DATE

Tech & Tomorrow: The Future of Financial Planning

Rescheduled for October 15th, 2026
The FPA of Silicon Valley is hosting it's first annual Financial Technology Symposium, a dynamic exploration of how technology is reshaping the financial planning profession. This year's focus is on AI; from CRM and financial planning software to data analytics and AI-driven client engagement tools, technology continues to redefine how planners deliver advice, streamline operations, and add value for clients.

Oct 15, 2026 01:00pm - Oct 15, 2026 05:00pm

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Wells Fargo Innovation Center
1302 El Camino Real, Menlo Park, CA
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$20.00 - $250.00

The Financial Planning Association of Silicon Valley is hosting it's first annual FinTech Symposium, a dynamic exploration of how technology-and especially artificial intelligence- is reshaping the financial planning profession. From CRM and financial planning software to data analytics and AI-driven client engagement tools, technology continues to redefine how planners deliver advice, streamline operations, and add value for clients.

Whether you're a practitioner eager to stay ahead of the curve, a tech firm serving financial professionals, or simply curious about the future of the advice profession, "Tech & Tomorrow" offers a front-row seat to the intersection of financial planning and innovation.