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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
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210312T123000
DTEND;TZID=America/Los_Angeles:20210312T140000
DTSTAMP:20210312T190529Z
CREATED:20201015T162014Z
LAST-MODIFIED:20210312T190529Z
UID:2147-1615552200-1615557600@www.fpasv.org
SUMMARY:March 2021 Chapter Meeting
DESCRIPTION:Overview:\nCo-hosted with Santa Clara Estate Planning Council and the Society of Financial Service Professionals \nSpecial Time for this Event is 12:30 – 2:00 pm \nTopic: Planning for the Next Generation \nSpeaker: Dr. Nathan Harness\, TD Ameritrade Director of Financial Planning\, Texas A&M University \nFeatured Partner: Christina Gray\, Stonecrest \nVenue: Online \nAbout the Speaker: More information coming soon. \nCost: Members $20\, Non-members $40\, Student $10 \nRegistration:  http://events.constantcontact.com/register/event?llr=9v8v6qpab&oeidk=a07ehldz9wdc7db840c
URL:https://www.fpasv.org/event/march-2021-chapter-meeting
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210226T115000
DTEND;TZID=America/Los_Angeles:20210226T133000
DTSTAMP:20210218T230449Z
CREATED:20201231T050731Z
LAST-MODIFIED:20210218T230449Z
UID:2269-1614340200-1614346200@www.fpasv.org
SUMMARY:February 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: Top 10 Skills and Attributes for New Planners to Master \nPanelists: Sarah Burchardt\, CFP®\, VP – Corporate Financial Conssultant; Renata Carico\, CFP®\, Financial Advisor\, USE Credit Union \nLocation: Zoom Session \nLaunching your career as a personal financial planner requires mastery of some key skills. In this UCSC Silicon Valley Extension Student Forum\, panelists will share their observations about: \nThe skills that needed development.\nThe skills that surprised them.\nThe skills that they thought were important\, but in the scheme of things\, were less important. \nSome students are challenged by the analysis\, calculations and financial software\, while others struggle with the softer skills such as client engagement\, professional networking\, and how to listen like a counselor. We’ll talk about it all to narrow in on the skills and attributes that contribute most to success and avoid some stumbling blocks along the way. \nPlease join us at this dynamic online session to learn from financial planning professionals as they talk about how they applied their academic learning to their first year in practice. \nThere will be time for 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. Registration will be open soon at www.fpasv.org.  Registration closes on February 24th\, 2021.Click here to register.\n \nAbout the Panelists:  \nSarah Burchardt\, CFP®\, works with clients from all walks of life and has been helping people navigate their financial lives for the past six years. Sarah’s recent experience with guiding her sister through a small tech-start up acquisition confirmed her commitment to helping people navigate and embrace the complexity of financial decision making. Sarah likes to work with people to help them turn financial stress into financial confidence. Whether you don’t know where to start or you want to dive deeper into an investment strategy\, Sarah has the ability to simplify and activate people to help them make progress and build confidence. Sarah earned her Bachelor’s Degree from Washington University in St. Louis and holds the CERTIFIED FINANCIAL PLANNER™ designation. During normal times\, Sarah spends her time playing ice hockey\, riding horses\, and volunteering with the Rotary Club of Menlo Park. \nRenata Carico\, CFP®\, is a Financial Advisor with USE Credit Union in Northern California. In this role\, she helps members work toward the future of their dreams with comprehensive wealth and retirement planning and investment management. Drawing on strong analytical skills and her own life experience\, she helps both new and experienced investors identify their financial goals\, then create and implement plans tailored to their individual situation. Prior to joining the USECU team\, she spent eight years with one of the nation’s largest investment brokerage firms\, holding the position of Vice President and Financial Consultant. A CERTIFIED FINANCIAL PLANNER™\, she holds Series 7\, Series 66 and California insurance (#0I75340) licenses. She also taught the math course for the Personal Financial Planning curriculum at the University of California\, Santa Cruz extension. Renata earned her Bachelor’s degree in Metallurgical Engineering from the University of Illinois\, Urbana-Champaign and spent the early part of her career working in Silicon Valley’s high technology and medical device industries. A health\, wellness and exercise enthusiast\, Renata enjoys spending her free time with family and friends.
