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X-WR-CALNAME:Financial Planning Association of Silicon Valley
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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20260509T110000
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UID:4807-1778324400-1778338800@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday\, May 9\, 2026\n\n\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Central Park Library Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nPlanning sessions will take place on Saturday\, May 9\, 11am to 3pm Pacific time.\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). \nFinancial planning volunteers are welcome and encouraged to sign up for one or two 2-hour shifts. \n\nLogistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits\, logistics volunteers will be allowed to sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise. \n\nRefreshments will be provided to our volunteers.\n\nThank you for your time\, and if you have questions\, please contact the event organizer\, Amado Rivera\, CFP(R)\, at:  amado.rivera@rbc.com See you there!\n\n\n[CLICK LINK BELOW TO SIGN-UP!!]
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-13
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
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DTSTART;TZID=America/Los_Angeles:20260513T080000
DTEND;TZID=America/Los_Angeles:20260513T170000
DTSTAMP:20260223T175615Z
CREATED:20260223T175615Z
LAST-MODIFIED:20260223T175615Z
UID:4706-1778659200-1778691600@www.fpasv.org
SUMMARY:2026 Conference on Charitable Giving
DESCRIPTION:Join Stanford University’s Office of Planned Giving and Silicon Valley Community Foundation to connect with allied professionals in law\, finance\, wealth management\, accounting\, investment services and philanthropy to learn how you can integrate creative charitable planning into your practice.\nMaximize Your Impact\nCharitable gift planning should be as much a part of a professional advisor’s toolkit as a thorough understanding of current tax law or the direction of the market. Stay current on the latest regulatory updates impacting the field and learn best practices and innovative strategies to help your clients leverage their assets to make impactful charitable gifts.
URL:https://www.fpasv.org/event/2026-conference-on-charitable-giving
LOCATION:Frances C. Arrillaga Alumni Center at Stanford University\, 326 Galvez Street\, Stanford\, CA\, 94305\, United States
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DTSTART;TZID=America/Los_Angeles:20260521T170000
DTEND;TZID=America/Los_Angeles:20260521T190000
DTSTAMP:20260520T134804Z
CREATED:20260114T033302Z
LAST-MODIFIED:20260520T134804Z
UID:4617-1779382800-1779390000@www.fpasv.org
SUMMARY:May 2026 NexGen Interviewing with RIAs Educational Meeting
DESCRIPTION:[NOTICE: DATE CHANGE FROM MAY 20 TO MAY 21]\nJoin us for an insightful educational seminar\, “Interviewing with RIAs”\, featuring guest speaker Darci Smith\, an experienced recruiter for independent RIAs. Gain valuable tips on navigating the RIA hiring process\, standing out in interviews\, and understanding what firms are really looking for in candidates. Whether you’re exploring opportunities or seeking a career move\, this session will equip you with practical strategies to succeed.\nClick the Events Website link below to register
URL:https://www.fpasv.org/event/may-2026-nexgen-interviewing-with-rias-educational-webinar
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
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DTSTART;VALUE=DATE:20260526
DTEND;VALUE=DATE:20260528
DTSTAMP:20251029T170633Z
CREATED:20251029T170600Z
LAST-MODIFIED:20251029T170633Z
UID:4481-1779753600-1779926399@www.fpasv.org
SUMMARY:54th Annual FPA NorCal Conference
DESCRIPTION:54th Annual FPA NorCal Conference\nMARK YOUR CALENDARS\, BUT TO LEARN MORE: https://www.fpanorcal.org/\n\n\nWhat is FPA NorCal?\n\n\n\n\nThe FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge\, elevate their expertise\, and grow their businesses. For over 50 years\, we have been committed to delivering cutting-edge education\, professional development\, and industry insights that help shape the future of financial planning.
URL:https://www.fpasv.org/event/54th-annual-fpa-norcal-conference
LOCATION:Palace Hotel\, 2 New Montgomery St\, San Francisco\, CA\, 94105\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260527T173000
DTEND;TZID=America/Los_Angeles:20260527T190000
DTSTAMP:20260424T042024Z
CREATED:20260424T040344Z
LAST-MODIFIED:20260424T042024Z
UID:4783-1779903000-1779908400@www.fpasv.org
SUMMARY:Annual FPA NorCal NexGen Reception
DESCRIPTION:We’re excited to host our annual Regional NexGen Reception in conjunction with the 54th FPA NorCal Conference\, bringing together NexGen members from across Northern California\, including San Francisco\, East Bay\, and Silicon Valley\, as well as out-of-state attendees\, for an evening of connection\, drinks\, and community. \nDrinks and hors d’oeuvres will be served\, and all NexGen members (and non-members) are welcome to attend\, even if you are not registered for the conference. \nRegistration is free\, but space is limited. \nReserve your spot and RSVP by May 6th!
URL:https://www.fpasv.org/event/annual-fpa-norcal-nexgen-reception
LOCATION:The Palace Hotel (French Parlor)\, 2 Montgomery St\, San Francisco\, CA\, 94105\, United States
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DTSTART;TZID=America/Los_Angeles:20260528T130000
DTEND;TZID=America/Los_Angeles:20260528T140000
DTSTAMP:20260512T214458Z
CREATED:20260512T212855Z
LAST-MODIFIED:20260512T214458Z
UID:4823-1779973200-1779976800@www.fpasv.org
SUMMARY:EXCLUSIVE WEBINAR: SILICON VALLEY CHAPTER  - A Smarter Growth System for FPA: What’s Changing with Planner Search and How to Turn it into Client Growth
DESCRIPTION:  \n  \n  \n  \n  \nFPA has partnered with Snappy Kraken to rebuild PlannerSearch from the ground up — transforming it from a static directory into a lead generation engine that actively connects consumers with financial planners like you. \nMore visibility is coming. The planners who benefit most will be the ones who already have a system in place to capture and convert those opportunities. \nJoin us for this exclusive chapter session to see exactly what’s changing — including a live look at the new PlannerSearch — and learn how to turn that visibility into real client growth at every stage of your practice. \nWhat you’ll learn:\n\nWhat the PlannerSearch rebuild means for how prospects find and choose you\nWhy more visibility doesn’t automatically lead to more clients — and what does\nHow to identify where your growth is stalling and what to do about it\nWhat Snappy Kraken does and how it supports your specific growth stage\nHow the FPA–Snappy Kraken partnership is designed to help members grow\n\n \n\n\n\n\nCOMPLIMENTARY TO FPA SILICON VALLEY MEMBERS ONLY – CLICK WEBSITE LINK BELOW TO RSVP
URL:https://www.fpasv.org/event/exclusive-webinar-silicon-valley-chapter-a-smarter-growth-system-for-fpa-whats-changing-with-planner-search-and-how-to-turn-it-into-client-growth
LOCATION:CA
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