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 a faculty of highly experienced and nationally known deans and mentors, program participants or residents spend their days role-playing and working through real-life financial planning […]

Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program, UCSCX PFP alumni, and for members of the Financial Planning Association (any chapter).  These meetings are not open to the general public. Topic: Preparing for the CFP®Exam Overview: The CFP® exam seems a mystery. You hear it […]

Overview: Location is Redwood City Library, 1044 Middlefield Rd, Redwood City, CA. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration

*Please note the time for this meeting is 4:00 - 6:00 pm. Topic: Economic Update - More Growth Ahead in 2020 Speaker: Bryce Gill, Economic Analyst - First Trust Featured Partner: Todd Barney, Invesco Overview: With a record-long bull market and the recent inversions in the yield curve, worries about a coming recession have been […]

Overview: Location is San Mateo Library, 55 W 3rd Ave. San Mateo, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration

Overview: TBA Location: TBA Registration: TBA

Overview: Topic: Capital Gains Tax Deferral and Avoidance Strategies Mike Ryan will present multiple alternatives to paying long-term capital gains taxes on appreciated assets. The presentation will focus primarily in the real estate space, yet will describe how you can apply in some circumstances to personal property. Learning Objective: Gain a basic grasp of different […]

Overview: Location is Menlo Park Library, 800 Alma Street, Menlo Park, CA. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration

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 Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Please join us for the last NexGen gathering of 2019 when we get together […]

Overview: Join us for our annual meeting where we elect the 2020 Board of Directors, recognize our volunteers and enjoy time together.  The Murder Mystery Co. will provide interactive entertainment you won't want to miss! Heavy appetizers and desserts will be served.  Limited wine and beer selections will be available. About the Speakers: More information […]