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Brown Bag Meetings - Archive

Brown Bag Meetings

Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-15 people, and they provide 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, though if you want to eat, you should plan to bring a bag lunch. Pre-registration (via email) is essential to ensure that we have sufficient room, as well as to facilitate communication in the event of a location or date change.

For more information on Brown Bag Meetings see About Brown Bag Meetings.

 

Date Title Venue Event Type
Fri, Jan 15, 2010
12.00 pm - 1.30 pm 		Understanding the Tax Life Cycle of A Real Estate Investment - Kent Noard, CFP®, EA San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Feb 19, 2010
12.00 pm - 1.30 pm 		College Panic: What you can do to help families with kids about to go to college - David Beck San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Mar 19, 2010
12.00 pm - 1.30 pm 		Panel Discussion: Building a Practice: So…..How Do I Find Clients? Santa Clara Brown Bag Meetings
Fri, Apr 16, 2010
12.00 pm - 1.30 pm 		No April Brown Bag Meeting Planned - Brown Bag Meetings
Fri, May 21, 2010
12.00 pm - 1.30 pm 		Could You or Your Clients Benefit from a Roth Conversion in 2010? Palo Alto, CA Brown Bag Meetings
Fri, Jun 18, 2010
12.00 pm - 1.30 pm 		What Impact Does the Pension Protection Act of 2006 Have on Long Term Care Insurance Funding? San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Jul 16, 2010
12.00 pm - 1.30 pm 		CalSTERs and CalPERS: Understanding Public Employee Retirement Benefits San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Aug 20, 2010
No August Brown Bag Meeting - Brown Bag Meetings
Thu, Sep 16, 2010
12.00 pm - 1.30 pm 		Social Security for Dual Income Couples San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Oct 22, 2010
12.00 pm - 1.30 pm 		Updates on 1031 Exchanges and Other Real Estate Exit Strategies San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Nov 19, 2010
12.00 pm - 1.30 pm 		Update on Grantor Retained Annuity Trusts San Jose (Near San Jose Airport) Brown Bag Meetings
Fri, Dec 17, 2010
No December Brown Bag Meeting - Brown Bag Meetings
Fri, Jan 21, 2011
12.00 pm - 1.30 pm 		Basics of Annuities: Planning for Income Needs San Jose (Near San Jose Airport) Brown Bag Meetings
Fri, Feb 18, 2011
12.00 pm - 1.30 pm 		Eldercare at Home: What are the Options? San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Mar 18, 2011
12.00 pm - 1.30 pm 		Options - One Tool in the Financial Planner’s Toolkit San Jose (Rose Garden Area) Brown Bag Meetings

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