BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Financial Planning Association of Silicon Valley - ECPv6.16.5.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Financial Planning Association of Silicon Valley X-ORIGINAL-URL:https://www.fpasv.org X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20200308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20201101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20210314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20211107T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20220313T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20221106T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20230312T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20231105T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20230209T160000 DTEND;TZID=America/Los_Angeles:20230209T180000 DTSTAMP:20230130T181035Z CREATED:20230105T032355Z LAST-MODIFIED:20230130T181035Z UID:3114-1675958400-1675965600@www.fpasv.org SUMMARY:February 2023 Chapter Meeting DESCRIPTION:TOPIC: Investing in the Low-Carbon Leaders of the Future \nSPEAKER: Roger Mortimer\, Portfolio Manager of KraneShares \nSUMMARY:  \n\nLearn more about the emerging decarbonization leaders disrupting their industries and the companies enabling them:\n• Can provide potential portfolio diversification\, as climate-focused investments may act as a differentiated and non-correlated source\nof return that are not driven by the economic cycle\n• A liquid global thematic climate-aligned strategy\, diversified by sector\, geography\, and market cap\n• Active management allows for dynamic exposure in an evolving investible universe\n• Tax efficiency – portfolio rebalancing does not incur tax impact from capital gains in actively managed portfolio \n\nSPEAKER BIO:  \nRoger Mortimer joined KraneShares in 2022 as a Portfolio Manager. Roger is an experienced public-equity investor with over 20 years of experience investing globally in the energy\, materials\, industrial\, and utility industries. He brings deep industry experience and specialized knowledge of clean energy technologies. \nBefore KraneShares\, Roger was Senior Portfolio Manager/ Senior Vice-President with CI Global\, where he restructured a C$10B equity mutual fund unit and was Portfolio Manager on C$6B+ in mutual fund assets. Prior to CI\, Roger founded Parador Asset Management where he managed long-short capital; was an international equity portfolio manager at Capital Group Companies; and held multiple portfolio management roles with AIM Funds/ Amvescap (now Invesco) \, including managing the C$1.6B AIM Canadian First Class Fund and $800 M in the AIM Opportunities I\, II and III Funds. Roger’s career began in the corporate development group at Canadian Utilities. Roger has received recognition for managing top-performing strategies on numerous occasions. \nMortimer received a B.A. in Economics from the University of Western Ontario\, holds an M.B.A. degree from the Ivey Business School\, and earned a corporate governance certificate from Kellogg. \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 pending CFP CEU is available for this session  URL:https://www.fpasv.org/event/february-2023-chapter-meeting LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20230204T100000 DTEND;TZID=America/Los_Angeles:20230204T153000 DTSTAMP:20230127T170039Z CREATED:20230127T170039Z LAST-MODIFIED:20230127T170039Z UID:3170-1675504800-1675524600@www.fpasv.org SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library DESCRIPTION:Topic: Financial Advisors Needed For Pro Bono/Planners in the Library \nLocation: Gilroy Library\, 350 West Sixth Street\, Gilroy \nTime: 10:00 am – 3:30 pm \n» Click here for more information or to register for this event URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library LOCATION:Gilroy Library\, 350 W Sixth Street\, Gilroy\, CA\, 95020\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20230112T160000 DTEND;TZID=America/Los_Angeles:20230112T180000 DTSTAMP:20230105T031648Z CREATED:20230105T031217Z LAST-MODIFIED:20230105T031648Z UID:3104-1673539200-1673546400@www.fpasv.org SUMMARY:January 2023 Chapter Meeting DESCRIPTION:TOPIC: 2023 Tax Update \nSPEAKER: Kathy Fitzpatrick\, Partner of Fitzpatrick & Tucker