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DTSTART;TZID=America/Los_Angeles:20191011T113000
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UID:1112-1570793400-1570800600@www.fpasv.org
SUMMARY:October 2019 Chapter Meeting
DESCRIPTION:Overview:\nAmericans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But\, it is not just a lack of literacy holding Americans back. Behavioral biases and heuristics like narrow framing and loss aversion are also creating significant roadblocks. Learn how to incorporate best practices around behavioral finance techniques and technology to help achieve better evidence-based retirement outcomes for your clients. This presentation will show you how you can rewire the way your clients think about saving for retirement to spending in retirement. \n1.5 hours CFP CE has been granted for this session by the CFP Board. \n**Ethics for CFP® Professionals will be offered in a separate session at 2pm on October 11th.  If you would like to also register for Ethics\, it is $40 for members and $60 for non-members.  Registration for both Chapter Meeting and Ethics can be done simultaneously. \nTopic: Rewirement: Improving Retirement Income Client Outcomes By Embracing Behavioral Finance Best Practices. \nSpeaker: Jamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP® \nAbout The Speaker:\nJamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP®\, is the Director of Retirement Research at Carson Wealth and a Finance Professor of Practice at Creighton University’s Heider School of Business\, a former professor of Taxation at The American College\, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie is a Finance Professor of Practice at the Heider School of Business at Creighton University. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. His most recent book\, Rewirement: Rewiring The Way You Think About Retirement\, details the behavioral finance issues that hold people back from a more financially secure retirement. \nHe has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017\, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. \nFeatured Partner: Christina Gray\, Stonecrest \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegistration: Click here
URL:https://www.fpasv.org/event/october-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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DTSTART;TZID=America/Los_Angeles:20191011T140000
DTEND;TZID=America/Los_Angeles:20191011T160000
DTSTAMP:20190919T064744Z
CREATED:20190717T145451Z
LAST-MODIFIED:20190919T064744Z
UID:1501-1570802400-1570809600@www.fpasv.org
SUMMARY:Ethics
DESCRIPTION:Overview:\nThis program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct\, which is effective October 1\, 2019. The goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. \nTOPIC: Ethics \nSpeaker: Curt Weil\, CFP® \nAbout the Speaker:\nOur presenter\, Curt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegistration: Click here \n 
URL:https://www.fpasv.org/event/ethics
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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