February 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

TOPIC: Investing in the Low-Carbon Leaders of the Future

$40

March 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Intentional Giving

April 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market

May 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Welcome Back, Income

July 2023 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Topic & Speaker TBD

FPA FarWest Roundup

Stevenson College (University of California Santa Cruz) 1156 High St, Santa Cruz, CA, United States

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 UC […]