Join us for our last Financial Firm Tour for 2018. This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell (in the Pruneyard). Space is limited; pre-registration is required. Sign up here. Parking: Parking is free; open parking has 2-hour limits; the parking structure in […]
Performance Excellence: Asset Acquisition Success Through Community Involvement and Philanthropic Planning Overview: Please note that the session information has been updated. This session will focus on philanthropic planning. Advisors will gain from this session: - How to help clients fulfill their charitable / philanthropic intents by creating a “Family Giving Plan”. - How to be […]
Financial Planning Day - October 14, 2018, Sunnyvale Library Help members of our community by providing complimentary one to one financial planning advice at the Sunnyvale 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 Volunteers do not […]
Financial Planning Day - November 3, 2018, San Mateo Library Help members of our community by providing complimentary one to one financial planning advice at the San Mateo 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 Volunteers […]
Join us after work for a casual chapter social and networking event - Welcome Wednesday! Socialize with FPA members and meet our current board members to learn more about FPA of Silicon Valley and our volunteer opportunities. Wednesday, November 7, 2018. 5:30 - 7:30 pm. Appetizers provided, no host bar. Location: Vino Vino, 199 S. […]
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, […]