Broker Check

Upcoming Events

REGISTER NOW: for our Mid-Year Economic Update Webinar, Wednesday, August 17, 2022, at 5:00 PM

Mid-Year Economic Update Webinar, Aug 17

Enjoy the Journey and participate in our 2022 Photo Contest - Explore New Places! - Enter as often as you like through Labor Day!



ACCESS our  Strategies for Aging Family Members Webinar Series Materials including Webinar Replays On Demand

Webinar Series Resources for Families

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

August 17, 2022

5:00p - 6:00p

FJP Webinar

Mid-Year Economic Update Webinar

Save the date and plan to join us for our Mid-Year Economy Update Webinar with a special guest speaker, as we discuss the economy, on Wednesday, August 17th, 2022 at 5 PM PST.

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! Save the date and plan to share a holiday celebration with us!

Past Events

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.

January 27, 2022

1:00p - 2:00p

FJP Webinar

State of the Economy Webinar

Join us for our State of the Economy Webinar with a special guest speaker, as we discuss the economy at the start of a new year, on Thursday, January 27th, 2022 at 1 PM PST.

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.

October 27, 2021

5:00p - 6:30p

Financial Journey Partners Virtual Event

Client Appreciation Virtual Event!

Calling all clients to join us for an evening of gratitude in honor of you at our Client Appreciation Virtual Event! Let's get together for some fun and magic!

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