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DTSTART;TZID=America/Los_Angeles:20231012T134500
DTEND;TZID=America/Los_Angeles:20231012T160000
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UID:3409-1697118300-1697126400@www.fpasv.org
SUMMARY:Oct 2023 Annual Ethics Hybrid Seminar
DESCRIPTION:CLICK HERE TO REGISTER\n\n2023 Hybrid Ethics Training \n \nIn-Person or via Zoom (login details in confirmation email) \n\n\n\n\n\nSPEAKER: Curt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \n\n \nSUMMARY: This program fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s latest Code of Ethics and Standards of Conduct. \nThe 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. \nSPEAKER BIO: 45+ years as a stockbroker\, financial planner\, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California\, Santa Cruz. \n\n\nMore Information\n2.0 approval pending for CFP CEU is available for this session. \n**You will need to be logged into your computer or Zoom app and take a poll near the end of the meeting to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer. \nNo refunds after October 10. \n**For those attending in-person\, you are not required to attend the following Chapter Meeting in order to attend the Ethics session**
URL:https://www.fpasv.org/event/oct-2023-annual-ethics-hybrid-seminar
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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DTSTART;TZID=America/Los_Angeles:20231012T160000
DTEND;TZID=America/Los_Angeles:20231012T180000
DTSTAMP:20230824T184027Z
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UID:3132-1697126400-1697133600@www.fpasv.org
SUMMARY:October 2023 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\n\n3 Strategies That Will Amplify Your Networking Efforts And Generate More Revenue!\n\n \n\n\n\nSPEAKER \nCameo Roberson is the Founder/CEO of Atlas Park Consulting \nSUMMARY  \n\nWinning prospects\, influencing your network and normalizing sharing referrals are interrelated parts to growing your business. What we don’t talk about but keeps us up at night is how to MANAGE all your business development follow up activities. Beyond just showing up\, how can you make sure you’re building strong Know-Like-Trust currency and stop leaving money on the table? \n1. Put a list together and schedule time to tackle it.\n2. Hand the follow up to your assistant.\n3. Adopt templates and checklists to keep you organized. \nThe W.I.N.G.G.™ Method helps busy professionals implement a flawless follow up system\, without feeling overwhelmed\, so you can turn your “Contacts into Contracts”\, build stronger connections and grow your business. \nIn this interactive 40 minute training\, learn from a Former Networking Newbie (who had 5 people in her network when she was laid off for the second time in 2011) into a Networking Naturalista who has transformed her network into expansive connections and new business worldwide! \n\nSPEAKER BIO  \n \nCameo Roberson is the Founder of Atlas Park Consulting\, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. Atlas Park helps leaders and teams execute their growth strategy\, improve business processes\, streamline operations and systematize the day-to-day; without feeling overwhelmed so you can be prepared for next level growth. Cameo is also the interim COO for CHIP\, connecting Black\, Hispanic\, and Latinx wealth advisors to new clients. Previously\, Cameo spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms. Her experience and expertise in practice management techniques\, creates presentations that are new\, different and relevant. \nCameo has been interviewed about how advisors can drive growth through the coordination of people\, processes and technology in several publications; including Wealth Management Magazine\, The Journal of Financial Planning\, Forbes Magazine\, Financial Planning Magazine and Investor’s Business Daily.  \nSite: https://atlasparkco.com/  \nFollow her on LinkedIn and Twitter @atlasparkco \n\n\nMore Information\nTicket price includes: heavy appetizers\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CEU pending for this session  \nNo refunds after 3pm the day before the meeting.
URL:https://www.fpasv.org/event/october-2023-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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