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Communications and Compliance Considerations in the Age of Social Media

October 16, 2015 @ 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-newsletter, 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 the Owner and Founder of 360Dividends and 360Tax & Accounting. 360Dividends provides subscription-based financial planning programs to young professionals and entrepreneurs who are looking for a comprehensive approach to their finances with a keen eye on taxation. 360Dividends also offers a Financial Wellness Program to employers who understand that employees are engaged, loyal and productive in the workplace when they have achieved financial well-being.

Marcos Lira is committed to helping individuals improve their life’s financial stages and empowering them to make their goals a reality. As a Certified Financial Planner™ and Enrolled Agent he is guided by the CFP Board’s Code of Ethics and its seven principles. He acts in the client’s best interests and adheres to the fiduciary standard of care laid out by The Investment Advisers Act of 1940.

Marcos is an active leader in his community. He is a member of the New Leaders Council, an innovative organization made up of entrepreneurs and civically-engaged leaders in various sectors. 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.

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  For other event questions, please contact May Inn Tan at



October 16, 2015
12:00 pm - 1:30 pm
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