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Upcoming Events

REGISTER NOW: for our Holiday Client Appreciation Event! Sunday, December 4, 2022, at 5:00 PM to 8:00 PM

It will be fantastic for us all to be together in-person! We hope you can join us to celebrate you and the season together at the Silicon Valley Capital Club in downtown San Jose!

Holiday Client Appreciation Event December 4th

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 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

December 4, 2022

5:00p - 8:00p

Silicon Valley Capital Club

Holiday Client Appreciation Event

Our Holiday Client Appreciation event for 2022! It will be fantastic for us all to be together in-person! RSVP and come celebrate the season with us!

February 16, 2023

12:00p - 1:00p

FJP Webinar

State of the Economy Webinar with BlackRock

Join us for our State of the Economy Webinar with a special guest speaker, as we discuss the economy with special guest speaker from BlackRock, on Thursday, February 16th, 2023 at Noon Pacific.

Past Events

September 29, 2022

4:00p - 6:00p

Financial Journey Partners Conference Center

Wine & Refreshments - Happy Hour Event!

Clients, colleagues and friends are invited to visit for wine and refreshments on September 29, from 4 PM to 6 PM, at the FJP Conference Center. All are welcome to attend with an RSVP please.

August 17, 2022

5:00p - 6:00p

FJP Webinar

Mid-Year Economic Update Webinar

Join us for our Mid-Year Economy Update Webinar, as we discuss the economy and markets, on Wednesday, August 17th, 2022 at 5 PM PST.

May 18, 2022

5:00p - 6:00p

FJP Webinar

Strategies for Aging Family Members Webinar Series - Part 2

Please join us Wednesday, May 18, NOW at 5 PM Pacific, for our Part 2 as we explore family strategies and resources in our two-part webinar series on dealing with cognitive decline.

March 10, 2022

5:00p - 6:00p

FJP Webinar

Strategies for Aging Family Members Webinar Series - Part 1

Please join us Thursday, Marth 10, at 5 PM Pacific, for our Part 1 as we explore family strategies and resources in our two-part webinar series on dealing with cognitive decline.

November 17, 2021

5:00p - 6:00p

FJP Webinar

Reducing Taxes Before & During Retirement Webinar

Please join us Wednesday, November 17th, at 5 PM Pacific, for our webinar to learn about ways you can reduce your taxes whether you are currently working or you are in retirement.

September 15, 2021

1:00p - 2:00p

Financial Journey Partners Webinar

Medicare 101 Webinar

Please join us and our Special Guest Speaker, Joanne Giardini, Owner & Medicare Guru at Giardini Medicare, as we discuss the questions surrounding the world of Medicare at 1:00 PM, on Wednesday, September 15.

August 18, 2021

5:00p - 6:00p

Financial Journey Partners Webinar

Talk with a Travel Agent Webinar

Please join us as we review various travel tips and strategies for planning your next major vacation at 5:00 PM, on Wednesday, August 18, with Special Guest Speaker: Jeff Rupert of Half Moon Bay Cruises and Travel.

July 15, 2021

5:00p - 6:30p

Financial Journey Partners Webinar

Emergency Preparedness Webinar

Please join us as we review various types of disasters and the survival kits to be prepared for the unknown at 5:00 PM, on Thursday, July 15 with Special Guest Speakers John Caine and Brittney Bettonville.

May 4, 2021

5:00p - 6:00p

FJP Webinar

Women, Wealth and Well-Being Webinar

We are excited to have Guest Speaker, Jennifer Taboada from BlackRock. Join us for an evening dedicated to the Wealth & Well-Being of Women. May 4, at 5:00 PM Pacific. Bring a friend. All are welcome.

March 11, 2021

1:00p - 2:30p

Financial Journey Partners Webinar

Efficient Use of the Client Portal Webinar

Financial Journey Partners clients are invited to join us online for this webinar where we cover your questions and key areas to gain more efficiency using your personal financial portal at 1:00 PM, on Thursday, March 11.

Event Registration