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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
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
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
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
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
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
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
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
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
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201016T120000
DTEND;TZID=America/Los_Angeles:20201016T130000
DTSTAMP:20201002T115553Z
CREATED:20200622T153535Z
LAST-MODIFIED:20201002T115553Z
UID:2000-1602849600-1602853200@www.fpasv.org
SUMMARY:CE Webinar with a Chapter Partner
DESCRIPTION:Overview:\nTBA \nTopic: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today \nSpeaker/Sponsor: Keith Haag\, Hines. \nLocation: TBA \nAbout the Speaker: \nTBA \nCost: \nFree to FPA Members \nRegistration: Click here
URL:https://www.fpasv.org/event/ce-webinar-with-a-chapter-partner-2
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201009T113000
DTEND;TZID=America/Los_Angeles:20201009T130000
DTSTAMP:20201002T115234Z
CREATED:20191106T073059Z
LAST-MODIFIED:20201002T115234Z
UID:1677-1602243000-1602248400@www.fpasv.org
SUMMARY:October 2020 Chapter Meeting
DESCRIPTION:Overview:\nToday\, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods\, averaging roughly 8\,000 days each. The period from birth to college graduation is approximately 8\,000 days. College graduation to midlife\, or 46 years of age\, is another 8\,000 days. Midlife to the retirement age of 66 is also 8\,000 days. After that\, there’s generally another 8\,000 days for retirement. Retirement planning doesn’t exactly take into account the realities of an 8\,000-day retirement; a script hasn’t been written for that final\, but still lengthy\, phase.  \nLearn MIT AgeLab’s insights to help investors prepare for an 8\,000-day retirement. Help investors reduce uncertainty and prolong their independence so they can live the lives they aspire to.  \nTopic: 8\,000 Days – An Entire Phase of Your Life Waiting to be Invented \nSpeaker: Tom Barrett\, Director\, Applied Insights\, Hartford Funds \nFeatured Partner: Greg Hacker\, Open Mortgage – Home Equity Retirement Specialist \nLocation: Virtual Event \nAbout the Speaker: \nTom Barrett is part of the Applied Insights Team for Hartford Funds. In his current position\, Tom is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning\, investment planning\, and charitable planning\, to anticipating and preparing for long-term demographic and lifestyle changes.  \nIn October 2006\, Tom joined the organization as a sales coordinator\, and then became an internal advisor consultant before working on digital marketing and communications. He is a registered representative of Hartford Funds Distributors and is FINRA Series 7\, 6\, 63\, and Life registered.  \nOriginally from Wayne\, Pennsylvania\, Tom attended West Chester University. He currently lives in West Chester\, Pennsylvania. Tom spent six years as the president of the Hartford Funds Public Speaking Club.  \nCost: \nWebinar Registration: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here
URL:https://www.fpasv.org/event/october-2020-chapter-meeting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200918T120000
DTEND;TZID=America/Los_Angeles:20200918T130000
DTSTAMP:20200910T230018Z
CREATED:20200622T153413Z
LAST-MODIFIED:20200910T230018Z
UID:1998-1600430400-1600434000@www.fpasv.org
SUMMARY:CE Webinar with a Chapter Partner
DESCRIPTION:Overview:\nWe will examine costs and misconceptions about reverse mortgages\, and then review multiple case studies of them to manage sequence of returns risk\, Long Term Care risk\, improve household cash flow\, delay Social Security or asset distributions\, provide tax-free income and much more. It is one thing to talk about concepts\, but it is another to show specific details of the use cases. \nTopic: Effective Financial Planning Strategies Using Housing Wealth  \nSpeaker: Steve Resch\, VP of Retirement Strategies at Finance of America Reverse\, and also an Investment Advisor and partner in a wealth management firm. \nFeatured Partner: Mike Gallagher\, Finance of America Reverse Mortgage \nAbout the Speaker: \nAs Vice President of Retirement Strategies at Finance of America Reverse\, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan. He is also the designer of The Reverse Illustrator\, our proprietary software program that graphically displays the features and flexibility of a reverse mortgage over a 30‐ year term.\n\nSteve’s career in financial services spans over 30 years\, first as a fixed income\nanalyst on Wall Street\, and for the past 25 years as a partner in a wealth\nmanagement firm. His practice is focused on effective retirement income\nstrategies and will often include a reverse mortgage to manage cash flow\, income tax\, market performance and other considerations to help enhance an effective retirement income distribution plan.\n\nSteve is a subject expert source\, interviewed by numerous media outlets\nincluding Nasdaq Trade Talks\, Yahoo Finance\, Barrons\, among others\, and is a frequent speaker at both national and regional professional conferences. \nCost: Free to FPA Members \nRegister Here.
