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Upcoming Events

REGISTER NOW and Attend Age-Proof Your Brain Webinar with Dr. Marc Milstein on Thursday, March 23, 2023, at 5 PM Pacific



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

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 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.

June 1, 2023

4:00p - 6:00p

Financial Journey Partners Conference Center

Happy Hour Event!

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.

August 3, 2023

5:00p - 6:00p

FJP Webinar

Mid-Year Economy Update

Join us for our Mid-Year Economic Update as we examine the current state of the economy, markets and more on Thursday, August 3rd, at 5 PM!

October 19, 2023

5:00p - 8:00p

Financial Journey Partners Conference Center

Client Appreciation Halloween Event

Our Client Appreciation event for 2023! Come join in some Halloween fun Thursday, October 19th from 5 PM to 8 PM, at the FJP Conference Center. Clients and their guests are welcome to attend with an RSVP please.

Past Events

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 Gargi Pal Chaudhuri, Head of iShares Investment Strategy, Americas at BlackRock as we discuss the economy on Thursday, February 16th, 2023 at Noon Pacific.

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!

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