Inc. \n\n \nSUMMARY: 2022 has been another challenging year for professionals in tax and financial planning. From high inflation\, high interest rate to equity market meltdown\, plenty of developments have been keeping professionals as well as clients busy. In this presentation we will discuss tax law changes that impact planning for year 2023 and strategies for dealing with those changes. URL:https://www.fpasv.org/event/january-2023-chapter-meeting LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20221209T160000 DTEND;TZID=America/Los_Angeles:20221209T180000 DTSTAMP:20220919T213740Z CREATED:20211219T032201Z LAST-MODIFIED:20220919T213740Z UID:2768-1670601600-1670608800@www.fpasv.org SUMMARY:December 2022 Chapter Meeting DESCRIPTION:Overview:\nTopic: Holiday Party and Wine Tasting \nVenue: Maggiano’s Little Italy Restaurant\, 3055 Olin Ave Suite 1000\, San Jose\, CA 95128 \nCost: Members $40\, Non-members $75\, Student $10 \nRegistration: Save-The-Date URL:https://www.fpasv.org/event/december-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20221111T090000 DTEND;TZID=America/Los_Angeles:20221111T103000 DTSTAMP:20221019T031146Z CREATED:20211219T032109Z LAST-MODIFIED:20221019T031146Z UID:2766-1668157200-1668162600@www.fpasv.org SUMMARY:November 2022 Chapter Meeting Webinar DESCRIPTION:Overview:\nTopic: FAFSA Changes that WILL Impact Your Clients \nSpeaker: Cozy Wittman\, College Inside Track \nVenue: Zoom Webinar \nAbout the Speaker:  \nAs Education and Partnership leader at College Inside Track\, Cozy Wittman speaks nationally about college search\, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex\, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! She was featured in The Journal of Financial Planning on the subject of college planning. \nCost: Members $40\, Non-members $75\, Student $10 \nRegistration: Click Here URL:https://www.fpasv.org/event/november-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20221014T104500 DTEND;TZID=America/Los_Angeles:20221014T130000 DTSTAMP:20220919T214509Z CREATED:20220822T051954Z LAST-MODIFIED:20220919T214509Z UID:2918-1665744300-1665752400@www.fpasv.org SUMMARY:Oct 2022 Annual Ethics Virtual Seminar DESCRIPTION:Overview:\nTopic: Annual Ethics Virtual Seminar \nSpeaker: Curt Weil\, CFP® \nVenue: Zoom Webinar \nAbout the Speaker: \nN/A \n\nCost: Members $40\, Non-members $60 (late fee from Oct 8 – Members $60\, Non-members $75) \nRegistration: Click here URL:https://www.fpasv.org/event/oct-2022-annual-ethics-seminar LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20221014T090000 DTEND;TZID=America/Los_Angeles:20221014T103000 DTSTAMP:20221007T182836Z CREATED:20211219T032002Z LAST-MODIFIED:20221007T182836Z UID:2764-1665738000-1665743400@www.fpasv.org SUMMARY:October 2022 Chapter Meeting Webinar DESCRIPTION:Overview:\nTopic: Apes in the ether: digital assets yesterday\, today\, and in your client’s legacies \nSpeaker: Mitch Mitchell\, TrustandWill.com \nVenue: Zoom Webinar \nAbout the Speaker: \nMitch is Associate Counsel of Estate Planning at Trust & Will\, where he acts as an integral part of the company’s internal legal team. As an experienced estate planning and probate attorney\, Mitch brings over a decade of knowledge and real-life experience to Trust & Will’s service offerings. Before joining Trust & Will\, Mitch was a lawyer in private practice\, where he helped individuals prepare their estate plans and helped families navigate probate after the loss of a loved one. He is a Baylor University School of Law graduate\, where he earned a JD. Mitch lives in Houston with his wife and three young children. \n\nCost: Members $40\, Non-members $75\, Student $10 (plus como-tickets if plan to attend the Ethics webinar session that follow) \nRegistration: Click here URL:https://www.fpasv.org/event/october-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220908T160000 DTEND;TZID=America/Los_Angeles:20220908T180000 DTSTAMP:20220906T163538Z CREATED:20211219T031902Z LAST-MODIFIED:20220906T163538Z UID:2762-1662652800-1662660000@www.fpasv.org SUMMARY:September 2022 Hybrid Chapter Meeting (In-Person & Pilot Video Streaming) DESCRIPTION:Overview:\nTopic: What you need to know about the future of Real Estate and how it will impact you \nSpeaker: Sandy