November 2024 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

TOPIC: New Perspectives on Roth Conversion

November 2024 Next-Gen Social

Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, United States

Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers.

December 2024 Annual Holiday Party

Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

Save the Date for Our Holiday Hats Party—Games, Fun, and Prizes!