Upcoming Events

Download our FJP 2026 Event Calendar and plan to join us at a webinar or special event! Save the dates and plan to attend! Let Arielle know if you are interested in attending our events at arielle@financialjourney.com!

What if you could amplify your charitable impact while optimizing your tax strategy? Join us for an informative webinar where our guest, Christine Lim-Beasley, Vice President and Charitable Planning Consultant at Fidelity Charitable®, will explore the current landscape of charitable giving and compare various planned-giving vehicles, with a deep dive into Donor Advised Funds. Don’t miss this opportunity to hear from one of the industry’s leading voices on charitable planning! RSVP to arielle@financialjourney.com.

Artificial intelligence is changing the way people live and get things done and it's far more approachable than you think. Join us for this engaging webinar where we will show you how AI can be a go-to resource for many of life's questions, both big and small. Imagine getting tailored responses in seconds or exploring interests with an expert guide at your fingertips. This session is designed to make your life better, not to turn you into a tech expert! Join us and you may be pleasantly surprised at how much is possible. RSVP to arielle@financialjourney.com.

As we reach the midpoint of 2026, there's no better time to pause and look ahead. Join us for our annual Mid-Year Economic Update webinar, where our Founder and Chief Investment Officer will break down the economy, share insights on market performance, and offer their perspective on what the rest of 2026 may hold. This is a great opportunity to get informed, ask questions, and engage directly with our team. RSVP to reserve your place with arielle@financialjourney.com!

Online fraud and cybersecurity continue to dominate the news and our lives. Specifically, financial fraud targeting Americans between the ages of 40 and 80 has reached alarming levels - with reported losses of $2.4 billion in 2024 alone and true losses estimated as high as $81.5 billion when unreported incidents are factored in. Join our guest, estate planning attorney Yael Rakib, Esq., for a revealing session designed to give you the tools to protect yourselves, your families and your assets from today's most sophisticated scams. You will leave with the tools to recognize, prevent, and respond to fraud. RSVP to arielle@financialjourney.com. 

ACCESS our Past Event Materials Page to View Webinar Replays On Demand

To see semi-finalists of the 2025 FJP Photo Contest, click here.

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.