Jamison\, REALTOR® \nVenue: Top Golf San Jose & Pilot Zoom Video Streaming \nAbout the Speaker: Sandy is highly acclaimed with numerous awards and credentials including “Realtor of The Year” by the Santa Clara County Association of Realtors\, “Woman of Distinction” award by the National Association of Women Business Owners\, and made the “Top 100 Women of Influence” list by the Silicon Valley Business Journal. She has been featured on KTVU\, Fox\, Mercury News\, KSFO\, KTRB\, KCBS\, KFOX\, and BayFM and many other publications and news media. She founded Tuscana Properties® in 2008 after spending 10 years working in High Tech companies like eBay and Advanced Micro Devices. With a small team of less than 5 people she has become a top producing agent in San Jose. \nCost: Members $40\, Non-members $75\, Student $10\, and Externs $0 \nRegistration: click here to register: http://events.constantcontact.com/register/event?llr=9v8v6qpab&oeidk=a07ejc8nrwf0d41125a URL:https://www.fpasv.org/event/september-2022-chapter-meeting LOCATION:Top Golf San Jose\, 10 Topgolf Drive\, San Jose\, CA\, 95002\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220708T090000 DTEND;TZID=America/Los_Angeles:20220708T103000 DTSTAMP:20220707T131532Z CREATED:20211219T031753Z LAST-MODIFIED:20220707T131532Z UID:2760-1657270800-1657276200@www.fpasv.org SUMMARY:July 2022 Chapter Meeting DESCRIPTION:Overview:\nTopic: “The Last Things We Talk About” (End of Life Transition Estate Planning Map) \nSpeaker: Rev. Dr. Elizabeth Boatwright\, BCC-PCHAC\, CFP® \nVenue: Zoom Webinar \nAbout the Speaker: \nN/A \n\nCost: Members $40\, Non-members $75\, Student $10 \nRegistration: Click here URL:https://www.fpasv.org/event/july-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220512T160000 DTEND;TZID=America/Los_Angeles:20220512T190000 DTSTAMP:20220506T200025Z CREATED:20211219T031639Z LAST-MODIFIED:20220506T200025Z UID:2758-1652371200-1652382000@www.fpasv.org SUMMARY:May 2022 Chapter Meeting DESCRIPTION:Overview:\nTopic: What is Long Term Care Insurance and Why Many Clients Will Need it PLUS Happy Hour Networking \nSpeaker: Jesse Thai of American Brokerage Network \nSponsors: NFP & Cantor Fitzgerald \nVenue: Topgolf San Jose \nAbout the Speaker:\n \nN/A \n\nCost: Members $40\, Non-members $75\, Student $10 \nRegistration: Click here URL:https://www.fpasv.org/event/may-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220426T170000 DTEND;TZID=America/Los_Angeles:20220426T200000 DTSTAMP:20220426T003343Z CREATED:20211219T031538Z LAST-MODIFIED:20220426T003343Z UID:2756-1650992400-1651003200@www.fpasv.org SUMMARY:April 2022 Chapter Meeting [Special Date!] DESCRIPTION:Overview:\nApril 8 Chapter Meeting Rescheduled to April 26 @ 5:00pm to 8:00pm \nTopic: Joint Associations Networking Collaborative with Magic Act Special Event – Financial Association of Silicon Valley\, Santa Clara County Estate Planning Council\, and Silicon Valley Association for Financial Professionals \nSpeaker: Theron Schaub \nVenue: LvL Up Arcade & Gastropub \nAbout the Speaker: \nSan Francisco Bay Area Magician \n\nCost: TBD \nRegistration: Click here URL:https://www.fpasv.org/event/april-2022-chapter-meeting LOCATION:Arcade & Gastropub\, 400 E Campbell\, Campbell\, CA\, 95008\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220311T090000 DTEND;TZID=America/Los_Angeles:20220311T103000 DTSTAMP:20220226T032656Z CREATED:20211219T031409Z LAST-MODIFIED:20220226T032656Z UID:2753-1646989200-1646994600@www.fpasv.org SUMMARY:March 2022 Chapter Meeting DESCRIPTION:Overview:\nTopic: Digitization Has Accelerated Growth in Gaming and Digital Assets Industries \nSpeaker: John Patrick Lee\, Product Manager of VanEck \nVenue: Zoom Webinar \nAbout the Speaker: \nN/A \n\nCost: Members $40\, Non-members $75\, Student $10 \nRegistration: Click here URL:https://www.fpasv.org/event/march-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220226T100000 DTEND;TZID=America/Los_Angeles:20220226T150000 DTSTAMP:20220214T232747Z CREATED:20220214T232747Z LAST-MODIFIED:20220214T232747Z UID:2808-1645869600-1645887600@www.fpasv.org SUMMARY:February 2022 Financial Planning Day DESCRIPTION:Overview:\nTopic: Financial Planning Day with Sunnyvale Public Library \nSpeaker: Various 1-on-1 Consultations \nVenue: