March 2024 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CALearn About The Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act
877.808.2699
execdirector@fpasv.org
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April 2024 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CAJoin us for a captivating Industry Insights Chat where a panel of distinguished members will share invaluable insights and advice on business best practices.
Financial Advisors Needed For Pro Bono/Planners in the Library
Saratoga Library 13650 Saratoga Ave, Saratoga, CA, United StatesLooking for Certified Financial Advisors For Pro Bono/Planners in the Library
May 2024 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CAAI Intro & Practical Use Cases for Financial Professionals
Financial Advisors Needed For Pro Bono/Planners in the Library
Santa Clara Central Park Public Library 2635 Homestead Road, Santa Clara, CA, United StatesFPA Silicon Valley is providing complimentary financial planning sessions to the community
52nd Annual FPA NorCal Conference
Palace Hotel 2 New Montgomery St, San Francisco, CA, United States2024 FPA NorCal Conference Theme - Embrace Change
NO June 2024 Chapter Meeting
This chapter has a June 2024 chapter meeting hiatus.
July 2024 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CATax Deferral Strategies for Real Estate
August 2024 Summer Social
Campo di Bocce 565 University Ave, Los Gatos, CAAnnual Bocce Ball Tournament & Networking Social. GAME ON!!
35th Annual FPA Far West Roundup
UC 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.