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29 Apr
04/29/2026    
5:30 pm - 7:00 pm
DETAILS/REGISTER
20 May
05/20/2026    
5:30 pm - 7:00 pm
DETAILS/REGISTER (Members Only)  
27 May
05/27/2026    
5:30 pm - 7:00 pm
Please RSVP by Wednesday, May 6th. Registration is free, but space is limited. We look forward to seeing you there! DETAILS/REGISTER
Events on 04/29/2026
29 Apr
Events on 05/20/2026
Events on 05/27/2026
27 May

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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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