Overview: Due to the ongoing debate over health care in the United States, the subject is on the minds of many. Especially weighing, is the topic of "Medicare" and what […]

Overview: Topic: Navigating the Real Estate Terrain (Commercial & Residential), Post Covid-19. What’s Next? Panelists: Shafiq Taymuree & Christina Gray, Stonecrest; Mike Ryan, Michael Ryan & Associates; Keith Haag, Hines; […]

Overview: End of Year Chapter Meeting and Gourmet Boutique Chocolate Tasting Every attendee will receive a box of specialty chocolates by Timothy Adams Chocolates. We will all meet online for […]

Overview: Join us for “inside the beltway” insights on the latest developments in Washington. You’ll get the information you need to navigate this rapidly evolving market environment. We will cover […]

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: Sign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend. Topic: A Roadmap for Fixed Income Investing in […]

Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA […]

Overview: Co-hosted with Santa Clara Estate Planning Council and the Society of Financial Service Professionals Special Time for this Event is 12:30 - 2:00 pm Topic: Planning for the Next […]

Overview: Join Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic […]

Overview: Please join us for a panel discussion on the growing concern of Wildfires experienced in California and the Western States.  A panel of experts discuss what has been learned, […]