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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
Fri, Apr 22, 2011
12.00 pm - 1.30 pm
Marketing Solutions for Growth San Jose (Rose Garden Area) Brown Bag Meetings
Fri, May 20, 2011
12.00 pm - 1.30 pm
Advanced Roth IRA Planning Palo Alto, CA Brown Bag Meetings
Fri, Jun 24, 2011
12.00 pm - 1.30 pm
Best Practices in CRM Technology San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Jul 22, 2011
12.00 pm - 1.30 pm
Credit Scores and Credit Repair: What You Need to Know San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Aug 26, 2011
12.00 pm - 1.30 pm
Mortgage Acceleration Strategies San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Sep 23, 2011
12.00 pm - 1.30 pm
What To Do When Your Expiration Date Comes: End of Life Planning - Brown Bag Meetings
Fri, Oct 21, 2011
12.00 pm - 1.30 pm
Special Needs Trusts and Conservatorship: What You Need to Know San Jose (Rose Garden Area) Brown Bag Meetings
Tue, Nov 15, 2011
12.00 pm - 1.30 pm
Beyond the Money: Keys to a Fulfilling Retirement Cupertino Brown Bag Meetings
Fri, Dec 16, 2011
12.00 pm - 1.30 pm
No Meeting Scheduled San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Jan 20, 2012
12.00 pm - 1.30 pm
Ethical Challenges of Client Non-Compliance San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Feb 17, 2012
12.00 pm - 1.30 pm
Insurance Reviews: What You Need to Know to Help Your Clients San Jose (Rose Garden Area) Brown Bag Meetings
Fri, May 18, 2012
12.00 pm - 1.30 pm
Alternative Investments: Strategies For An Uncertain World San Jose (Rose Garden Area) Brown Bag Meetings
Wed, Jun 20, 2012
12.00 pm - 1.30 pm
Dealing with Difficult Clients: A Primer San Jose (Rose Garden Area) Brown Bag Meetings
Wed, Jul 18, 2012
12.00 pm - 1.30 pm
Divorce and Real Estate: Knowing Your Client Options San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Aug 24, 2012
12.00 pm - 1.30 pm
Helping Your Clients Boost Their Success With Small Business Administration Loans San Jose (Rose Garden Area) Brown Bag Meetings
Fri, Sep 21, 2012
12.00 pm - 1.30 pm
Tax Saving Tips for Small Businesses BB UCSC Extension in Silicon Valley Brown Bag Meetings
Fri, Oct 19, 2012
12.00 pm - 1.30 pm
Reverse Mortgages - What You Need to Know to Help Your Clients San Jose - Near Valley Fair Brown Bag Meetings
Fri, Nov 16, 2012
12.00 pm - 1.30 pm
Planning for Registered Domestic Partners - What You Need to Know San Jose - Near Valley Fair Brown Bag Meetings
Thu, Jan 24, 2013
12.00 pm - 1.30 pm
Retirement Strategies Seminar San Jose - Near Valley Fair Brown Bag Meetings
Fri, Feb 15, 2013
12.00 pm - 1.30 pm
Real Estate Investments in Diversified Portfolios San Jose - Near Valley Fair Brown Bag Meetings
Fri, Mar 15, 2013
12.00 pm - 1.30 pm
Strategies for Communicating and Working with Overspending Clients San Jose - Near Valley Fair Brown Bag Meetings
Fri, Apr 19, 2013 - Fri, Apr 19, 2013
April Brown Bag Lunch Meeting - Brown Bag Meetings

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