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Upcoming Events

Stay Up-To-Date on Wealth Management Topics of Interest

We offer a variety of educational and fun events for our clients and their guests, as well as first-time visitors, throughout the year. Many of our events are offered as webinars or at our Financial Journey Partners office and conference center with guest speakers as well as on location at fun venues!

Learn More and RSVP for our Next Webinars!

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

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.

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.

December 5, 2021

5:00p - 8:00p

Silicon Valley Capital Club

Holiday Client Appreciation Event

Calling all clients to join us for an evening of gratitude in honor of you at our Holiday Client Appreciation Event! Plan to join us to celebrate and recognize our individual and shared journeys! Happy Holidays!

Past Events

May 4, 2021

5:00p - 6:00p

Financial Journey Partners 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.

February 11, 2021

5:00p - 6:00p

Financial Journey Partners Virtual Event

Virtual Magic Show with Illusionist Jason Bishop

Join us online for a fun and magical break with International Award Winning Illusionist Jason Bishop!. Plan for family-friendly experience at 5:00 PM, on Thursday, February 11 for our virtual magic show! Register today!

January 27, 2021

1:00p - 2:00p

Financial Journey Partners

State of the Economic Recovery Webinar

Join Financial Journey Partners for our State of the Economic Recovery Webinar where we will discuss the current status of the economic recovery and the outlook for 2021 with guest speaker Global Product Allocation Director at BlackRock, Noah Kroll. Join us online at 1:00 PM, on Wednesday, January 27.

November 5, 2020

5:00p - 6:30p

Financial Journey Partners Webinar

Virtual Client Appreciation Event

Calling all clients to join us for an evening of gratitude in honor of you at our Virtual Client Appreciation Event! We will be announcing our Summer Photo Contest winners and sharing laughs with entertainer Jim Meskimen, along with some other fun surprises for the night! We are excited to have you join us!

October 8, 2020

12:00p - 1:30p

Financial Journey Partners Webinar

Voter Empowerment Webinar

We want you to be an empowered voter! We have invited representatives of the League of Women Voters to highlight the unbiased pros and cons of California propositions and discuss the expected voter experience as well as important dates and tools to stay informed.

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 other Trust and Estate issues. Estate Attorney E.J. Hong will be our special guest speaker.

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.

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