28
Jul
FPA Silicon Valley - Firm Office Visit
Location: Morgan Stanley Wealth Management, 411 Borel Ave, Ste 220 (2nd Floor), San Mateo, CA 94402 DETAILS/REGISTER
30
Jul
12
Aug
From Revocable Trusts to GRATs: Estate Planning Strategies Every Financial Planner Should Know
Speakers: Nicole Ramos Takemoto, Partner, Trusts and Estates, Certified Specialist in Estate Planning, Trust & Probate Law, Candelaria LLP / Alan D. Khalfin, Partner, Vaksman [...]
15
Sep
15
Oct
FPA Silicon Valley - Tech & Tomorrow Symposium
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER
24
Oct
10
Nov
Why Clients Don't Do What You Tell Them (And What To Do About It)
Speaker: Amy Mullen, CEO, Money Quotient Strategic Partner: Stonecrest, Christina Gray RESERVE YOUR SPOT NOW (more details coming soon)
08
Dec
Community Connection: A Conversation about the Profession
Speakers: TBD Strategic Partner: Arthur J. Gallagher Risk Management Services, LLC, Ramona Johanneson
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