Download our FJP 2026 - 2027 Event Calendar and plan to join us at a webinar or special event!Save the dates and plan to attend! Let Arielle know if you are interested in these events at [email protected]!
It is Time for the 3rd Annual FJP Women's Group Event!
What if you could amplify your charitable impact while optimizing your tax strategy? Join us for an informative webinar where our guest, Christine Lim-Beasley, Vice President and Charitable Planning Consultant at Fidelity Charitable®, will explore the current landscape of charitable giving and compare various planned-giving vehicles, with a deep dive into Donor Advised Funds. Don’t miss this opportunity to hear from one of the industry’s leading voices on charitable planning.
As we reach the midpoint of 2026, there's no better time to pause and look ahead. Join us for our annual Mid-Year Economic Update webinar, where our Founder and Chief Investment Officer will break down the economy, share insights on market performance, and offer their perspective on what the rest of 2026 may hold. This is a great opportunity to get informed, ask questions, and engage directly with our team. Reserve your place today and RSVP to [email protected]!
ACCESS our Past Event Materials Page to View Webinar Replays On Demand
Our events are a great way for you to introduce us to your friends and family and share valuable wealth management information. Be sure to spread the word and share our event opportunities! If you just discovered us, be sure to be alerted to our events, blogs and more, by joining our email community.
Register for Upcoming Events
Contact Arielle to RSVP at [email protected] or 408-963-2889, for our upcoming events and let us know guests you'd like to attend with you. We appreciate your interest and referrals.