Symposium Snapshot The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, planners serious about gaining a clear vision for their practices will attend this premiere event. Financial professionals will be offered the opportunity to learn how […]
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 not open to the general public. Topic: Working with Affiliated Professionals Overview: Financial Planning is not an “individual sport”. It requires regular collaboration and consultation […]
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: Topic: Diversity & Inclusion Speaker: Cameo Roberson, AAMS® Location: Abacus Wealth Partners, 700 South […]