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Communications and Compliance Considerations in the Age of Social Media

October 16 @ 12:00 pm - 1:30 pm

Silicon Valley FPA Brown Bag Lunch Events are open to all FPA members, regardless of chapter. Members are welcome to bring guests.. We also welcome non-members interested in learning more about the FPA.

Meeting Description:

The new buzz is “digital strategies”; Twitter, Facebook, Linkedin, blogs, e-newletter, and other platforms to facilitate new and improved ways of communication. Colorful, clear, and concise emails are especially popular among millennials. Younger clients want and need something different than what their parents and grandparents expect.  How do you engage with your younger clients?  How do they expect you to engage with them?   And, the more important question is:  How are you presenting yourself to this audience?  How are you making yourself relevant?  And, when using these new forms of communication, what is the impact to your firm’s compliance process? What is stored, and how?   Here is an opportunity to hear from Marcos Lira, CFP®, EA, Financial Planner and Tax Expert for Millennials.  Marcos will discuss the various tools and applications that he uses, and which he finds most useful in developing lasting relationships with his clients.  Come with your questions, and join the discussion.

Speaker Biography:

Marcos Lira is a Certified Financial Planner™, Enrolled Agent, Speaker, and Entrepreneur. He is the founder and Principal of 360Dividends, a financial planning practice that offers affordable, accessible and seamless subscription-based programs. He focuses on financial planning and taxation to help young professionals reduce their tax liability and optimize their equity compensation.

Marcos is an active leader in his community. He is a member of the New Leaders Council, a progressive organization made up of entrepreneurs and civically-engaged leaders in business and politics. He serves on the Board of the Financial Planning Association of Silicon Valley as the director of PR and Communication. He also serves as an ambassador for LAM Network, an exclusive community of educated Latino professionals.

A graduate of California State University, Fullerton, Marcos knew from a young age that he wanted to be a financial advisor. Even after receiving his bachelor degree in financial planning, Marcos continues to expand his knowledge and has gone on to become a Certified Financial Planner™ and an Enrolled Agent.

Registration Information:

Seating will be limited to 12.  Save the date. Registration will open later this summer. The meeting will be held in Campbell.

If you have to cancel after registering, please contact Susan Adams at execdirector@fpasv.org.  For other event questions, please contact May Inn Tan at MIT0725@gmail.com.



October 16
12:00 pm - 1:30 pm
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