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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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UID:4619-1784221200-1784228400@www.fpasv.org
SUMMARY:July 2026 NexGen Work on a Case Study Educational Session
DESCRIPTION:Dive into an interactive learning experience with our “Work on a Case Study” seminar. Apply financial planning concepts in a real-world scenario\, collaborate with peers\, and sharpen your problem-solving and decision-making skills. This hands-on session is designed to help you translate knowledge into practical strategies you can use in your practice. \nClick the events page [website] link to register 
URL:https://www.fpasv.org/event/july-2026-nexgen-work-on-a-case-study-educational-webinar
LOCATION:Corinthian Wealth Management\, 1625 The Alameda Suite #308\, San Jose\, CA\, 95126\, United States
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DTSTART;TZID=America/Los_Angeles:20260728T140000
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UID:4462-1785247200-1785254400@www.fpasv.org
SUMMARY:July 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/july-28-2026-firm-office-visit
LOCATION:Morgan Stanley Wealth Management\, 411 Borel Ave- 2nd Floor\, San Mateo\, CA\, 94402\, United States
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DTSTART;VALUE=DATE:20260730
DTEND;VALUE=DATE:20260803
DTSTAMP:20260603T162301Z
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UID:4859-1785369600-1785715199@www.fpasv.org
SUMMARY:37th Annual FPA Far West Roundup
DESCRIPTION:  \n  \nRSVP & LEARN MORE\nThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. \nThis is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.
URL:https://www.fpasv.org/event/37th-annual-fpa-far-west-roundup
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
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