*Please note the time for this meeting is 4:00 - 6:00 pm. Topic: Economic Update - More Growth Ahead in 2020 Speaker: Bryce Gill, Economic Analyst - First Trust Featured Partner: Todd Barney, Invesco Overview: With a record-long bull market and the recent inversions in the yield curve, worries about a coming recession have been […]
Overview: Location is San Mateo Library, 55 W 3rd Ave. San Mateo, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
Overview: TBA Location: TBA Registration: TBA
Overview: Topic: Capital Gains Tax Deferral and Avoidance Strategies Mike Ryan will present multiple alternatives to paying long-term capital gains taxes on appreciated assets. The presentation will focus primarily in the real estate space, yet will describe how you can apply in some circumstances to personal property. Learning Objective: Gain a basic grasp of different […]
Overview: Location is Menlo Park Library, 800 Alma Street, Menlo Park, CA. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
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. Overview: Please join us for the last NexGen gathering of 2019 when we get together […]
Overview: Join us for our annual meeting where we elect the 2020 Board of Directors, recognize our volunteers and enjoy time together. The Murder Mystery Co. will provide interactive entertainment you won't want to miss! Heavy appetizers and desserts will be served. Limited wine and beer selections will be available. About the Speakers: More information […]
Overview: The tax law changes in late 2017 reshuffled the tax planning landscape. We will begin our discussion with the big picture (observations and trends from the 2018 filing season and beyond), then move to specific issues with a business taxation deep dive (including case studies with business owners), and finish with common considerations and […]
Symposium Snapshot The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, planners serious about gaining a clear vision for their practices will attend this premiere event. Financial professionals will be offered the opportunity to learn how […]
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. Topic: Working with Affiliated Professionals Overview: Financial Planning is not an “individual sport”. It requires regular collaboration and consultation […]