Overview: What is FPA Residency program? It a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors, program participants or residents spend their days role-playing and working through real-life financial planning […]
*Please note the time for this meeting is 4:00 - 6:00 pm. Topic: Economic Update - More Growth Ahead in 2020 Speaker: Bryce Gill, Economic Analyst - First Trust Featured Partner: Todd Barney, Invesco Overview: With a record-long bull market and the recent inversions in the yield curve, worries about a coming recession have been […]
Overview: Location is San Mateo Library, 55 W 3rd Ave. San Mateo, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
Overview: Topic: Capital Gains Tax Deferral and Avoidance Strategies Mike Ryan will present multiple alternatives to paying long-term capital gains taxes on appreciated assets. The presentation will focus primarily in the real estate space, yet will describe how you can apply in some circumstances to personal property. Learning Objective: Gain a basic grasp of different […]
Overview: Location is Menlo Park Library, 800 Alma Street, Menlo Park, CA. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
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 Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Please join us for the last NexGen gathering of 2019 when we get together […]