Zoom Webinar \nAbout the Speaker: \nRegistration: Click here URL:https://www.fpasv.org/event/february-2022-financial-planning-day LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220225T120000 DTEND;TZID=America/Los_Angeles:20220225T133000 DTSTAMP:20220106T014032Z CREATED:20220106T014032Z LAST-MODIFIED:20220106T014032Z UID:2794-1645790400-1645795800@www.fpasv.org SUMMARY:February 2022 Student Forum DESCRIPTION:Student Forum Meetings are intended for current\, former and prospective students\, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program\, and for members of any FPA chapter. These meetings are not open to the general public.\n \n\n\nOverview:\nTopic: Financial Planning Business Models \nSpeaker: Ethan Pepper\, CFP®\, EA\, Founder of Orchard City Wealth Management\, LLC; Phuong N. Quach\, CFP®\, CRPC®\, BFA\, Private Wealth Advisor and a co-owner of Quach\, Chien & Associates; Eric Solve\, CFP®\, EA\, Senior Advisor and Partner at Wade Financial \nLocation: UCSC Extension in Santa Clara (3175 Bowers Avenue) \nRegistration: Click here URL:https://www.fpasv.org/event/february-2022-student-forum LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220210T160000 DTEND;TZID=America/Los_Angeles:20220210T173000 DTSTAMP:20220127T010703Z CREATED:20211219T031226Z LAST-MODIFIED:20220127T010703Z UID:2751-1644508800-1644514200@www.fpasv.org SUMMARY:February 2022 Chapter Meeting DESCRIPTION:Overview:\nTopic: 2021/2022 Tax Update \nSpeaker: Douglas Ratke of Radtke & Company CPAs \nVenue: Zoom Webinar \nAbout the Speaker: \nDoug is a California Certified Public Accountant and sole proprietor of Radtke & Company CPAs in Mountain View\, a public accounting firm providing tax and attestation services. \n\nCost: Members $40\, Non-members $75\, Student $10 \nRegistration: Click here URL:https://www.fpasv.org/event/february-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220114T090000 DTEND;TZID=America/Los_Angeles:20220114T103000 DTSTAMP:20211230T203152Z CREATED:20211126T032024Z LAST-MODIFIED:20211230T203152Z UID:2740-1642150800-1642156200@www.fpasv.org SUMMARY:January 2022 Chapter Meeting DESCRIPTION:Overview:\nTopic: State of The Silicon Valley Economy \nSpeaker: Larry Stone\, Santa Clara County Tax Assessor \nVenue: Zoom Webinar \nAbout the Speaker: \nN/A \n\nCost: Members $40\, Non-members $75\, Student $10 \nRegistration: Register Here URL:https://www.fpasv.org/event/january-2022-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20211210T160000 DTEND;TZID=America/Los_Angeles:20211210T180000 DTSTAMP:20211124T141531Z CREATED:20201015T163216Z LAST-MODIFIED:20211124T141531Z UID:2162-1639152000-1639159200@www.fpasv.org SUMMARY:December 2021 Holiday Chapter Meeting DESCRIPTION:Overview:\nTopic: Virtual Holiday Party/Virtual Olive Oil Tasting Experience & Networking \nSpeaker: McEvoy Ranch Representative \nFeatured Partner: Beth Miller-Rowe\, The Reverse Mortgage Group \nVenue: Zoom Webinar \nAbout the Speaker: \nN/A \n\nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click Here URL:https://www.fpasv.org/event/december-2021-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20211112T090000 DTEND;TZID=America/Los_Angeles:20211112T103000 DTSTAMP:20211026T141857Z CREATED:20201015T163046Z LAST-MODIFIED:20211026T141857Z UID:2159-1636707600-1636713000@www.fpasv.org SUMMARY:November 2021 Chapter Meeting DESCRIPTION:Overview:\nTopic: Anticipated Tax Law Changes/Can CRUTs replace “Stretch IRA”? \nSpeaker: Roxanne T. Jen\, Esq. \nFeatured Partner: Greg Hacker\, Open Mortgage \nVenue: Zoom Webinar \nAbout the Speaker: \nTBA \n\nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click Here URL:https://www.fpasv.org/event/november-2021-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20211103T100000 DTEND;TZID=America/Los_Angeles:20211103T110000 DTSTAMP:20211026T141620Z CREATED:20210322T000808Z LAST-MODIFIED:20211026T141620Z UID:2422-1635933600-1635937200@www.fpasv.org SUMMARY:Top of Mind Series Webinar - November 2021 DESCRIPTION:Overview:\nTopic: Combating Zoom Fatigue \nSpeaker: Shelley Golden \nLocation: Virtual Event \nCost: Free to FPA members \nRegistration: Click here URL:https://www.fpasv.org/event/top-of-mind-series-webinar-november-2021 LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20211022T120000 DTEND;TZID=America/Los_Angeles:20211022T133000 DTSTAMP:20211018T172250Z CREATED:20210602T022335Z LAST-MODIFIED:20211018T172250Z UID:2563-1634904000-1634909400@www.fpasv.org SUMMARY:October 2021 Student Forum DESCRIPTION:Student Forum Meetings are intended for current\, former and prospective students\, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program\, and for members of any FPA chapter. These meetings are not open to the general public.