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Brown Bag Meeting Schedule

The Silicon Valley Chapter of the FPA hosts a series of lunchtime Brown Bag Meetings on a variety of topics. In 2008, we plan to hold 8 Brown Bag lunch meetings, per the following schedule.

2008 Brown Bag Meetings

2009 Brown Bag Meetings

Month	Topic \| Date	Presentation Materials (when available)
January	Mining a Client's Tax Return for Financial Planning Issues Kent Noard, CFP ® and Enrolled Agent 12:00 pm, Friday January 18th, Los Gatos more info
February	Breaking Into the Business and Building Your Practice Panel discussion with Julie Schatz CFP®, Dan Taylor CFP® and Rob Lyman CFP® 12:00 pm, Friday February 15th, Los Gatos more info
March	Section 1031 Exchanges: What You Need to Know Ron Ricard, CES 12:00 pm, Friday March 21st, Los Gatos more info
April	No Meeting Planned
May	Cliff Notes on College Planning: What You Need to Know David Beck, RIA - Bay Area college Planners 12:00 pm, Friday May 16th, San Jose more info
June	No Meeting
July	Retirement- Is it in your Future? Sandra Wales, CFP®, CMA President of Wales Investments Inc. 12:00 pm, Friday July 18th, Cupertino more info
August	No Meeting
September	Understanding the Basics of Covered Calls and Introducing Into Your Client's Portfolio Dave Samuels, CFP®, CLU, AIF President of Corinthian Wealth Management 12:00 pm, Friday Sept 19th, Cupertino more info
October	Tax Strategies for the Self-Employed Maine Shafer, J.D. Bradford and Company, Inc. 12:00 pm, Friday Oct 17th, Cupertino more info
November	Best Practices in Personal Productivity Management Rob Lyman CFP ® Vice President at Johnson Marotta 12:00 pm, Friday Nov 21st, Cupertino more info
December	No Meeting Planned

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