Welcome to the Financial Planning Association Silicon Valley


Upcoming Meetings

Chapter Meetings

October 10, 2014

Speaker:Barry H. Sacks, J.D.,Ph.D.

  • Topic: Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income…..Starting Early
  • Time: 11:30am to 1:30pm
  • Location: Maggiano’s Little Italy

More Information Here

Speaker:Curt Weil, CFP®

  • Topic: CFP Board Ethics Workshop
  • Time: 2:00 pm to 4:00 pm
  • Location: Maggiano’s Little Italy

More Information Here

Annual Wine Tasting Reception

BAFEF is holding its annual wine tasting reception on Thursday, October 16th from 4:30 to 7:30 PM at the popular venue Alfred’s Steakhouse. Enjoy Alfred’s delicious food, a variety of Anderson Valley wines and great company at this popular networking reception. Proceeds support financial literacy and economic education programs in the Bay Area. Wines generously sponsored byAnderson Valley Winegrowers Association.
More Information Here

Brown Bag Meetings

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.

October 17, 2014

Speaker:Larry Pon, CPA, CFP(r), EA

  • Topic: Planned Giving with Business Exists
  • Time: 12:00 am to 1:30pm
  • Location: Campbell near the Pruneyard

More Information Here

More FPASV Events…

Chapter News

 

GET INVOLVED!

FPA Silicon Valley helps our community with free financial planning help in many ways. Here are two programs for which we are actively seeking volunteers:

Financial Planning Day of Silicon Valley will be held on Saturday, October 11th from 1:00 to 5:00 p.m. at the Sunnyvale Public Library. CFP® volunteers are needed to provide personal consulting on a variety of financial topics to individuals and families. To quote from a previous participant: “What I like about this is they’re very qualified people who are running it, and there’s no strings.” If you’re interested in participating, either as a CFP® providing advice or to help with logistics, more information can be found here.  You can also contact Gary Rousselo at garyr@jlwealth.com for more information.  If you or someone you know might be interested in attending, more information can be found here.

Financial Planning Day of Silicon Valley flier

FPA Silicon Valley, in partnership with MAITRI, is looking for volunteers to help women facing domestic violence, emotional abuse, cultural alienation, human-trafficking, and family conflict. You would be providing individual counseling for one of these women on financial issues ranging from debt management through asset building. The goal is to support them to become financially independent and self-reliant. Please contact Ariadne at Ahorstman@ssffinancial.com for more information or if you’d like to participate.

Tour a Financial Firm

 

Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within a Financial Firm or RIA?  Do you need to have a broker-dealer affiliation?  Do you need licenses or a designation? What are some of the challenges of joining an ensemble firm versus starting your own? What opportunities are available as an employee?

 

If you’ve ever asked yourself any of these questions, the FPA Silicon Valley chapter has arranged three Financial Firms/RIA tours this Fall to give members an inside look into three successful firms.  Each company has graciously offered to open up their offices and their staff and share their experiences.  Come prepared with questions!

 

Attendance will be limited to 6-10 FPA members so register early as spots will fill up fast.

The dates are:

 
Monday, October 20, 2014 at 3:00 PM Bedrock Capital Management, Los Altos
 
Wednesday, November 5, 2014 at 3:00 PM Wade Financial Advisory Inc., Campbell

Register Here


 


 



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