December Chapter Meeting and Holiday Social

NEW TIME
4 pm – 6 pm

2017 Triple Treat Mixer with FPASV, CalCPA and APABA

2017 Annual Bocce Ball Event

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The Financial Planning Association® (FPA®) is a Powerful Resource for CFP®Professionals and Financial Planning Professionals Who Seek Advancement in a Dynamic, Growing Profession.FPA® delivers One Connection™ to top-quality professional development, critical business and career-building resources, and a community committed to elevating the profession. Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels.

Chapter Events

Friday, December 8th 4:00 – 6:00 pm 
Chapter Meeting and Holiday Social – Please note the time.
Topic: 
What is Your 140.6 Challenge?
Speaker:
Bobbie LaPorte
Sponsor:
James Park, Ameriprise Financial Services, Inc.
Location:
Maggiano’s Little Italy, San Jose
Click here
to register or find out more.

Friday, January 12th 11:30 – 1:30 pm 
Topic: Making Sense of the Uncertainty: Tax Planning in 2018
Speaker:
Meredith Johnson, Director of Tax at BPM
Sponsor:
TBA
Location:
Maggiano’s Little Italy, San Jose
Click here to register or find out more.

Brown Bag Events

Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members, $15 for non members, with attendees bringing a bag lunch. Pre-registration is required and attendance is limited to 12 based upon conference room space.

Please Check Back Shortly

Student Forum Events

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These meetings are not open to the public.

Friday, December 1st 12:00 pm – 1:30 pm
Topic: The Good, the Bad, and the Very Ugly Truth about Starting Your Own RIA Practice
Speakers: Chris Wentzien, CFP®, CPA, MBA; Principal, Natural Bridges Financial Advisors, and Anandi Krishnamurthy, CFP®, MS; Principal, On Track Financial Advisory
Location: UCSC Extension, 3165 Bowers Avenue, Santa Clara, CA
Register Here.

Announcements

NexGen Meeting:  November 30, 2017, 6:00 – 8:00 pm
Topic:  What’s Next after CFP®?
Speaker:  Kacy Gott, CFP®
Location:  700 South B Street, Suite 200, San Mateo

FPASV 2018 Board of Directors Slate
The nominations committee has proposed the slate for the FPASV 2018 Board of Directors. Click here to see the slate. The election will be held at our December 8th Chapter Meeting and Holiday Social. Find out more here: Slate and nominations information.

2018 Annual Meeting Passes
Registration for Annual Passes is now open.
Pre-pay your meeting registration for all ten 2018 chapter meetings and get one meeting free.
Annual Meeting Passes are available for FPA members only.  Click here to get your Annual Pass today!

January 20th – Financial Planning Day
Location: Redwood City Library, 1044 Middlefield Rd., Redwood City, CA
Time: 10:30 am – 1:30 pm

Thank You to Our 2017 Partners

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