877.808.2699 execdirector@fpasv.org

May 2019 FPA Retreat

Hilton La Jolla Torrey Pines 10950 North Torrey Pines Road, La Jolla, CA, United States

Overview: More Information Coming Soon Location: Hilton La Jolla Torrey Pines, 10950 North Torrey Pines Road, La Jolla Register: https://fparetreat.org/register-2019/

May 2019 Chapter Meeting

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

Overview: TOPIC: Buy/Sell a Practice SPEAKER: Christine Sjolin, VP. Strategic Development & Operations, FP Transitions Join us for an update on M&A activity on financial advisory practices, and learn what trends […]

May 2019 Financial Planning Day

Santa Clara Central Park Public Library 2635 Homestead Road, Santa Clara, CA, United States

Overview: Save the date. Volunteers needed. To learn more or to volunteer click the link below Volunteer Registration

May 2019 NexGen Meeting

Abacus Wealth Partners 700 South B Street, Suite 200, San Mateo, CA, United States

FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan […]

June 2019 FPA NexGen Gathering

Loyola University 6363 St Charles Ave, New Orleans, LA, United States

Overview: Come “Take Action Together” at Gathering 2019 in beautiful New Orleans, a dynamic city full of culture, history, and exciting adventures! This event provides an opportunity to discuss hot topics and trends […]

June 2019 FPA Advocacy Day – Washington, DC

Overview: FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession […]

June 2019 FPA Residency

The Hyatt Regency Aurora 13200 East 14th Place, Aurora, CO, United States

Overview: ​​​What is FPA Residency program? ​It a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by […]

Triple Treat Networking Event

Vault 164 154 South B Street, San Mateo, CA

Join FPASV, CalCPA and Asian Pacific American Bar Association (APABA) for our annual Triple Treat Networking Event. Date: Thursday, June 20, 2019, 5:30 pm Location: Vault 164 Restaurant and Bar, […]