\n \n\n\nOverview:\nTopic: Taking the Long View: Preparing Your Clients for Retirement \nSpeaker: James Park\, APMA\, Branch Manager\, Ameriprise Financial and Principal of WisdomSource Wealth Advisory Group; Chris Wentzien\, MBA\, CPA\, CFP®\, Founder and Principal of Natural Bridges Financial Advisors \nLocation: Zoom Session\, Details to follow with Registration \nHow do you get your clients to live their plan—from financial goal-setting to living a successful retirement? \nFor professional financial planners\, helping clients build a retirement plan has a work scope much broader than simple TVM calculations and amassing a specific pot of money. \nJoin two seasoned financial planners in a dynamic virtual discussion about the practical tools financial planners use to help clients identify the hard and soft goals for a successful retirement plan. We’ll talk about working with clients at various points in their aging lifecycle\, balancing economic ups and downs\, and helping them take the steps they need to reach their goals. Common pitfalls will be addressed. \nCome share your experience. \nThis event will be held online via Zoom.  We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. You will receive the Zoom link a few days prior to the event.  Registration closes on October 19\, 2021. \nAbout the Speaker:  \nSpeaker Bio will follow shortly. URL:https://www.fpasv.org/event/october-2021-student-forum LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20211008T090000 DTEND;TZID=America/Los_Angeles:20211008T103000 DTSTAMP:20210914T125217Z CREATED:20201015T162945Z LAST-MODIFIED:20210914T125217Z UID:2157-1633683600-1633689000@www.fpasv.org SUMMARY:October 2021 Chapter Meeting DESCRIPTION:Overview:\nTopic: China Internet & Equity Market Update \nSpeaker: Brendan Ahern\, Chief Investment Officer \nFeatured Partner: Kira Benson\, EMQQ \nVenue: Webinar \nAbout the Speaker: \nBrendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2012. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares)\, which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs\, which has contributed to his profound knowledge of the ETF landscape. \nBrendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks\, brokers\, and regional and boutique research firms. He produces a daily update called China Last Night (www.chinalastnight.com)\, which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia\, and he is quoted in The Wall Street Journal and Investor’s Business Daily. \nBrendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco. \nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here URL:https://www.fpasv.org/event/october-2021-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210910T090000 DTEND;TZID=America/Los_Angeles:20210910T103000 DTSTAMP:20210908T003239Z CREATED:20201015T162829Z LAST-MODIFIED:20210908T003239Z UID:2155-1631264400-1631269800@www.fpasv.org SUMMARY:September 2021 Chapter Meeting DESCRIPTION:Overview:\nTopic: Today’s HNW Investor: Understanding and Addressing the Multi-Generational Opportunity \nSpeaker: Rob Matella\, Goldman Sachs Asset Management \nFeatured Partner: Mackenzie Farwell\, Axio Financial \nVenue: Webinar \nAbout the Speaker: \nRob Montella Vice President\, Business Practices. Rob serves as a Senior Strategist in Business Practices’ for GSAM’s Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors’ business efficiency and productivity. Prior to joining Goldman Sachs\, Rob spent 16 years with Ameriprise Financial\, most recently as a Managing Partner with RiverSource University. In that role\, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms. \nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Save The Date URL:https://www.fpasv.org/event/september-2021-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210827T113000 