Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: San Mateo Library, 55 West 3rd Avenue, San Mateo Time: 10:00 am - 2:00 pm » Click here for more information or to register as a volunteer ____________________________________________ For Interested Community Members: Come to Financial Planning Day in San Mateo and get free, objective, no-strings-attached financial advice from CERTIFIED […]

Topic: Chapter Meeting: Everything you wanted to know about Financial Therapy...but didn't ask, Speaker: Elana Feinsmith

Annual Holiday Party with Ugly Holiday Sweater Contest & Fun Activities

This meeting will focus on his presentation describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.

Mix, Mingle, Sip with FPASV's 2024 Board at Networking Bash

You are invited to hear insights from Bob Fields, member of the J.P. Morgan Global Fixed Income, Commodities and Currency Team. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, he will share thoughts on the current economic landscape, interest rates and inflation outlook & opportunities in fixed income for 2024.

Learn About The Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act

Join us for a captivating Industry Insights Chat where a panel of distinguished members will share invaluable insights and advice on business best practices.

Looking for Certified Financial Advisors For Pro Bono/Planners in the Library

AI Intro & Practical Use Cases for Financial Professionals