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 […]
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 […]
Overview: Dialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies. Topic: Dialogue of Volatile Markets Speaker: Chris Jeppesen, First Trust […]
Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which […]
Overview: Join Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the […]
Overview: The 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 […]