DTEND;TZID=America/Los_Angeles:20210827T130000 DTSTAMP:20210819T031558Z CREATED:20210521T014404Z LAST-MODIFIED:20210819T031558Z UID:2550-1630063800-1630069200@www.fpasv.org SUMMARY:Park Summer Social – August 2021 DESCRIPTION:Overview:\nTopic: [POSTPONED] Park Summer Social For FPA Members & Interns \nSpeaker: None \nLocation: Cuesta Park in Mountain View \nCost: Free to FPA members & Interns \nRegistration: URL:https://www.fpasv.org/event/park-summer-social-august-2021 LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210818T100000 DTEND;TZID=America/Los_Angeles:20210818T110000 DTSTAMP:20210803T031134Z CREATED:20210322T000842Z LAST-MODIFIED:20210803T031134Z UID:2421-1629280800-1629284400@www.fpasv.org SUMMARY:Top of Mind Series Webinar - August 2021 DESCRIPTION:Overview:\nTopic: Elevate Your Client Experience – How To 5X The Client WOW Factor Using Systems + Automation! \nSpeaker: Cameo Roberson\, Founder of Atlas Park Consulting & Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation \nLocation: Zoom Webinar \nCost: Free to FPA members \nRegistration: Open. Click Find Out More below to register\nFind Out More URL:https://www.fpasv.org/event/top-of-mind-series-webinar-august-2021 LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210709T090000 DTEND;TZID=America/Los_Angeles:20210709T103000 DTSTAMP:20210630T035333Z CREATED:20201015T162735Z LAST-MODIFIED:20210630T035333Z UID:2153-1625821200-1625826600@www.fpasv.org SUMMARY:July 2021 Chapter Meeting DESCRIPTION:Overview:\nWhen a client informs you they are planning to divorce many thoughts come to mind. Should I get involved? What can I do to help? Is there a conflict of interest? While there is not a cookie-cutter approach to divorce finances\, an understanding of the process and helpful information for the client(s) who are divorcing can be of great assistance. We will look at the types of financial analysis\, decisions\, support\, and resources that may be needed and provide guidance about what you as a financial planner without divorce expertise can reasonably provide. Considerations for divorce planning that involve decisions relating to keeping the house\, pensions\, retirement plans\, and brokerage accounts\, division of stock plans\, as well as gray divorce will be addressed. In closing\, we will look at a checklist of items to be addressed post-divorce. \nTopic: Divorce Planning for Planners \nSpeaker:  Beth McClelland CDFA\, CFP® \nFeatured Partner: Louis Retief\, Hubly \nVenue: Virtual \nAbout the Speaker: \nBeth McClelland\, MBA\, CDFA\, CFP® is the founder and managing principal of East Bay Divorce Financial Planning. My goal is to provide guidance in settlement planning\, finances and decision-making for my clients to find financial peace as they journey through the divorce process. I am an advocate for alternative dispute resolution processes as a means to minimize conflict\, optimize relationships\, emotional health\, and minimize the loss of assets. \nI work with both individuals and couples before\, during\, and after divorce. My services can be designed to support a variety of approaches to divorce including: mediation\, collaborative divorce\, uncontested divorce where the couple works together on the settlement agreement\, or litigated. I work in partnership with attorneys\, therapists\, paralegals and other professionals to provide the full range of services required to support the process and complete filings with the courts. \nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here URL:https://www.fpasv.org/event/july-2021-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210521T120000 DTEND;TZID=America/Los_Angeles:20210521T133000 DTSTAMP:20210308T145448Z CREATED:20210308T144954Z LAST-MODIFIED:20210308T145448Z UID:2392-1621598400-1621603800@www.fpasv.org SUMMARY:May 2021 Student Forum DESCRIPTION:Student Forum Meetings are intended for current\, former and prospective students\, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program\, and for members of any FPA chapter. These meetings are not open to the general public.