Join FPA for One Connection™ to Your Professional Community
The Financial Planning Association® (FPA®) is a Powerful Resource for CFP®Professionals and Financial Planning Professionals Who Seek Advancement in a Dynamic, Growing Profession.FPA® delivers One Connection™ to top-quality professional development, critical business and career-building resources, and a community committed to elevating the profession. Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels.
January 2025 Chapter Meeting
Date & Time: Tuesday, January 14, 2025, 11:30 am – 1:30 pm
Topic: 1Q25 Guide to the Markets
Speaker: Gabriela Santos, Chief Market Strategist of the Americas, JP Morgan
Location: Maggiano’s (Santana Row), 3055 Olin Ave Suite 1000, San Jose, CA 95128
Registration: Click Here To RSVP
Announcements
2025 Leadership Opportunities
Our Chapter is seeking board and committee members. Sign-up if you want to see this chapter grow and continue to be successful! It will help you to strengthen your community and leadership skills. Contact Tonia Forbus to learn more.
Dates for 2024 Chapter Meetings – Mark Your Calendar
In-person meetings in 2024 will be held at the Delta Hotel Silicon Valley on the 2nd Thursdays from 11:30 am – 1:30 pm. The We look forward to seeing you at our meetings!
Member Resources
From Our Partners
From Mike Gallagher, Finance of America Mortgage
Let’s work together to solve our client’s liquidity concerns in Retirement! This easy to use calculator allows you, and your client, to quickly determine what amount of equity can be readily available from a primary residence. Share this with any of your clients that would like to explore leveraging their untapped home equity to help them restructure their balance sheet or buy more time to help their portfolio recover during these unprecedented times.
The Home Equity Liquidity Calculator
2024 Gold Partners
2024 Silver Partners
