March 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Intentional Giving

April 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market

May 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Welcome Back, Income

July 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Topic & Speaker TBD

FPA FarWest Roundup

Stevenson College (University of California Santa Cruz) 1156 High St, Santa Cruz, CA, United States

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow […]

September 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Topic: Chapter Meeting: Let's Protect Our Kids, From Being Kids. Join us for an insightful discussion on these critical aspects of estate planning and asset protection, as we empower clients to make informed decisions for their financial security and legacy preservation. Speaker: Kern Singh, Esq of Singh Law Firm

Oct 2023 Annual Ethics Hybrid Seminar

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Topic: Annual Ethics Hybrid Seminar, Speaker: Curt Weil