URL:https://www.fpasv.org/event/ce-webinar-with-a-chapter-partner
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200911T113000
DTEND;TZID=America/Los_Angeles:20200911T130000
DTSTAMP:20200830T142128Z
CREATED:20191106T072956Z
LAST-MODIFIED:20200830T142128Z
UID:1675-1599823800-1599829200@www.fpasv.org
SUMMARY:September 2020 Chapter Meeting
DESCRIPTION:Overview:\nTopic: Investment Storytelling in the Age of Data\nSpeaker: Dr. Apollo Lupescu\, Vice President at Dimensional Fund Advisors\nFeatured Partners: Christina Gray\, Stonecrest and Mike Sukle\, NFP\nLocation: Virtual Event \nApollo Lupescu will help assist advisors in structuring a more effective communication strategy around their investments for both clients and prospects. The session will provide advisors with a framework that can be applied to a variety of conversations and questions. The topics will include Dimensional’s 4S framework\, articulating current investing and world themes\, and communication best practices in a virtual setting. \nNote the earlier start time – 11:30 am. We will have announcements and networking in breakout rooms prior to the presentation. You also have the option for open networking after the meeting ends. \nAbout the Speaker:\nDr. Lupescu is vice president at Dimensional Fund Advisors\, one of the premier investment managers in the world. In his role he is responsible for communicating Dimensional’s academic foundations and investment beliefs to financial professionals and individual investors across the world. He is considered the “secretary of explaining stuff”\, because he excels at delivering thought provoking presentations in a clear and understandable way. Apollo has been with Dimensional for over 16 years\, and prior to that taught at University of California and he also had his own consulting firm. Apollo received his PhD in economics and finance from UC Santa Barbara. He holds a BA in economics from Michigan State University\, where he competed and coached water polo. \nWebinar Registration: (Note that fees have changed beginning 8/14/2020)\nMembers $25\, Non-members $75\, Student $10 \nRegistration: Click here
URL:https://www.fpasv.org/event/september-2020-chapter-meeting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200825T120000
DTEND;TZID=America/Los_Angeles:20200825T124000
DTSTAMP:20200816T165148Z
CREATED:20200816T165148Z
LAST-MODIFIED:20200816T165148Z
UID:2057-1598356800-1598359200@www.fpasv.org
SUMMARY:August 2020 Member Webinar Series
DESCRIPTION:Overview:\nJoin Todd Barney\, our chapter’s president-elect\, who will share information on how to create a better Virtual Experience for yourself and those you engage with virtually. The session is 30 minutes plus time for Q&A. \nYou will come away from this session with \n\nWays to engage and interact with virtual audiences for a more compelling presentation\nWays to create a better image with simple adjustment to your background\nWays to coordinate and sequence the meeting host\, moderator\, presenter(s) and closer\nWays to simplify tasks and technology by using checklists similar to those used by airline pilots\n\nThis session is open to FPA members at no charge. RSVP here. \nTo learn more about FPA membership\, please click here. \nTopic: The Living Zoom \nSpeaker: Todd Barney\, CIMA®\, CPWA® \nLocation: Online \nDate/Time: Tuesday\, August 25th 2020\, 12:00pm – 12:40pm \nRegistration: Click Here
URL:https://www.fpasv.org/event/august-2020-member-webinar-series-2
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200812T120000
DTEND;TZID=America/Los_Angeles:20200812T124000
DTSTAMP:20200622T150159Z
CREATED:20200520T131858Z
LAST-MODIFIED:20200622T150159Z
UID:1939-1597233600-1597236000@www.fpasv.org
SUMMARY:August 2020 Member Webinar Series
