NexGen Social at Antonio's Nut House + Other Upcoming Events

Seeking Committee Members

Are you interested in expanding your network and contributing to our programs? Our Programs committee is seeking 1 to 2 people. Time commitment varies. Our active chapter is also seeking committee members for several other committees including pro bono, membership and communications.

Contact Susan Adams to find out more.

Upcoming Events

March NexGen Social - THIS WEEK!

Thursday, March 29, 2018, 5:30 - 7:30 pm

Location: Antonio's Nut House, 321 California Ave, Palo Alto

Click here to RSVP. Walk-ins welcome.

April Chapter Meeting

Friday, April, 13, 2018, 11:30 am - 1:30 pm

Topic: Heuristics, Biases, Nudges - Topics from the Frontier of Behavioral Finance

This talk will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of financial planners, especially in the digital age. Discussion topics will include the planner-doer framework, heuristics, biases, and nudges which figured prominently in the 2017 Economics Nobel, awarded to Richard Thaler.

Speaker: Hersh Shefrin

Featured Partner: Matt Beck, American Century Investments

Location: Maggiano's Little Italy, 3055 Olin Ave, Suite 1000, San Jose

For more information or to register, click here .

April Brown Bag Meeting

Friday, April 27, 2018, Noon - 1:30 pm

Topic: Tax Law 2018: What Have We Learned?

Speaker: Larry Pon, CPA/PFS, CFP®, EA, USTCP

Location: Buckinham Strategic Wealth, 2445 Faber Place, Suite 250, Palo Alto

For more information or to register, click here .

Financial Firm Tour

Wednesday, May 2, 2018, 2:00 - 4:00 pm

Location: United Capital, 4300 El Camino Real, Los Altos

Open to FPA Members. For more information or to register, click here .

Summer Social Networking Events

Triple Treat and Bocce

Save the dates for two big summer socials. These two networking events are well attended and lots of fun. Registration will open soon.

Triple Treat Networking Event

June 21, 2018, 5:30 - 8:00 pm

Vault 164, San Mateo

FPASV, Asian Pacific American Bar Association and CalCPA are joining together to host this event.

Bocce Event

August 16, 2018, 5:30 - 8:00 pm

Campo di Bocce, Los Gatos

Our 7th Annual Bocce Event is the largest social event we host. It's a casual evening filled with friendly competition, food and fun. Networking begins at 5:30 pm. First ball is thrown at 6:00 pm. No bocce experience required.

News, Announcements and Other Events

Scholarships Available for FPA Members

Keir Scholarships are offered each exam cycle to cover exam review materials. Click here to find out more information and how to apply.

The FPA Diversity Scholarship to an FPA national conference is available to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Find out more here.

2018 Partner Reservations

We are currently taking final reservations for our 2018 Partnership slots. One of the benefits of partnership is that our members regularly use the services of our sponsoring partners. If you are interested in partnering with our chapter, click here for more information. For questions, please contact Greg Hacker or Anna Sergunina, our Partnership Co-Directors.

FPA NorCal Conference 2018

FPA NorCal Conference is May 29-30, 2018. Registration is sold out. To be added to the waitlist or for more information about FPA NorCal Conference, click here.

2018 FPA Annual Retreat

Registration is now sold out for FPA Annual Retreat at The Wigwam outside of Phoenix, Arizona, April 23-26, 2018. Click here for more information about how to join the waitlist.

FPA Membership

Haven't joined FPA yet? Find out more about our benefits here. To join, click here or contact member services at 800-322-4237. Make sure to choose Silicon Valley as your chapter!

Already a member and need to update your member profile? Log in here.

Member-Get-a-Member

Through FPA’s Member-Get-a-Member Program, your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit the FPA website now to learn more.

2018 Partners

Visit our website

FPASV on FPA Connect