February 2023 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CATOPIC: Investing in the Low-Carbon Leaders of the Future
$40
877.808.2699
execdirector@fpasv.org
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Joint Chapter Meeting with SCCEPC & FSP
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CASocial Security Program Updates
March 2023 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CAIntentional Giving
April 2023 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CAM&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, CAWelcome Back, Income
June 2023 Chapter Meeting (No Meeting)
No Meeting This Month
July 2023 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CATopic & Speaker TBD
NexGen Networking Social – Giants vs. A’s Game
Oracle Park Stadium 24 Willie Mays Plaza, San Francisco, CA, United StatesInvitation and more details to follow (Will be sent end of May)
August 2023 Bocce Ball Networking Social
Campo di Bocce 565 University Ave, Los Gatos, CABringing back to fun & competitive summer social event.
FPA FarWest Roundup
Stevenson College (University of California Santa Cruz) 1156 High St, Santa Cruz, CA, United StatesThe 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 […]