DESCRIPTION:Overview:\nJoin Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile\, content strategy\, reaching out to COIs and even how to find them. \nFPASV is happy to offer this webinar to FPA members. \nTo learn more about membership\, contact Member Services at 800-322-4237 or memberservices@onefpa.org. \nTopic: Ready\, set\, plan! Improve your LinkedIn networking skills for today\, tomorrow and beyond. \nSpeaker: Cameo Roberson\, AAMS® \nLocation: Online \nDate/Time:  Wednesday\, August 12th\, 2020\, 12:00- 12:40 PM \nRegistration: Click Here
URL:https://www.fpasv.org/event/august-2020-member-webinar-series
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200806
DTEND;VALUE=DATE:20200808
DTSTAMP:20200622T152807Z
CREATED:20200622T152323Z
LAST-MODIFIED:20200622T152807Z
UID:1992-1596672000-1596844799@www.fpasv.org
SUMMARY:31st Annual FPA Far West Roundup
DESCRIPTION:Overview:\nThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. \nIn response to the COVID-19 precautions currently in effect Far West Roundup has chosen to move to an online format for 2020. We’ll circle the wagons of our screens Woopin’ & a-Hollerin’ across the prairies of cyberspace. Far West Roundup will continue in unbroken tradition as a place where thought leaders come for inspiration\, camaraderie and learning. We are eager to welcome all to this year’s “Virtual Roundup”! Yippie Ki Yay! \nThis is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees. \nTopic: 31st Annual FPA Far West Roundup \nSpeaker: TBA \nFeatured Partner: TBA \nLocation: TBA \nAbout the Speaker: \nTBA \nCost: \nTBA \nRegistration: Click here
URL:https://www.fpasv.org/event/31st-annual-fpa-far-west-roundup
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200715T120000
DTEND;TZID=America/Los_Angeles:20200715T124000
DTSTAMP:20200614T162509Z
CREATED:20200520T131112Z
LAST-MODIFIED:20200614T162509Z
UID:1935-1594814400-1594816800@www.fpasv.org
SUMMARY:July 2020 Member Webinar Series
DESCRIPTION:Overview:\nJoin Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile\, content strategy\, reaching out to COIs and even how to find them. \nFPASV is happy to offer this webinar to FPA members. \nTo learn more about membership\, contact Member Services at 800-322-4237 or memberservices@onefpa.org. \nTopic: Ready\, set\, plan! Improve your LinkedIn networking skills for today\, tomorrow and beyond. \nSpeaker: Cameo Roberson\, AAMS® \nLocation: Online \nDate/Time:  Wednesday\, July 15th\, 2020\, 12:00- 12:40 PM \nRegistration: Click here 
URL:https://www.fpasv.org/event/june-2020-member-webinar-series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200710T140000
DTEND;TZID=America/Los_Angeles:20200710T160000
DTSTAMP:20200605T124855Z
CREATED:20200416T150836Z
LAST-MODIFIED:20200605T124855Z
UID:1883-1594389600-1594396800@www.fpasv.org
SUMMARY:July Ethics
DESCRIPTION:Overview:\nThis program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct\, which is effective October 1\, 2019. The goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. \nTOPIC: Ethics \nSpeaker: Curt Weil\, CFP® \nAbout the Speaker:\nOur presenter\, Curt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \nRegistration: Click here \n 
URL:https://www.fpasv.org/event/july-2020-ethics
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200710T120000
DTEND;TZID=America/Los_Angeles:20200710T130000
DTSTAMP:20200619T220744Z
CREATED:20191106T072852Z
LAST-MODIFIED:20200619T220744Z
UID:1673-1594382400-1594386000@www.fpasv.org
SUMMARY:July 2020 Chapter Meeting - Online Only
