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Upcoming Events

Financial Journey Partners Events

We offer a variety of educational and fun events for our clients and their guests throughout the year. Check our latest schedule of events and you can also find photos from our past events. Many of our events are at our Financial Journey Partners office and conference center with guest speakers as well as on location at fun venues!

Some of our fun events are by special invitation. These are events that are designed to be fun for our clients and to also help us grow our business and are high quality, smaller events. We ask clients who attend to bring a friend, co-workers or relative who may need help with their financial planning and investments and to introduce us to them so they can become a great new client.


Register for Upcoming Events

Contact Arielle to RSVP at arielle@financialjourney.com 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. 

Upcoming Events

July 28, 2020

12:00p - 1:00p

Financial Journey Partners Webinar

Megatrends for the Future

This webinar will explore the impact of megatrends in technology, social change, rapid urbanization, climate change, emerging global wealth and more. Join us online with special guest speaker: Jeff Spiegel from BlackRock.

September 16, 2020

4:00p - 5:00p

Financial Journey Partners Webinar

Six Estate Planning Pitfalls to Avoid

This webinar is for people that have an estate plan and also for people that do not have an estate plan. Learn about the six estate planning pitfalls to avoid and why it is important to update your living trust on a regular basis. We'll discuss the impact of the SECURE Act as well as stock options and other unique situations common in Silicon Valley. Estate Attorney E.J. Hong will be our special guest speaker. Please RSVP for login information.

Past Events

June 17, 2020

1:00p - 2:00p

Financial Journey Partners Webinar

The Economic Impact of the Coronavirus Webinar

This online seminar will discuss the impact the Coronavirus has had on our economy. Join us online with special guest speaker: BlackRock Investment Strategist Thomas Logan. We will discuss the latest information about the impact the Coronavirus has had on the economy and the trends that may impact the remainder of the year. This event will be hosted online by: Samantha Yalof from BlackRock. Please RSVP for login information.

February 11, 2020

12:30p - 3:00p

Financial Journey Partners Conference Center

Social Security Seminar

Join Elaine, Scott and Linda for this exclusive Social Security Seminar with special Guest Speaker, Jennifer Taboada, Vice President at BlackRock. We will cover common Social Security questions on Tuesday, February 11. Come enjoy lunch at 12:30 pm, with seminar to follow at 1 pm, and bring a friend!

January 30, 2020

12:00p - 3:00p

Financial Journey Partners Conference Center

Mastering the Financial Journey Partners Client Portal

Join Financial Journey Partners to master our Client Portal. All skill levels are welcome. We'll cover the basics and the latest enhancements on Thursday, January 30, with lunch at noon and seminar at 1 pm. Please RSVP to Arielle at arielle@financialjourney.com or 408-963-2889.

Event Registration