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18 Jun
06/18/2025    
11:30 am - 1:30 pm
Presenter: Curt Weil, CFP® CE credits: 2.0 hours *A confirmation email with the Zoom information will be sent to all registrants one day before the [...]
26 Jun
06/26/2025    
4:45 pm - 5:45 pm
The programs committee will be hosting a happy hour with food and drinks at 4:45 pm at Harding Park! Are you interested in volunteering to [...]
26 Jun
06/26/2025    
5:45 pm - 7:45 pm
This exclusive event is limited to the first 28 members so please REGISTER ASAP! Flier: Download here Registration closes: Tuesday, June 24, 2025 Location: Harding [...]
Events on 06/18/2025
Events on 06/26/2025

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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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