\n \n\n\nOverview:\nTopic: High Tech to Financial Coaching – An individual Journey \nSpeaker: Christine Teh\, Principal\, Teh Financial Coaching \nLocation: Zoom Session\, Details to follow with Registration \nJoin us for this fascinating dual topic session where UCSC Extension in Silicon Valley Personal Financial Planning Program student Christine Teh (www.TehFinancialCoaching.com) speaks about her transition from the Tech industry to Financial Coaching\, initially starting out her coaching business as a side hustle for two years before taking the leap of faith in 2019.  This year marks two years working full time with her own business as a Financial Coach.  She will share her experience and learnings in the transition process.  And then she will pivot and share her experiences as a coach. How does she identify problem behaviors? How does she work to change individual’s behaviors? Learn ways that she encourages people to finance their futures. \nCome with your questions!   \nThis event will be held online via Zoom.  We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. You will receive the Zoom link a few days prior to the event.  Registration closes on May 19th\, 2021. \nAbout the Speaker:  \nSpeaker Bio will follow shortly. URL:https://www.fpasv.org/event/may-2021-student-forum LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210514T090000 DTEND;TZID=America/Los_Angeles:20210514T103000 DTSTAMP:20210413T122925Z CREATED:20201015T162609Z LAST-MODIFIED:20210413T122925Z UID:2151-1620982800-1620988200@www.fpasv.org SUMMARY:May 2021 Chapter Meeting DESCRIPTION:Overview:\nTopic: Prop 19 and Estate Planning \nSpeaker: Patrick Kohlmann of Temmerman\, Cilley & Kohlmann \nFeatured Partner: Mike Ryan\, Michael Ryan & Associates \nVenue: Online \nAbout the Speaker: \nTBA \n\nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here \n**The first 10 people to register for this meeting will receive a copy of The Last Things We Talk About: Your Guide to End of Life Transitions\, written by FPASV chapter and board member Rev. Dr. Elizabeth Boatwright\, CFP®.** URL:https://www.fpasv.org/event/may-2021-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210421T100000 DTEND;TZID=America/Los_Angeles:20210421T104500 DTSTAMP:20210224T173859Z CREATED:20210224T173859Z LAST-MODIFIED:20210224T173859Z UID:2365-1618999200-1619001900@www.fpasv.org SUMMARY:Member Webinar Series DESCRIPTION:Overview:\nTopic: Zoom Makeover \nSpeaker: Shelley Golden \nVenue: Online \nRegistration: Click here URL:https://www.fpasv.org/event/member-webinar-series LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210409T090000 DTEND;TZID=America/Los_Angeles:20210409T103000 DTSTAMP:20210409T050227Z CREATED:20201015T162500Z LAST-MODIFIED:20210409T050227Z UID:2149-1617958800-1617964200@www.fpasv.org SUMMARY:April 2021 Chapter Meeting DESCRIPTION:Overview:\nPlease join us for a panel discussion on the growing concern of Wildfires experienced in California and the Western States.  A panel of experts discuss what has been learned\, how to prepare for the next event\, how are clients and advisors impacted and what to expect in the future. \nTopic: Fire Insurance Panel \nPanelists: \nKelly Greene\, CPCU\, VP\, Pacific Region Risk Consulting Manager\, Personal Risk Services\,\nJoe Kim\, Premier Account Specialist\, PRS Risk Consulting Group\,\nNicholas Lauria\, Wildfire Defense Systems (WDS) \nModerator: Michael Sukle\, CAPI\, NFP Property & Casualty Insurance Brokers \nFeatured Partner: John Bacigalupi\, Cantor Fitzgerald \nVenue: Online \nAbout the Panelists \nKelly Greene\nKelly Greene is the Pacific Region Risk Consulting Manager for Chubb Personal Risk Services. She leads a team of 18 Risk Consultants who consult with clients during onsite home inspections. Her team documents and values properties in addition to providing individualized loss prevention advice and solutions. \nKelly has over 25 years of experience in the Personal Insurance industry and has developed a strong understanding of the high net worth customer. She also has deep expertise in loss prevention including the perils of wildfire\, earthquake and water damage. \nJoe Kim\nJoe Kim is a San Francisco-based Premier Account Specialist at Chubb where he manages the risk consulting activities for some of the largest accounts involving highly successful families and individuals throughout the country. Joe’s insurance career spans over 25 years that includes nearly 10 years