DESCRIPTION:Overview:\nDialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies. \nTopic: Dialogue of Volatile Markets \nSpeaker: Chris Jeppesen\, First Trust \nFeatured Partner: Josh Wineriter\, TD Ameritrade Institutional \nLocation: Online Only \nAbout the Speaker: \nChris Jeppesen is Chief of Advisor Consulting at First Trust. For more than 20 years\, Chris has been giving financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. He is dedicated to finding and investing his efforts in creative ways to help financial advisors grow their practices. Chris has coached a select group of advisors and collaborates with business development areas of firms with long-standing relationships with First Trust. \nThe Advisor Playbook (co-authored by Chris Jeppesen) is the culmination of his years of practice management in assisting financial advisors to achieve success through these proven methods and strategies. Chris received his BS in Finance from Northern Illinois University. \nCost: \nEarly Registration $20 FPA members\, $30 Non-members\, $10 Students. \nRegistration: Click here
URL:https://www.fpasv.org/event/july-2020-chapter-meeting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200625T163000
DTEND;TZID=America/Los_Angeles:20200625T173000
DTSTAMP:20200614T162341Z
CREATED:20200513T032512Z
LAST-MODIFIED:20200614T162341Z
UID:1926-1593102600-1593106200@www.fpasv.org
SUMMARY:Virtual Networking Social “Members Helping Members"
DESCRIPTION:Overview:\nJoin FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are going for you\, your business\, and your clients. \nLocation: Online \nDate/Time:  Thursday\, June 25\, 2020\, 4:30 – 5:30 pm \nRegistration: Click here
URL:https://www.fpasv.org/event/virtual-networking-social-2
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200605T115000
DTEND;TZID=America/Los_Angeles:20200605T133000
DTSTAMP:20200529T184458Z
CREATED:20200424T025814Z
LAST-MODIFIED:20200529T184458Z
UID:1895-1591357800-1591363800@www.fpasv.org
SUMMARY:June 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\nTopic: Webinar Topic \n\nOverview:\nWhat does money mean to you?  Please join us for this dynamic session where Dr. Renée Snow will present two different worldviews of the “Meaning of Money”\, and our relationship with the same.  She will present a unique view of the Time Value of Money\, and will delve into some of the traditional Western Wealth Philosophies\, such as the Protestant Work Ethic\, and how these have informed Western Capitalism\, and have created some individual and societal challenges.  She will then share some Eastern Philosophies – Vedas\, Buddhism\, and Jainism\, and some of the associated life practices as related to finances and money.  There will be learnings that you can share with your clients\, and help guide them towards a better balanced relationship with their wealth and finances.  There will be time for questions\, and some interactive discussion about practical applications.\nWe hope that this session will take place physically at the UCSC-Extension in Silicon Valley.  If community guidelines prohibit large gatherings\, we will try and make alternate arrangements.\n \nSpeaker:Dr. Renée Snow\, CFP®\, EA \nLocation: Online \nRegistration: Click here to register. Registration for this event is free. Registration will close on June 3\, 2020. \nSpeaker Bio: \nRenée Snow\, Ph.D.\, CFP®\, EA\, a registered principal and investment advisor representative\, has worked as a Certified Financial Planner® for the past 20 years. She has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in accountancy and worked eight years for a large regional CPA firm. She manages her own firm and specializes in tax planning\, asset management\, and the psychological aspects of wealth management. As a financial planning instructor at UCSC Extension\, she grounds students in the philosophy of economics while giving them the practical tools to work in the financial services industry. The focus of her research has been an inquiry into the ancient texts of Buddhism\, Hinduism\, and Jainism as they apply to financial management. Snow has published works in the areas of leadership and behavioral finance. She currently serves as chair of the Personal Financial Planning Certificate Program Advisory Board for UCSC Extension.
