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DTSTART;TZID=America/Los_Angeles:20230511T160000
DTEND;TZID=America/Los_Angeles:20230511T180000
DTSTAMP:20230421T222615Z
CREATED:20230105T032922Z
LAST-MODIFIED:20230421T222615Z
UID:3121-1683820800-1683828000@www.fpasv.org
SUMMARY:May 2023 Chapter Meeting
DESCRIPTION:May 2023 Chapter Meeting [note: special chapter meeting schedule – presentation to start at 4 pm with networking\, announcements\, featured sponsor spotlight to follow]\nCLICK HERE TO RSVP\n \n\n\n\n\nTOPIC: Welcome Back\, Income\nSPEAKER: Venk Reddy\, Portfolio Manager\, Osterweis Short Duration Credit Fund and Osterweis Sustainable Credit Fund\nSUMMARY: \n\nInvestors everywhere are asking the question: When will the economic cycle turn? But what if that’s the wrong question to ask?\nObservations about past periods of inflation as well as structural and demographic changes affecting the investing landscape may be hinting more at a long-term paradigm shift than at a short-term cycle. If that turns out to be the case\, investors may be facing a prolonged period of persistent headwinds which will require a change in mindset from a dependence on price appreciation to a focus on income.\nDuring the presentation\, Venk Reddy\, Chief Investment Officer—Sustainable Credit at Osterweis Capital Management\, will provide a data-driven picture of consumer prices\, labor markets\, and the last 40 years of capital market innovation which investors should consider when planning their portfolios for the next decade and beyond.\nLEARNING OBJECTIVES:\n\n\nWhen will the economy cycle turn\n\n\nFed’s battle against inflation is likely to last longer than anticipated\, which should keep rates higher over the near-to-medium term\, learn how to create attractive opportunities for investors seeking income.\n\n\nTimeline of structural market tailwinds\n\n\nAppreciate income when prices stop appreciating\n\n\nThe core fixed income portfolio of tomorrow will require a combination of yield and risk diversification\n\n\n\nSPEAKER BIO: \nVenk Reddy joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition. Prior to founding Zeo Capital in 2009\, Mr. Reddy was a co-founder of Laurel Ridge Asset Management\, a multi-strategy hedge fund\, where he managed the credit\, distressed\, and event-driven portfolios.\nPreviously\, Mr. Reddy structured derivative products and was head of delta-one trading as a portfolio manager within Bank of America’s Equity Financial Products group (EFP). Mr. Reddy also managed investments in event-driven situations\, convertible instruments\, and options at Pine River Capital Management and HBK Investments\, where he started his career.\nMr. Reddy is a principal of the firm and a Portfolio Manager for the sustainable credit strategies He is also a portfolio manager for the growth & income and flexible balanced strategies.\nMr. Reddy graduated from Harvard University (B.A in Computer Science with Honors).\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 is available for this session \nNo refunds after 3pm the day before the meeting.\nFEATURED ANNUAL SPONSOR
URL:https://www.fpasv.org/event/may-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:20230413T160000
DTEND;TZID=America/Los_Angeles:20230413T180000
DTSTAMP:20230320T052158Z
CREATED:20230105T032824Z
LAST-MODIFIED:20230320T052158Z
UID:3119-1681401600-1681408800@www.fpasv.org
SUMMARY:April 2023 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER \nTOPIC: M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market\nSPEAKERS: Linda Willis\, JD\, CEO | Consultant; Susan Danzig\, CEO | Business Coach; Jon Hoy\, COO | Head of Advisor Success of Perigon Wealth Management  \nSUMMARY: \nEvery fiduciary advisor providing financial planning and services to clients has a responsibility to have a succession plan in place. The fundamentals of preparing for succession and strategies for executing an effective succession plan are aligned with ensuring that clients receive continued competent and ethical financial planning. \nLEARNING OBJECTIVES: \n1. The need for and the fiduciary obligation to have a succession plan.\n2. Understanding of the the planning fundamentals to ensure development and implementation of succession plan.\n3. Educating on strategies for planning and executing a successful succession process.\n \nSPEAKERS BIOS: \nRoger Linda Willis is CEO and Founder of Career Management Advisors | CMA Consulting\, a financial services consultancy regarding Mergers & Acquisitions; business strategy; retained search and executive placement. A former securities litigator and graduate of Mercer University (B.A. 1987; J.D. 1991)\, Linda built a business career at global investment firms as well as launched and scaled her own independent Registered Investment Advisory firm.\nSusan Danzig has been consulting with financial services professionals since 1997.She helps her clients understand\, appreciate and clarify their true value\, define their specialization and create effective marketing strategies. Susan’s specialty is brand refinement\, messaging and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder\, a Certified Business Development Coach and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community\, Susan is a National Board Member to the Financial Planning Association. \nJonathan Hoy joined Perigon in 2019 as the COO and Head of Advisor Success after a 15 -year career in consulting. Throughout his career\, Jon has led teams that helped some of the world’s most successful organizations transform their business growth\, implement and improve business processes\, and increase their leverage of technology. He is charged with ensuring that the firm is operating efficiently and effectively by providing the organizational glue for the various departments and functions within Perigon as well as focusing on and leading M&A for the firm. \nMore Information: Ticket price includes: heavy appetizers\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. There 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 No refunds after 3pm the day before the meeting.\nFEATURED GOLD PARTNER
URL:https://www.fpasv.org/event/april-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:20230309T160000
DTEND;TZID=America/Los_Angeles:20230309T180000
DTSTAMP:20230222T035636Z
CREATED:20230105T032518Z
LAST-MODIFIED:20230222T035636Z
UID:3117-1678377600-1678384800@www.fpasv.org
SUMMARY:March 2023 Chapter Meeting
DESCRIPTION:Topic: Intentional Giving \nSummary: In this presentation you will learn how to talk with clients about their philanthropic objectives and connect them to the appropriate giving vehicles to achieve their philanthropic\, tax\, and estate planning goals. \n1. To introduce participants to charitable giving vehicles that clients may find of interest.\n2. Provide case studies in how actual gifts were executed at Stanford University.\n3. Provide information about current legislation that promotes charitable giving. \n  \nSpeakers: Wendy Chou\, Deputy Director of Planned Giving; Katie Robinson\, Sr. Associate Director of Development at Stanford University \nSpeakers biographies: \nWendy Chou joined the Office of Planned Giving in 2019 after helping donors create funds at the Oregon Community Foundation and Silicon Valley Community Foundation. Prior to working in the community foundation field for eight years\, she was a relationship manager at TIAA Kaspick and also held positions at the gift planning offices of Boston College and Santa Clara University. Wendy earned her bachelor’s degree from Tufts University and her JD from Santa Clara University. \nKatie Robinson joined Medical Center Development in 2019 as the Sr. Associate Director of Development\, supporting the fundraising efforts for the Department of Medicine. She previously worked as the Executive Director of Philanthropy for Verity Health System. Katie has more than 15 years of frontline fundraising experience in both health care and higher education. She earned her bachelor’s degree in English from University of San Diego\, and her MA from New York University.
URL:https://www.fpasv.org/event/march-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:20230227T173000
DTEND;TZID=America/Los_Angeles:20230227T200000
DTSTAMP:20230214T024126Z
CREATED:20230214T024126Z
LAST-MODIFIED:20230214T024126Z
UID:3226-1677519000-1677528000@www.fpasv.org
SUMMARY:Joint Chapter Meeting with SCCEPC & FSP
DESCRIPTION:
URL:https://www.fpasv.org/event/joint-chapter-meeting-with-sccepc-fsp
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: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
END:VCALENDAR