URL:https://www.fpasv.org/event/february-2021-student-forum
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210212T090000
DTEND;TZID=America/Los_Angeles:20210212T103000
DTSTAMP:20210121T004826Z
CREATED:20201015T161840Z
LAST-MODIFIED:20210121T004826Z
UID:2145-1613120400-1613125800@www.fpasv.org
SUMMARY:February 2021 Chapter Meeting
DESCRIPTION:Overview:\nSign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend. \nTopic: A Roadmap for Fixed Income Investing in a Low Rate Environment \nPassively managed vehicles have grown exponentially over the past decade\, buoyed by low fees\, ease of use\, and robust returns. \nBut with yields at all-time lows\, the risk of indexed strategies has steadily increased. If rates remain near current levels\, then all is well. But if 2019’s historic fixed income rally is a short-term phenomenon (e.g.\, a bubble)\, passive vehicles could struggle. \nDuring the presentation\, Eddy Vataru\, a portfolio manager experienced in passive\, active and absolute return strategies\, will review each approach and evaluate them in the context of the current environment. Additionally\, he will discuss the benefits and risks of both quantitative and fundamental investment disciplines. Finally\, he will share his outlook for the investment-grade fixed income market. \nAbout the Speaker: Eddy Vataru\, CFA · Chief Investment Officer – Total Return; Lead Portfolio Manager of the Osterweis Total Return Fund (OSTRX) \nEddy Vataru graduated from California Institute of Technology (B.S. Chemistry & Economics) and from Olin Business School at Washington University in St. Louis (M.B.A.). Mr. Vataru holds the Chartered Financial Analyst designation. \nPrior to joining Osterweis Capital Management in 2016\, Mr. Vataru worked in senior management positions at Incapture\, LLC and Citadel\, LLC. Prior to that he spent over 11 years at BlackRock (formerly\, Barclays Global Investors)\, where his last position was as Managing Director and Head of U.S. Rates and Mortgages. \nMr. Vataru is a principal of Osterweis Capital Management and a Portfolio Manager for the total return fixed income strategy. \nFeatured Partner: Mike Sukle\, NFP \nVenue: Online \nCost: Members $25\, Non-members $75 \nSign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend. \nFirst time attendees and UCSC Extension Students attend at no charge. \nRegistration: Click here
URL:https://www.fpasv.org/event/february-2021-chapter-meeting
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210121T173000
DTEND;TZID=America/Los_Angeles:20210121T190000
DTSTAMP:20210105T194622Z
CREATED:20201213T234616Z
LAST-MODIFIED:20210105T194622Z
UID:2251-1611250200-1611255600@www.fpasv.org
SUMMARY:January 2021 NexGen Meeting
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. \nOverview:\nTopic: Negotiations 101: How to Help your Clients Negotiate a Job Offer\nSpeaker: Shawn Tydlaska\, CFP®\, MBA\nVenue: Online \nJoin us for our first NexGen Meeting of 2021. Shawn Tydlaska\, CFP®\, MBA will be presenting the topic. Meeting begins at 5:30 pm. Zoom link will be sent to you the week of the meeting. \nNegotiations don’t have to be scary. They can actually be really fun. The key is to be prepared by having a good framework to break down the negotiation into interests. \nIn this session\, Shawn will teach you the tips and trick he has used with his clients to help them negotiate for a higher salary\, larger bonus\, additional stock\, and even a higher title. You can apply these strategies to yourself when you apply for new roles or ask for a raise. \nShawn learned these skills through a course he took when he earned his MBA from the University of Michigan. He will share the Excel file template as well as the strategies during the session. \nAbout the Speaker: \nAfter graduating from UCLA with a degree in Economics\, Shawn was unprepared to manage his own personal financial life. Credit scores\, 401(k)s\, and budgeting were all foreign concepts and he felt overwhelmed. When he started to learn how to best manage his own finances\, he was hooked. He knew he found his professional calling. \nHe earned the CFP® designation in 2010 and his MBA from the University of Michigan – Ross School of Business in 2015. He launched Ballast Point Financial Planning to be your partner in achieving your financial goals and dreams. \nRSVP here. \n 
URL:https://www.fpasv.org/event/january-2021-nexgen-social
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210108T090000
DTEND;TZID=America/Los_Angeles:20210108T103000
DTSTAMP:20210104T210659Z
CREATED:20201015T161709Z
LAST-MODIFIED:20210104T210659Z
UID:2143-1610096400-1610101800@www.fpasv.org
SUMMARY:January 2021 Chapter Meeting