URL:https://www.fpasv.org/event/june-2020-student-forum
LOCATION:CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200521T163000
DTEND;TZID=America/Los_Angeles:20200521T173000
DTSTAMP:20200513T032248Z
CREATED:20200513T032248Z
LAST-MODIFIED:20200513T032248Z
UID:1924-1590078600-1590082200@www.fpasv.org
SUMMARY:Virtual Networking Social
DESCRIPTION:Overview:\nJoin FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are going for you\, your business\, and your clients. \nLocation: Online \nDate/Time:  Thursday\, May 21\, 2020\, 4:30 – 5:30 pm \nRegistration: Click here 
URL:https://www.fpasv.org/event/virtual-networking-social
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200508T120000
DTEND;TZID=America/Los_Angeles:20200508T130000
DTSTAMP:20200506T025352Z
CREATED:20191106T072743Z
LAST-MODIFIED:20200506T025352Z
UID:1671-1588939200-1588942800@www.fpasv.org
SUMMARY:May 2020 Chapter Meeting Webinar
DESCRIPTION:Topic: Recent Developments in Estate Planning for Special Needs Families \nOverview:\nAs we encounter an increasing number of special needs issues with our clients\, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients. Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues: Does my client need a stand-alone or testamentary special needs trust? How should a trust be drafted so that pre-tax retirement accounts can be “rolled over” into the trust? How does one “establish” a special needs trust? What is the difference between a first-party and third-party special needs trust? What is an ABLE account and why should a disabled beneficiary have one? What is a limited conservatorship and how does it work? We look forward to seeing you there! \nLevel of Complexity is Intermediate \n1.0 hour CFP CE has been granted for this session by the CFP Board. \nSpeaker: Ellen Cookman \nFeatured Partner: Keith Kaag\, Hines \nLocation: Online Only \nAbout the Speaker:\nEllen Cookman is the owner of Cookman Law\, PC in Palo Alto\, California. Ellen is a Certified Specialist in Estate Planning\, Trust & Probate Law from the California State Bar Board of Legal Specialization. She received her J.D. from UC Berkeley School of Law\, and her LL.M. in Estate Planning\, Trust and Probate from Golden Gate University. Ellen lives in East Palo Alto with her husband\, two sons (one with special needs)\, and a boxer-pit bull mix named Ulysses. \nCost:\nEarly Registration $20 FPA members\, $30 Non-members\, $10 Students. \nRegistration: Click here
URL:https://www.fpasv.org/event/may-2020-chapter-meeting
LOCATION:CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200410T120000
DTEND;TZID=America/Los_Angeles:20200410T130000
DTSTAMP:20200330T021116Z
CREATED:20191106T072630Z
LAST-MODIFIED:20200330T021116Z
UID:1669-1586520000-1586523600@www.fpasv.org
SUMMARY:April 2020 Chapter Meeting
DESCRIPTION:Overview:\nJoin us to hear the “state of the long-term care planning industry”.  How do you deal with the elephant in the room – a LTCI policy rate increase.  Hear LTCI specialist\, Cindy Eisenhower provide a comprehensive planning framework for utilizing the right long-term care insurance product (including possibly life insurance with a care rider). \nTopic: Successfully Navigate Long-term Care Planning for your Clients. \nSpeaker: Cindy Eisenhower\, CLTC\, Director of Long-term Care Sales Your Long-term Care Home \nFeatured Partner: Mike Ryan\, Michael Ryan & Associates \nLocation: Online \nAbout the Speaker: \nCindy Eisenhower is a successful Long-Term Care sales professional. For the past year Cindy has owned and operated her own long-term care brokerage and worked legislatively with the State of California on long-term care legislative changes. Cindy works with Genworth\, Transamerica\, Assurity USA \, LifeSecure\, The Guardian\, One America\, Nationwide and Mutual of Omaha. Cindy previously represented John Hancock as a National Training Director. Prior to John Hancock she represented MetLife as the Director of Long Term Care for their Western Region where she increased sales in her territory by 277%. Prior to that she represented New York Life Insurance Company as their Pacific Zone Wholesaler for Long Term Care.  \nCost: $20 Members\, $10 Students\, $30 Non-Members \nRegister Here
URL:https://www.fpasv.org/event/april-2020-chapter-meeting
LOCATION:CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200313T113000
DTEND;TZID=America/Los_Angeles:20200313T133000
DTSTAMP:20200309T225227Z
CREATED:20191106T072135Z
LAST-MODIFIED:20200309T225227Z
UID:1667-1584099000-1584106200@www.fpasv.org
SUMMARY:March 2020 Chapter Meeting
