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 […]

September 2023 Chapter Meeting

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

Topic: Chapter Meeting: Let's Protect Our Kids, From Being Kids. Join us for an insightful discussion on these critical aspects of estate planning and asset protection, as we empower clients to make informed decisions for their financial security and legacy preservation. Speaker: Kern Singh, Esq of Singh Law Firm

Oct 2023 Annual Ethics Hybrid Seminar

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

Topic: Annual Ethics Hybrid Seminar, Speaker: Curt Weil

October 2023 Chapter Meeting

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

Topic: Chapter Meeting: 3 Strategies That Will Amplify Your Networking Efforts And Generate More Revenue! Speaker: Cameo Roberson, Atlas Park Consulting & Finance

Financial Advisors Needed For Pro Bono/Planners in the Library

Redwood City Public Library 1044 Middlefield Rd, Redwood City, CA

Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: Redwood City Library, 1044 Middlefield Road, Redwood City Time: 10:00 am - 2:00 pm » Click here for more information or to register as […]

Financial Advisors Needed For Pro Bono/Planners in the Library

San Mateo Public Library 55 W 3rd Ave, San Mateo, CA, United States

Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: San Mateo Library, 55 West 3rd Avenue, San Mateo Time: 10:00 am - 2:00 pm » Click here for more information or to register […]

November 2023 Chapter Meeting

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

Topic: Chapter Meeting: Everything you wanted to know about Financial Therapy...but didn't ask, Speaker: Elana Feinsmith

December 2023 Holiday Party

Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

Annual Holiday Party with Ugly Holiday Sweater Contest & Fun Activities

January 2024 Chapter Meeting

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

This meeting will focus on his presentation describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.