as a property claims adjuster handling large complex property losses as well as providing on-the-ground assistance to clients following natural catastrophes. \nJoe leverages his first-hand experiences with life safety and property damage to protect his clients with expert advice on loss prevention and disaster preparedness strategies. Joe was an expert panelist on the topic of Disaster Preparedness during the 2020 PRMA Summit. Joe holds an M.B.A. from Dominican University and a B.S. from Purdue University. He is also a certified Level II infrared thermographer and a licensed drone pilot. \nNicholas Lauria\, WDS Chief Operating Officer\, Fire Officer III\nNick holds a degree in Fire Science Technology and certificates from both the National Fire Academy and the University of Maryland\, Maryland Fire and Research Institute. He began his career in 1992 in Colorado with a municipal fire department and was promoted to Fire Chief in 2002. He joined Wildfire Defense Systems\, Inc. in 2012. He has 24 years of fire service experience. \nNick’s qualifications include Firefighter II\, HAZMAT operations\, Fire Inspector III/Plans Examiner\, ICC Fire Inspector II\, Fire Instructor I\, Fire Officer III\, Division/Group Supervisor\, Taskforce Leader\, Strike Team Leader Engines and NAFI Certified Fire and Explosion Investigator. Nick was instrumental in helping several jurisdictions develop and implement hazard mitigation and risk management plans\, including administering state and federal grants. \nMichael Sukle\nMichael Sukle\, Vice President within the Private Client Group provides personal risk management solutions to affluent individuals and families by providing property and casualty solutions to address their specific exposures to optimize wealth preservation while reducing risk. He has dedicated more than 20 years in the Finance and Insurance industry with a focus in private client\, commercial and reinsurance related risk management disciplines. \nMichael received his bachelors of science in economics from the University of San Francisco. He holds the Certified Advisor of Personal Insurance (CAPI) designation received in conjunction with Wharton/Chubb which focuses on global risk management disciplines for the High and Ultra High Net worth individual and families. \nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here URL:https://www.fpasv.org/event/april-2021-chapter-meeting LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210319T120000 DTEND;TZID=America/Los_Angeles:20210319T130000 DTSTAMP:20210302T040240Z CREATED:20210302T040158Z LAST-MODIFIED:20210302T040240Z UID:1995-1616155200-1616158800@www.fpasv.org SUMMARY:Partner Webinar DESCRIPTION:Overview:\nJoin Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier\, more enthusiastic clients. \nWe will discuss the importance of building strong relationships with your clients\, how to properly develop and implement the recommendations for their financial plans\, and how to track the progress and results of those plans. \nThe Three Fundamentals that create raving fans:\n1. Establish strong Client-Planner relationships while you manage the Financial Planning\nProcess (“The Onboarding Process”)\n2. Communicate and implement your recommendations (“Client Projects”)\n3. Monitor the results and track a clear service record for your client (“Client Check-ins”) \nThis session is open to FPA members.\n1 hour CFP CE will be available for this session pending approval by the CFP Board. \nTopic: Back to Basics: Create Raving Fans by Focusing on the Fundamentals \nSpeaker: Louis Retief\, Co-founder and CEO of Hubly \nLocation: Online \nAbout the Speaker: \nLouis Retief\, Co-founder and CEO of Hubly\, has been involved in the fintech community for five years\, working with two startups in that time. He co-founded Hubly after working in the robo-advisory space where he developed a passion for helping advisors improve the delivery of Wealth Management Services. Since founding Hubly\, he has helped more than 60 financial advisors and their support teams optimize their operations by going back to the fundamentals of the Financial Planning Process. \nRegistration: Click here URL:https://www.fpasv.org/event/partner-webinar-march-19th LOCATION:CA END:VEVENT END:VCALENDAR