DESCRIPTION:Due to increasing concerns about Coronavirus\, our executive committee decided to cancel our chapter meeting this Friday\, March 13\, 2020.\nWe will work with Dr. Jim McCabe to reschedule his presentation to potentially be held at our November 13\, 2020 chapter meeting.\nMeals will be prepared for Friday’s meeting as planned but will be donated to a local shelter. Maggiano’s has been very understanding of the situation and was very happy for the opportunity to prepare food for donation. \nWe apologize for any inconvenience this change causes but hope you will join us at a future event. \nOverview:\nWhen an individual is suffering from diminished capacity\, she is exposed to a number of risks\, including: elder abuse\, undue influence and physical harm. As an advisor\, what do I do? Are there limits in terms what I can and can’t do without creating liability for myself and my practice? How do I approach this difficult conversation with my client? When can I share information with other stakeholders? Are there resources in the community to assist clients and their families in these situations? \nTopic: Advising Clients Effectively in the New Environment. What to do About Aging Clients and Diminished Capacity. \nSpeaker: Dr. Jim McCabe \nFeatured Partner: Mike Sukle\, NFP \nLocation: Maggiano’s Little Italy \nAbout the Speaker: \nDr. Jim McCabe is the President of Eldercare Resources\, a geriatric care management company that specializes in eldercare and case management services. Over a period of more than 30 years\, Dr. McCabe has assisted hundreds of families with planning in the areas of eldercare and long term care planning. \nJim was a member of FPA for a number of years and at one time served on the Board of The Financial Planning Association in Phoenix\, Arizona. He has been a frequent presenter to the FPA and has consulted extensively with estate planning professionals\, attorneys\, and financial advisors. Some of his clients have included: Cisco Systems\, Harris Trust and The Federal Reserve Bank. \nDr. McCabe also lectures at University of California\, Berkeley and San Jose State University \nHe holds Masters Degrees from the University of Hawaii and earned his PhD at the University of California\, Berkeley. Jim and his wife Deborah make their home in Pleasanton\, CA \nCost: \nEarly Registration $45 FPA members\, $70 Non-members\, $25 Students.\nAt the door $65.00 for FPA members\, $85 Non-members\, $35 Students. \nRegistration: Click here to register
URL:https://www.fpasv.org/event/march-2020-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200310T070000
DTEND;TZID=America/Los_Angeles:20200310T160000
DTSTAMP:20191125T171341Z
CREATED:20191125T171341Z
LAST-MODIFIED:20191125T171341Z
UID:1701-1583823600-1583856000@www.fpasv.org
SUMMARY:7th Annual Advocacy Day in Sacramento
DESCRIPTION:Overview:\nTuesday\, March 10 marks our seventh annual Advocacy Day in Sacramento!  We invite you to join your fellow FPA members from around the state for a day on the “Hill\,” sponsored by FPA of California.  This is your opportunity to meet with your elected representatives to discuss some of the Legislation\, Policy Issues and Practices that are most important to you in the practice of your profession. \nAdvocacy Day is our largest and most attended advocacy event of the year.  Participation from FPA members has more than doubled in recent years from 14 in 2014 to 32 members in 2019\, and we anticipate even more attendance this year.  As a coalition\, we continue to build lasting relationships at all levels of government including members from the office of the Department of Business Oversite\, Insurance Commissioner\, State Treasurer and State Controller. \nLocation: State Capitol\, 1315 10th Street\, Sacramento\, CA 95814 \nRegistration: Click here
URL:https://www.fpasv.org/event/7th-annual-advocacy-day-in-sacramento
LOCATION:State Capitol\, 1315 10th Street\, Sacramento\, CA\, 95814\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200228T173000
DTEND;TZID=America/Los_Angeles:20200228T173000
DTSTAMP:20200201T010647Z
CREATED:20191201T044427Z
LAST-MODIFIED:20200201T010647Z
UID:1722-1582911000-1582911000@www.fpasv.org
