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 […]
Overview: Tuesday, March 10 marks our seventh annual Advocacy Day in Sacramento! We invite you to join your fellow FPA members from around the state for a day on the "Hill,” sponsored by FPA of California. This is your opportunity to meet with your elected representatives to discuss some of the Legislation, Policy Issues and […]
Due to increasing concerns about Coronavirus, our executive committee decided to cancel our chapter meeting this Friday, March 13, 2020. We will work with Dr. Jim McCabe to reschedule his presentation to potentially be held at our November 13, 2020 chapter meeting. Meals will be prepared for Friday's meeting as planned but will be donated […]