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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

May 13, 2020

5:30p - 8:00p

Financial Journey Partners Conference Center

Six Estate Planning Pitfalls to Avoid

This seminar 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. Hung will be our special guest speaker. Come early for a dinner at 5:30 pm with seminar to follow at 6 pm. We encourage you to bring colleagues and family. Simply RSVP to save a spot.

Past Events

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!

February 6, 2020

12:00p - 2:30p

Financial Journey Partners Conference Center

2020 Voter Experience and Census Seminar with the League of Women Voters

Join Financial Journey Partners for this forum with the League of Women Voters to review changes in the voting experience for Santa Clara County and how to make sure you are counted in the 2020 Census. Join us on Thursday, February 6, for lunch at noon, with seminar to follow at 1 pm, and bring a friend! Please RSVP to Arielle at arielle@financialjourney.com or 408-963-2889.

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