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.
October 2024 Chapter Meeting
Date & Time: Thursday, November 14, 2024, 11:30 am – 1:30 pm
Topic: New Perspectives on Roth Conversion
Speaker: Barry H. Sacks, PhD, JD
Location: Delta Hotel Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA 95054
Registration: Click Here to RSVP
Monthly Next-Gen Social
Date & Time: Thursday, November 21 5:00 pm- 7:00 pm
Topic: Social to support the next generation of financial professionals & career changers
Location: Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA
Registration: Click Here to RSVP
November 2024 Pro Bono Event
Date & Time: Saturday, November 16, 2024, 10:30 am – 2:00 pm
Topic: Financial Advisors Needed For Pro Bono/Planners in the Library
Location: San Mateo Library, 55 West 3rd Avenue, San Mateo, CA 94402
Registration: Click Here To Sign Up
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
