Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

September 11 11:30am – 1:30pm – Planned Giving Options
Speaker: Rebecca Dupras
Location: Maggiano’s Little Italy
Register Here

October 9 11:30am – 1:30pm – Socially Responsible Investing
Speaker: Stu Dalheim
Location: Maggiano’s Little Italy

November 13 11:30am – 1:30pm – Topic on Elder Financial Abuse
Speaker: Cherie Bourlard
Location: Maggiano’s Little Italy

December 11 11:30am – 1:30pm – Economic Update: Guide to the Market Insight Program
Speaker: Jack F. Roddy
Location: Maggiano’s Little Italy

 

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.

September 18, 2015 – 12:00 – 1:30 pm
Topic: Asset Allocation in Tax-Deferred Accounts
Location: Campbell
Cost: $10 members/$15 non-members
Speaker: Eric Lewis, CFA, CFP®, CIO of Bedrock Capital
Register Here

October 16th, 2015 – 12:00 – 1:30 pm
Topic: Communications and Compliance Considerations in the Age of Social Media
Location: Campbell (near the Pruneyard)
Cost: $10 members/$15 non-members
Speaker: Marcos Lira, CFP®, EA, Founder and Principal of 360Dividends
Register Here

Upcoming Events

KEIR/FPA Scholarship Application
Apply for a chance to win the FPA Scholarship? Click HERE

Planned Giving Basics
Learn the basics of planned giving and obtain the tools to start your planned giving program in six sessions!
Special Rate for FPA Silicon Valley Members
Register Here

Firm Tour: Morgan Stanley Wealth Management (For Current FPA Members Only)
Have you ever wondered if there was another way to run your financial planning practice? Morgan Stanley Wealth Management has graciously offered to open up its offices and staff to share their experiences. Come prepared with questions!  Members Register Here.

October Student Forum
October 23, 2015, 12:00 – 1:30 pm
Annuities 101:  Understanding the Basics of Annuity Contracts
Speaker: Renée Snow, Ph.D., CFP®, EA, Principal of ASL Financial, LLC
Location: UCSC Extension Register Here





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