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12 Mar
03/12/2024    
7:00 am - 3:00 pm
To Attend: Details/Register To Volunteer: Pro Bono & Advocacy Week, March 13th - 21st, 2024 Sign up HERE to volunteer
12 Mar
03/12/2024    
3:00 pm - 4:30 pm
Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC Strategic Partner: Key Bridge Compliance, Lauren Hein Details/Register
12 Mar
03/12/2024    
4:45 pm - 6:45 pm
Details/Register
20 Mar
03/20/2024    
11:00 am - 12:00 pm
Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management, Bryn Mawr Trust Strategic Partner: [...]
Events on 03/12/2024
12 Mar
12 Mar
12 Mar 24

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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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