Wed, Jan 6, 2010
5.45 am - 8.00 am |
Foster Youth of San Mateo Co - Lessons Under The Money Tree |
San Mateo |
Pro Bono Events
|
Fri, Jan 8, 2010
11.30 am - 1.30 pm |
Roth IRA Conversion Strategies for 2010 - Kent Noard, CFP, EA |
Network Meeting Center at TechMart |
Chapter Meetings
|
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 12, 2010
11.30 am - 1.30 pm |
The Unique Traits of World-Class Advisors - Susan E. Kay |
Network Meeting Center at TechMart |
Chapter 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
|
Sun, Feb 21, 2010
1.30 pm |
Military Project Seminar - Predeployment Financial Planning - (Pro Bono Event) |
San Jose |
Pro Bono Events
|
Wed, Mar 10, 2010
4.00 pm - 6.00 pm |
Community Relations Committee Meeting |
Wales Investements |
Pro Bono Events
|
Fri, Mar 12, 2010
11.30 am - 1.30 pm |
2010 Economic Outlook - Kei Matsuda |
Network Meeting Center at TechMart |
Chapter 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, Mar 19, 2010
12.00 pm - 1.30 pm |
Building Your Practice: So…..How do I get Clients (Student Forum) |
UCSC Extension in Silicon Valley |
Student Forum Events
|
Sat, Mar 20, 2010
12.00 pm |
Military Project - One-on-one financial planning (Pro Bono Event) |
San Jose |
Pro Bono Events
|
Fri, Apr 9, 2010
11.30 am - 1.30 pm |
Role of the Investor, Noble Prize Academic Research - Gene Fama, Jr. |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Apr 16, 2010
12.00 pm - 1.30 pm |
No April Brown Bag Meeting Planned |
- |
Brown Bag Meetings
|
Sat, May 8, 2010
11.00 am - 2.00 pm |
Special Needs Outreach Seminar |
Willow Glen Branch Library |
Pro Bono Events
|
Sun, May 16, 2010
1.30 pm |
Military Project - Seminar Topic TBD |
San Jose |
Pro Bono Events
|
Tue, May 18, 2010
12.00 pm - 1.30 pm |
CFP® Exam Review Course Providers (Student Forum) |
UCSC Extension in Silicon Valley |
Student Forum Events
|
Tue, May 18, 2010
12.00 pm - 1.30 pm |
May Student Forum Meeting |
- |
Student Forum Events
|
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
|
Sat, May 22, 2010
7.00 pm - 10.00 pm |
Comedy Sportz Social Event |
Comedy Sportz, San Jose |
Other
|
Wed, Jun 2, 2010
- Thu, Jun 3, 2010
|
FPA NorCal Conference |
- |
Other
|
Tue, Jun 8, 2010
4.00 am - 6.00 am |
Community Relations Committee Meeting |
Wales Investements |
Pro Bono Events
|
Fri, Jun 11, 2010
11.30 am |
No June Chapter Meeting |
- |
Chapter 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 9, 2010
11.30 am - 1.30 pm |
Larry Stone, Proprety Tax Assessor |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Jul 9, 2010
1.45 pm - 3.45 pm |
Ethics |
Network Meeting Center at TechMart |
Chapter 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
|
Mon, Jul 26, 2010
4.30 pm - 5.30 pm |
Roth Conversions...what, when, how! |
UCSC Extension in Silicon Valley |
Student Forum Events
|
Thu, Aug 12, 2010
- Sun, Aug 15, 2010
|
21st Annual Far West Roundup |
UC Santa Cruz |
Other
|
Fri, Aug 13, 2010
|
No August Chapter Meeting |
- |
Chapter Meetings
|
Fri, Aug 20, 2010
|
No August Brown Bag Meeting |
- |
Brown Bag Meetings
|
Fri, Sep 10, 2010
11.30 am - 1.30 pm |
Estate Planning |
Network Meeting Center at TechMart |
Chapter 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
|
Mon, Oct 4, 2010
- Sun, Oct 10, 2010
|
Financial Planning Week |
To Be Determined |
Pro Bono Events
|
Fri, Oct 8, 2010
11.30 am - 1.30 pm |
Structuring Distribution Strategies for Retirees in a Bear Market |
Network Meeting Center at TechMart |
Chapter Meetings
|
Sat, Oct 9, 2010
- Tue, Oct 12, 2010
|
FPA Annual Conference - Denver, Colorado |
Colorado Convention Center |
Other
|
Sat, Oct 9, 2010
|
Silicon Valley Financial Planning Day |
Sunnyvale Public Library |
Pro Bono Events
|
Mon, Oct 18, 2010
4.00 pm - 5.30 pm |
Successfully Preparing for the CFP® Exam |
UCSC Extension in Silicon Valley |
Student Forum Events
|
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 12, 2010
11.30 am - 1.30 pm |
Guide to the Market - Investing Against a Backdrop of Uncertainty |
Network Meeting Center at TechMart |
Chapter 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 10, 2010
11.30 am - 1.30 pm |
Best Practices for Financial Planners - Practitioner's Roundtable |
Network Meeting Center at TechMart |
Chapter Meetings
|
Fri, Dec 17, 2010
|
No December Brown Bag Meeting |
- |
Brown Bag Meetings
|
Fri, Jan 14, 2011
11.30 am - 1.30 pm |
Back to the Future -- Income Tax Planning after the Sunset (tentative) |
Network Meeting Center at TechMart |
Chapter 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 11, 2011
11.30 am - 1.30 pm |
2011 Economic Outlook |
Network Meeting Center at TechMart |
Chapter 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, Feb 25, 2011
12.00 pm - 1.30 pm |
How to Build a Network of Allied Professionals |
UCSC Extension in Silicon Valley |
Student Forum Events
|
Fri, Mar 11, 2011
11.30 am - 1.30 pm |
Straight Talk on Social Security & Medicare |
Network Meeting Center at TechMart |
Chapter 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 8, 2011
11.30 am - 1.30 pm |
Panel Discussion: Get Credit – For Rescuing Clients |
Network Meeting Center at TechMart |
Chapter Meetings
|
FPASV Events Calendar 
