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 […]
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: Tuesday, March 10 marks our seventh annual Advocacy Day in Sacramento! We invite you to join your fellow FPA members from around the state for a day on the […]
Due to increasing concerns about Coronavirus, our executive committee decided to cancel our chapter meeting this Friday, March 13, 2020. We will work with Dr. Jim McCabe to reschedule his […]
Overview: Join us to hear the “state of the long-term care planning industry”. How do you deal with the elephant in the room – a LTCI policy rate increase. Hear […]
Topic: Recent Developments in Estate Planning for Special Needs Families Overview: As we encounter an increasing number of special needs issues with our clients, it is essential to know the […]
Overview: Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are […]
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 […]