Overview: Frank Paré, CFP®, 2018 FPA President, and Evelyn Zohlen, CFP®, 2018 FPA President-Elect, will visit our chapter for our November Chapter Meeting. Please join us to welcome them and hear the latest happenings with FPA as they share what FPA is working on at the national level and how it translates to the chapter […]
Financial Planning Day - November 17, 2018, Redwood City Public Library Help members of our community by providing complimentary one to one financial planning advice at the Redwood City Public Library. Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics […]
FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. 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: This […]
Overview: Join us for our annual meeting where we elect the 2019 Board of Directors, recognize our volunteers and enjoy time together. Comedy Sportz will provide entertainment you won't want to miss! Heavy appetizers and desserts will be served. Limited wine and beer selections will be available. Note the meeting time will be 4:00 - […]
Overview: TOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act SPEAKER: Mike Morales, CPA, MST The 2017 Tax Cuts and Jobs Act changes many of the tax planning conversations planners have with clients and introduces new ones. Instead of reviewing all the changes of the tax law at a high level, […]
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: Topic: Estate Planning Speaker: E.J. Hong Location is 700 South B Street, Suite 200, […]
Overview: Getting Started with LinkedIn Note: Level of complexity is Intermediate; not beginner level. Social networks are a time and cost-efficient way for financial advisors to market themselves. While social networks like Twitter and Facebook definitely have their place, LinkedIn is by far the most valuable for planners and advisors. LinkedIn is now an all-in-one […]
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. Surviving an Audit of Your Practice (California) ****Please join us in this collaborative session between […]
Overview: TOPIC: Using Option Strategies for Financial Planning Solutions Featured Partner: Wendy Hales, Innovative Portfolios, LLC About the Speakers: Jim Murphy of Innovative Portfolios, LLC. will be our speaker. Registration: Click here to register.
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: Join us for a NexGen happy hour. RSVP is appreciated but not required. Walk-ins […]