Events

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07 Mar
03/07/2023    
7:00 am - 4:00 pm
Details/Register
13 Mar
03/13/2023 - 03/18/2023    
All Day
Details/Register (Planner Volunteers)
14 Mar
03/14/2023    
3:00 pm - 4:30 pm
Speaker(s): Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead, Sage Eldercare Services / Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law Details/Register
29 Mar
03/29/2023    
11:00 am - 12:00 pm
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register
Events on 03/07/2023
Events on 03/13/2023
Events on 03/14/2023

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Sep 2026

15 Sep

How to Protect Clients from Cyber Fraud

Speakers: Tate Gordinier, CA Department of Financial Protection & Innovation, Brett O’Sullivan, Manager, California Department of Financial Protection and Innovation’s Sacramento Office DETAILS/REGISTER

Oct 2026

15 Oct

FPA Silicon Valley - Tech & Tomorrow Symposium

10/15/2026    
1:00 pm - 5:00 pm
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER

Nov 2026

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)

Dec 2026

08 Dec

Community Connection: A Conversation about the Profession

Panel: Tanya Steinhofer, CFA, CFP®, Redwood Grove Wealth Management / Gregg Clarke, CFP®, Meritas Wealth Management, LLC / Dr. Dave Yeske, CFP®, YeskeBuie Strategic Partner: Arthur J. Gallagher [...]

 

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