November 2023 Chapter Meeting

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

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

December 2023 Holiday Party

Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

Annual Holiday Party with Ugly Holiday Sweater Contest & Fun Activities

January 2024 Chapter Meeting

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

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.

Meet The Board

Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, United States

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

February 2024 Chapter Meeting

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

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.

March 2024 Chapter Meeting

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

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

April 2024 Chapter Meeting

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

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

May 2024 Chapter Meeting

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

AI Intro & Practical Use Cases for Financial Professionals