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.
May 2024 Chapter Meeting
Date & Time: Thursday, May 9, 2024, 11:30 am – 1:30 pm
Topic: AI Intro & Practical Use Cases for Financial Professionals
Speaker: David Itzkovits, CFA
Location: Delta Hotel Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA 95054
Registration: Click Here
Annual Conferences
Annual FPA NorCal Conference
Date & Time: May 28 & 29 2024
Location: The Palace Hotel, 2 New Montgomery Street, San Francisco
Registration: click here to RSVP
Announcements
2024 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