35th Annual FPA Far West Roundup

UC Santa Cruz 1156 High St, Santa Cruz, CA, United States

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz.

September 2024 Chapter Meeting

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

Join Us For Investing During Election Years

2024 FPA National Conference

Greater Columbus Convention Center 400 N High Street, Columbus, OH, United States

FPA Annual Conference 2024 is a three-day event that will provide you what you need to pursue mastery in the business, practice and profession of financial planning. #fpaannual is where we bring together financial planners, thought leaders, service providers, and allied professionals to connect, learn from each other, and explore how you can impact your community. As the largest gathering of CFP® professionals each year, there won't be a better place to be this September.

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.

October 2024 Chapter Meeting

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

Join Us For Commercial Property Valuations and Tax Appeals

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.

November 2024 Chapter Meeting

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

TOPIC: New Perspectives on Roth Conversion