DESCRIPTION:Overview:\nJoin us for “inside the beltway” insights on the latest developments in Washington. You’ll get the\ninformation you need to navigate this rapidly evolving market environment. \nWe will cover today’s most important topics:\n•    The 2020 election\n•    The US fiscal situation\n•    Impact of COVID-19 on businesses\, individuals and industries \n1.0 hour CFP CE will be available for this session\, pending approval by the CFP Board. \n**You will need to be logged into your computer or Zoom app to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer. \nTopic: Update from “Inside the Beltway” \nSpeaker:Jeff Bush\, The Washington Update \nFeatured Partner: Keith Haag\, Hines \nVenue: Online \nAbout the Speaker: \nA dynamic and insightful speaker and author\, Jeff Bush is known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington D.C. into winning growth strategies for business owners\, executives and high-net-worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update\, the industry’s nonpartisan experts on all things Washington. He frequently appears on CNBC’s Nightly Business Report\, is featured in various industry publications\, including Investment News. \nJeff is a 30-year veteran of the financial industry. By the end of his career on Wall Street\, he was managing a $50+ billion sales organization. Before that\, Jeff was the youngest managing partner in the 150-year history of The New England Financial.\nJeff earned a bachelor’s degree in business administration/management with an emphasis in accounting\,computers and philosophy from William Jewell College. \nJeff’s dedication\, forward thinking and strategic abilities have resulted in performance records\, industry awards and industry accolades. \nPricing and Registration\nFPA Members:  $25         Non-Members  $75         Students:  $10\nNo refunds after 3:00 pm\, Thursday\, January 7th. \nRegistration: Click here
URL:https://www.fpasv.org/event/january-2021-chapter-meeting
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201210T160000
DTEND;TZID=America/Los_Angeles:20201210T180000
DTSTAMP:20201201T010050Z
CREATED:20191106T073351Z
LAST-MODIFIED:20201201T010050Z
UID:1681-1607616000-1607623200@www.fpasv.org
SUMMARY:December 2020 Chapter Meeting & Holiday Social
DESCRIPTION:Overview:\nEnd of Year Chapter Meeting and Gourmet Boutique Chocolate Tasting \nEvery attendee will receive a box of specialty chocolates by Timothy Adams Chocolates. We will all meet online for this event where the staff of Timothy Adams will walk us through the tasting and give us hints on great pairings. \nYou’ll be able to order additional chocolate boxes when you register. The chocolates will be mailed to you\, so we will be asking for your mailing/delivery address when you register. \nThe last day to register is Tuesday\, December 1st to accommodate shipping of chocolate to attendees. \nWith Timothy Adams Chocolates \nFeatured Partner: Chad Perbeck\, Litman Gregory \nLocation: Online \nCost: \nWebinar Registration: Members $25\, Non-members $75\, Student $10 \nRegistration Deadline is December 1 to accommodate shipping of chocolate to attendees. \nRegister Here
URL:https://www.fpasv.org/event/december-2020-chapter-meeting-holiday-social
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201118T100000
DTEND;TZID=America/Los_Angeles:20201118T110000
DTSTAMP:20201118T190933Z
CREATED:20201015T155511Z
LAST-MODIFIED:20201118T190933Z
UID:2140-1605693600-1605697200@www.fpasv.org
SUMMARY:Top of Mind Webinar Series
DESCRIPTION:Overview:\nTopic: Navigating the Real Estate Terrain (Commercial & Residential)\, Post Covid-19. What’s Next? \nPanelists: Shafiq Taymuree & Christina Gray\, Stonecrest; Mike Ryan\, Michael Ryan & Associates; Keith Haag\, Hines; John Sorrell\, Bluerock \nModerator: Chris Acker\, CB Acker Associates \nLocation: Virtual Event \nCost: Free to FPA members \nRegistration: Click here
URL:https://www.fpasv.org/event/top-of-mind-webinar-series
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201113T090000
DTEND;TZID=America/Los_Angeles:20201113T103000
DTSTAMP:20201015T155100Z
CREATED:20191106T073212Z
LAST-MODIFIED:20201015T155100Z
UID:1679-1605258000-1605263400@www.fpasv.org
SUMMARY:November 2020 Chapter Meeting
DESCRIPTION:Overview:\nDue to the ongoing debate over health care in the United States\, the subject is on the minds of many. Especially weighing\, is the topic of “Medicare” and what you need to know. Medicare choices can be overwhelming and many people share information about it – not all of it accurate. In today’s market more options exist for Medicare members than ever. The help of a trained health care specialist is invaluable in helping you make an informed and educated decision in regard to the benefits and plans that are available and best suited to your specific situation. \n\nThis presentation will cover:\n– Explaining Medicare Parts A\, B\, C and D\n    Part A – Hopsital\n    Part B – Medical\n    Part C – Medicare Advantage\n    Part D – Pharmaceutical\n– MediGap (Supplemental)\n– Group Insurance and Medicare \nTopic: What You Thought You Knew About Medicare – Understanding the Options. \nSpeaker: Allan S. Eckmann \nFeatured Partner: Rich Dayton\, The Dayton Law Firm \nLocation: Virtual Event \nAbout the Speaker: \nAllan S. Eckmann is a product of Chicago\, where he attended the University of Illinois. He spent 4 years in the Air Force and has a teaching credential from the state of California. \n\nAllan has been selling insurnace for 47 years and is the founder of BayCrest Insurance Services\, and has held a position as a part-time lobbying for CAHU (California Association of Health Underwriters) and NAHU (National Association of Health Underwriters) in advocating ie Long Term Care (LTC) and Health Insurance. \n\nOver the past years\, Allan has conducted educational seminare on Medicare with many organizations in Santa Clara County \n\nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here
URL:https://www.fpasv.org/event/november-2020-chapter-meeting
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201024T120000
DTEND;TZID=America/Los_Angeles:20201024T160000
DTSTAMP:20200928T164208Z
CREATED:20200318T214904Z
LAST-MODIFIED:20200928T164208Z
UID:1853-1603540800-1603555200@www.fpasv.org
SUMMARY:October 24th 2020 Financial Planning Day
DESCRIPTION:Overview:\nFinancial Planning Day with San Mateo County Libraries \nLocation: Virtual Event \nTime: 12:00pm – 4:00pm \nRegistration: Click here \n  \n 
URL:https://www.fpasv.org/event/october-24th-2020-financial-planning-day
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201023T115000
DTEND;TZID=America/Los_Angeles:20201023T130000
DTSTAMP:20201015T155154Z
CREATED:20200830T144549Z
LAST-MODIFIED:20201015T155154Z
UID:2093-1603453800-1603458000@www.fpasv.org
SUMMARY:October 2020 Student Forum
DESCRIPTION:Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program\, alumni\, and for members of any FPA chapter.  These meetings are not open to the general public. \n\n\nOverview:\nTopic: Steering the business: Financial planners reflect on pandemic & recovery \nWhen the pandemic hit and the market melted\, financial planning firms had to dig deep to steer their clients and their business through the unknown. Some of them relied on emergency and contingency plans set aside for more common emergencies. They sheltered in place\, counseled anxious clients via new remote platforms\, and helped them make life choices amid enormous uncertainty.  \nJoin us for an online panel discussion with Silicon Valley financial professionals and hear how they navigated the unprecedented challenges of 2020. How did they adapt? What are the sustaining lessons? What never changes? What will be the lasting impact on client relationships and operational plans? There will be plenty of time to ask questions. \nThis panel will be moderated by Dr. Renée Snow\, CFP®\, EA\, a registered principal and investment advisor representative and chair of the Personal Financial Planning Program at the UCSC Extension in Silicon Valley. \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. Registration closes on October 21st\, 2020. \nPanelists: Eric Solve\, CFP®\, EA\, Senior Advisor and Partner at Wade Financial Advisory\, Ethan Pepper\, CFP®\, EA\, Founder of Orchard City Wealth Management\, LLC \nLocation: Zoom Session \nClick here to register.\n \nSpeaker Bio: \nEric Solve\, CFP®\, EA\, is a senior advisor and partner at Wade Financial Advisory. He is an active member of the Financial Planners Association of Silicon Valley\, having served both as past president of the chapter and on the board of directors for several years. He earned a bachelor’s degree in Business Administration with an emphasis in Marketing from San Diego State University and received a certificate in Personal Financial Planning from UCSC Extension. Whether working with clients\, mentoring associate advisors\, or teaching students\, he is passionate about personal financial planning and the positive impact it can have on individuals and families. \nEthan Pepper\, CFP®\, EA\, is the founder of Orchard City Wealth Management\, LLC\, a comprehensive\, fee-only wealth management firm\, specializing in working with technology employees\, who often have tax planning concerns around various forms of equity compensation\, and want to understand their options yet want a professional advisor to manage the details. My firm was founded to help clients develop a financial plan regardless of their net worth. I am committed to people and relationships\, not products tied to incentives. As a fiduciary\, I sit on the same side of the table as my clients.  Outside of the office\, I enjoy spending time with my family at the beach or hiking one of the many trails in the Bay Area.
URL:https://www.fpasv.org/event/october-2020-student-forum
LOCATION:CA
END:VEVENT
END:VCALENDAR