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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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UID:4477-1792069200-1792083600@www.fpasv.org
SUMMARY:October 15 2026 FinTech Symposium
DESCRIPTION:The FPA of Silicon Valley is hosting it’s first annual Financial Technology Symposium\, a dynamic exploration of how technology is reshaping the financial planning profession. This year’s focus is on AI; from CRM and financial planning software to data analytics and AI-driven client engagement tools\, technology continues to redefine how planners deliver advice\, streamline operations\, and add value for clients.\n[click website link below to RSVP]\n\n\n\n 
URL:https://www.fpasv.org/event/fintech-symposium
LOCATION:Wells Fargo Innovation Center\, 1302 El Camino Real\, Menlo Park\, CA\, 94025\, United States
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DTSTART;TZID=America/Los_Angeles:20261027T140000
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UID:4465-1793109600-1793116800@www.fpasv.org
SUMMARY:October 27 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. \nCOMING SOON-Click the events page [website] link to register 
URL:https://www.fpasv.org/event/october-27-2026-firm-office-visit
LOCATION:Venue TBD
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