Past Events

Speaker(s): Julie Littlechild, Founder & CEO, Absolute Engagement Details/Register

Speaker(s): Samuel Adams, CEO and Co-Founder, Vert Asset Management Details/Register

Speaker(s): Marguerita (Rita) Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register

Speaker(s): Mary Beth Franklin, CFP® Strategic Partner: Mutual of Omaha Mortgage Details/Register Download flier here

Speaker(s): Don Rissmiller, Founding Partner, Strategas Securities, LLC Details/Register

Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, Director, Advisor Education, Kitces.com, CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC Details/Register

Speaker(s): Shelley Giordano, Founder Academy of Home Equity in Financial Planning, University of Illinois Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register 

Panelists: Landon Loveall, CFP®, Partner, KB Financial Advisors; Sandi Bragar, CFP®, Managing Director in Planning Strategy & Research, Partner, Aspiriant; Lauren Stansell, CFP®, Partner, Senior [...]

Strategic Partner - Reverse Mortgage Funding, LLC Details/Register

Panelists: Diane Bourdo, CFP® President of the Humphrey's Group Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie Kacy Gott, CFP®, Meritas Wealth Management Details/Register

Time: 9:00 am - 12:30 pm (Student Competition) / 5:00 pm - 8:00 pm (Corporate Competition) Location: Doughtery Station Community Center, 17011 Bollinger Canyon, San [...]

Due to the recent recommendations from the SF health department regarding the coronavirus, it has been decided to CANCEL this meeting. If possible, the programs [...]

  The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton [...]

Speaker(s): Liz Laderman, Senior Outreach Economist, San Francisco Federal Reserve Bank Details/Register