Silicon Valley FPA

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Meetings

The Silicon Valley Chapter of the FPA meets on the 2nd Friday of each month for lunch. Registration starts at 11:30 a.m. and meetings run from 12:00 p.m. to 1:30 p.m. at the Techmart Network Meeting Center, located at 5201 Great America Parkway in Santa Clara.

Our meetings are usually of a technical nature for financial service professionals with an occasional practice management topic. The meetings are not open to the general public but are open to all financial planning professionals. Even if you have not yet gotten your membership in the Financial Planning Association you are welcome to attend our Chapter meetings.

We encourage you to register for meetings in advance using our online registration system. The advance registration fee is $35 for members and $40 for non-members. There is usually space available for at-the-door registration. The at-the-door registration fee is $50 for members and $55 for non-members and requires a cash or check payment.

2008 Chapter Meetings

Month	Topic \| Date	Presentation Materials (when available)
January	Economic Outlook: “What to Expect in 2008?” Jeanette Garretty Friday, January 11th Sponsoring Partner: Lawson and Associates
February	Tax Planning: “Important Tax Issues Planners Should Know” Kent Noard Friday, February 8th Sponsoring Partner: Heffernan Insurance Group
March	Client Relationship: “Transforming Best Intentions Into Action” Helga Hayse Friday, March 14th Sponsoring Partner: Financial Freedom
April	Hot Topics in Information Technology for Advisors Michael Price, President, MPA Networks, Inc. Friday, April 11th Sponsoring Partner: Thornburg Investment Management
May	Investing in Alternative Energy Sources – Evaluating Green/Sustainable/Efficient Technologies Kevin Landis, Firsthand Capital Management, Inc. Friday, May 9th Sponsoring Partner: MFS
June	No Meeting Planned - NorCal Regional Conference
July	The Economic And Financial Market Outlook Into 2009: Fighting A Three Front War Gary Schlossberg Friday, July 11th Sponsoring Partner: Legg Mason
August	No Meeting Planned - Far West Roundup
September	Approaches for Real Estate Investing Rich Arzaga Friday, September 12th Sponsoring Partner: Wells Real Estate Funds
October	The IRA Inheritance Trust Rich Dayton, The Dayton Law Firm Friday, Oct 10th Sponsoring Partner: Dayton Law Firm Ethics Evening Meeting Curt Weil Thursday, October 16th *Evening Meeting* Sponsoring Partner: MFS
November	Elder Care Panel: Risks and Concerns of your Senior Clients Friday, November 14th Sponsoring Partner: Hartford Mutual Funds
December	Compassionate Listening and Compassionate Speaking Marcella "Shanti" Macartney Friday, December 12th Sponsoring Partner: Manager's Investment Group