Broker Check

Upcoming Events

Download our FJP 2024 Event Calendar and plan to join us at a webinar or special event!

A dynamic event for your 14-30 year olds and their parents and grandparents! Join us for 7 Lessons You Never Learned in School Webinar with special guest speaker Barry Garapedian, on Thursday, April 18, 2024, at 5:00 PM Pacific.

Don't miss our May The 4th Be With You Star Wars Party! Clients, colleagues, and friends are invited to visit on the patio at our Financial Journey Partners Metro Plaza Conference Center in San Jose for a few happy hours with wine and refreshments on Saturday, May 4th, from 1:00 PM to 4:00 PM! Costumes are optional but encouraged!

Did you miss the Medicare Primer Webinar with Jennifer Taboada, Senior Financial Wellness Consultant and one of their experts in Medicare from BlackRock? Read the webinar recap in our blog and other articles on timely wealth management topics. 

FJP ADVENTURES: Ultimate Alaska Adventure! Learn more and get the latest updates about our July 2025 adventure to Alaska with FJP clients and their friends and family!

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

May 4, 2024

1:00p - 4:00p

Financial Journey Partners Conference Center

May the 4th Be With You Star Wars Party!

Let's enjoy the journey together at our Star Wars Party -- May the 4th be with you! Clients, colleagues and friends are invited to visit for wine and refreshments on Saturday, May 4th, from 1 PM to 4 PM, at the FJP Metro Plaza Conference Center. Costumes are encouraged! Bring your shredding.

July 18, 2024

5:00p - 6:00p

Financial Journey Partners Webinar

Essential Tips for Travel Webinar

Please join us as we review various travel tips and strategies for planning your next major vacation at 5:00 PM, on Thursday, July 18, with Special Guest Speaker: Jeff Rupert of Half Moon Bay Cruises and Travel. It is time to get packed and book your next big adventure and smaller ones too!

Past Events

April 18, 2024

5:00p - 6:00p

Financial Journey Partners Webinar

7 Lessons You Never Learn in School Webinar

Please join us and our Special Guest Speaker, Barry Garapedian, President & CEO of MAG 7 Consulting, as he highlights the key principles of achievement and paths to success that propel young people to meet their highest potential in all aspects of life.

March 21, 2024

12:00p - 1:00p

Financial Journey Partners Webinar

Medicare Primer Webinar

Please join us and our special guest speaker, Jennifer Taboada, Director & Senior Financial Wellness Consultant & National Speaker for BlackRock, as we discuss key points of Medicare.

January 25, 2024

12:00p - 1:00p

FJP Webinar

State of the Economy Webinar with State Street

Join us for our State of the Economy Webinar with Senior Strategist Michael Riggs, as we discuss the economy on Thursday, January 25, 2023, at Noon Pacific.

October 15, 2023

4:00p - 7:00p

Financial Journey Partners Conference Center

Client Appreciation Halloween Event

Our Client Appreciation event for 2023! Come join in some Halloween fun Sunday, October 15th from 4 PM to 7 PM, at the FJP Conference Center. Clients and their guests are welcome to attend with an RSVP please.

August 3, 2023

5:00p - 6:00p

FJP Webinar

Mid-Year Economic Update

Please join us on Thursday, August 3, at 5 PM Pacific for our webinar, as we dive into the economy discussing inflation, the Federal Reserve, mortgage rates, employment, recession, stocks & bonds and your questions! Guests are welcome to join us.

June 1, 2023

4:00p - 6:00p

Financial Journey Partners Conference Center

Happy Hour Event!

Let's enjoy the journey togehter! Clients, colleagues and friends are invited to visit for wine and refreshments on Thursday, June 1st, from 4 PM to 6 PM, at the FJP Conference Center. All are welcome to attend with an RSVP please.

May 12, 2023

11:00a - 1:30p

Financial Journey Partners Conference Center

Make the Rest of Your Life the Best of Your Life

Explore how to find purpose and fulfillment in your retirement at our "Make the Rest of Your Life the Best of Your Life" Workshop on Friday, May 12th, from 11 AM to 1:30 PM, at the FJP Conference Center. All clients and their guests are welcome to attend with an RSVP please and available space.

March 23, 2023

5:00p - 6:00p

FJP Webinar

Age-Proof Your Brain

Please join us and our special guest speaker, Dr. Marc Milstein, for our webinar on Thursday, March 23rd, at 5 :00 PM Pacific, as we discuss his new book, "Age-Proof Your Brain," and explore the latest strategies to improve memory, protect immunity and fight off dementia.

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.

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