the scenes insight into how our chapter’s events come to life. Members will have the change to:\n\n\nCollaborate on event topics that serve the needs and interests of our diverse membership\n\n\nCoordinate between NexGen programming and career development events to create aligned\, impactful educational offerings\n\n\nLearn best practices from experienced committee members\, including how to partner with venues\, work with speakers\, and manage event logistics\n\n\nShape the direction of the chapter’s programming and help strengthen our community\n\n\nParticipating in this committee is not only a meaningful way to give back to the chapter- it’s also a great opportunity for personal and professional growth. Committee members build leadership skills\, expand their networks\, and contribute directly to creating vibrant\, connected chapter.\nMEMBERS ONLY EVENT – Click the Events Website link below to register
URL:https://www.fpasv.org/event/programming-committee-meeting
LOCATION:Zoom Interactive Webinar
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DTSTART;TZID=America/Los_Angeles:20260428T140000
DTEND;TZID=America/Los_Angeles:20260428T160000
DTSTAMP:20260305T155139Z
CREATED:20251017T154011Z
LAST-MODIFIED:20260305T155139Z
UID:4459-1777384800-1777392000@www.fpasv.org
SUMMARY:April 28 2026 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/april-28-2026-firm-office-visit
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
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