*Please note the time for this meeting is 4:00 - 6:00 pm. Topic: Economic Update - More Growth Ahead in 2020 Speaker: Bryce Gill, Economic Analyst - First Trust Featured […]
Overview: Location is San Mateo Library, 55 W 3rd Ave. San Mateo, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
Overview: TBA Location: TBA Registration: TBA
Overview: Topic: Capital Gains Tax Deferral and Avoidance Strategies Mike Ryan will present multiple alternatives to paying long-term capital gains taxes on appreciated assets. The presentation will focus primarily in […]
Overview: Location is Menlo Park Library, 800 Alma Street, Menlo Park, CA. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan […]
Overview: Join us for our annual meeting where we elect the 2020 Board of Directors, recognize our volunteers and enjoy time together. The Murder Mystery Co. will provide interactive entertainment […]
Overview: The tax law changes in late 2017 reshuffled the tax planning landscape. We will begin our discussion with the big picture (observations and trends from the 2018 filing season […]
Symposium Snapshot The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, […]
Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter. These meetings are […]