Overview: Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? If you’ve ever asked yourself any of […]
Overview: UNDERSTANDING CATASTROPHIC RISKS IN CALIFORNIA Attendees will learn about the perils of wildfire, earthquake, mudslide and water damage (highlighting recent examples in California including the Northern CA wildfires and mudslides in Santa Barbara). Attendees will also learn about loss prevention and mitigation techniques to better protect our mutual clients who are exposed to these […]
Overview Generational Differences in Client Engagement: How to Adapt to Different Generational Needs and Capabilities ****Please join us in this collaborative session between the UCSCX In Silicon Valley’s PFP Student Forum Group, and the FPASV’s Brown Bag Lunch team. A light lunch will be served. Registration is required and seating will be limited.**** Engaging clients […]
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: Join […]
Join us for this annual social. FPA of Silicon Valley, Asian Pacific American Bar Association and CalCPA are the hosts of this annual social, a Triple Treat for all those who attend! Register by June 14th for only $10/members, $20/non-members to enjoy appetizers and a beverage on us. Walk-in and late registrations are welcome at […]
Overview: Crucial Estate Planning Issues for Elders: Powers of Attorneys, Long-Term Care Planning, and Medi-Cal Are your clients or loved ones age 60 or older, and concerned about being able to afford long-term care in the home or elsewhere? Are they concerned about the government coming after their home or assets if they enroll in […]
Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday, July 13th. Curt Weil, CFP® will once again be the presenter. To register for Ethics click here. To register for both Ethics and the Chapter Meeting, click here. Attendance at the Chapter Meeting is not required to attend the Ethics session. […]
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. This Event […]
7th Annual Bocce Event Join FPA of Silicon Valley on Thursday, August 16th for this annual event filled with lots of laughter, fun, food and competition. No bocce experience required! FPA Members, allied professionals and prospective members are encouraged to attend this social event. Save the date and Register Here. Price increases closer to the […]
Overview: To Think, Feel, Act, and Learn Like a Financial Planner – A presentation 50 years in the making! Our profession traces its roots back to a confab in Chicago in 1969—we’ve come a long way since then and the best is yet to come! Review the highlights of the evolution of our profession as […]