Topic: Annual Ethics Hybrid Seminar, Speaker: Curt Weil

Topic: Chapter Meeting: 3 Strategies That Will Amplify Your Networking Efforts And Generate More Revenue! Speaker: Cameo Roberson, Atlas Park Consulting & Finance

Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: Redwood City Library, 1044 Middlefield Road, Redwood City Time: 10:00 am - 2:00 pm » Click here for more information or to register as […]

Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: San Mateo Library, 55 West 3rd Avenue, San Mateo Time: 10:00 am - 2:00 pm » Click here for more information or to register […]

Topic: Chapter Meeting: Everything you wanted to know about Financial Therapy...but didn't ask, Speaker: Elana Feinsmith

Annual Holiday Party with Ugly Holiday Sweater Contest & Fun Activities

This meeting will focus on his presentation describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.

Mix, Mingle, Sip with FPASV's 2024 Board at Networking Bash

You are invited to hear insights from Bob Fields, member of the J.P. Morgan Global Fixed Income, Commodities and Currency Team. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, he will share thoughts on the current economic landscape, interest rates and inflation outlook & opportunities in fixed income for 2024.

Learn About The Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act