SUMMARY:February 2020 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: Diversity & Inclusion \nSpeaker: Cameo Roberson\, AAMS® \nLocation: Abacus Wealth Partners\, 700 South B Street\, Ste 200\, San Mateo \nDate/Time:  Thursday\, February 27\, 2020\, 5:30 – 7:30 pm \nSpeaker Bio:  Cameo Roberson has harnessed her experience working in the financial planning profession (over 15 years) into an innovative practice management and financial advisory practice serving financial advisors and women who want to launch into entrepreneurship. In 2017\, she co-founded and co-chairs the National Association of Personal Financial Advisors (NAPFA) Diversity & Inclusion initiative. She is currently the PR/Communications Director for the Financial Planning Association\, FPA Silicon Valley Chapter\, Conference Committee Member for the FPA NorCal Conference and San Francisco Regional Delegate for Females & Finance (F&F)\, a dynamic group that supports women and male allies working in financial services.\nTo learn more about Cameo’s background\, please visit: https://www.atlasparkco.com/meet-cameo/ \nRegistration: Click here to register
URL:https://www.fpasv.org/event/february-2020-nexgen-social
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200226T120000
DTEND;TZID=America/Los_Angeles:20200226T133000
DTSTAMP:20191228T035018Z
CREATED:20191201T050849Z
LAST-MODIFIED:20191228T035018Z
UID:1726-1582718400-1582723800@www.fpasv.org
SUMMARY:February 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\nTopic: Working with Affiliated Professionals \n\nOverview:\nFinancial Planning is not an “individual sport”.  It requires regular collaboration and consultation with other affiliated professionals in order to deliver the best comprehensive results to your clients.  For this session\, we have invited 3 affiliated professionals\, and one CFP® to address the following points: \n\nBuilding a professional network\nHow the affiliated professionals work with Financial Planners and vice versa\nCommon mistakes or oversights that they see Financial Planners make\nOther suggestions or tips on working with Affiliated Professionals\n\nThe panelists will introduce themselves and speak about their practices and how they engage with others.  The session will then open up for a general question and answer period. Come with your questions!!. \nPanelists:Tracy Cook\, CPA; Richard C. Dayton\, J.D.\,  Founder of the Dayton Law Firm; Jesse Dogillo\, CFP®\, CLU®\, ChFC®\, AEP®\, Founder of Bay Area Financial Advisers; Lavina Nagar\, CFP®\, President and Founder\, Maya Advisors\, Inc. \nLocation: UCSC Extension in Silicon Valley (3175 Bowers Avenue\, Santa Clara) \nRegistration: Click here to register. Badges will be prepared for those registering for this event. Walk-ins may be restricted. Lunch is not provided\, though attendees are welcome to bring a brown bag lunch. \nPanelist Bios: \nTracy Cook is a licensed CPA\, and has worked with medium to high net worth clients in Silicon Valley since 1999 working for three notable CPA firms in the Bay Area before starting her own firm in 2015 specializing in individual\, estate and trust income tax preparation and court/trust accounting.  In addition to her work at CPA firms\, Tracy formerly taught the individual income tax course for the Personal Financial Planning Program and later the Certified Public Accounting Program at the University of California Santa Cruz Extension.  Tracy has her B.S. in Accounting from San Jose State University with a minor in Vocal Performance. During her time at San Jose State University\, she was a member of the Choraliers during their 1995 European tour and took part in international choral competitions. She is an avid San Francisco Forty Niner fan and loves attending professional sporting events and traveling. \nRichard C. Dayton\, J.D.\, is the Founder of the Dayton Law Firm in San Jose.  Rich has been practicing estate planning\, trust\, and probate law since 1998. As a respected leader in his field\, Rich has addressed professional groups\, charitable organizations\, and the public on topics related to advanced planning and tax savings.  In 2004\, Rich was certified as a certified specialist in estate planning\, trust\, and probate law by the State Bar of California Board of Legal Specialization. He teaches estate planning in the Personal Financial Planning Program for prospective CFP®s at the University of California\, Santa Cruz Extension Silicon Valley.  He is a member of a number of different professional organizations\, including the American Bar Association\, the California Bar Association\, The National Academy of Elder Law Attorneys among others. Rich is a retired lieutenant colonel of the United States Army Reserve. In addition to his law career\, he previously served as a senior software engineering manager for IBM. \nJesse Dogillo\, CFP®\, CLU®\, ChFC®\, AEP®\, has been a financial service professional since 1988 and has a private practice in Silicon Valley. He also provides expert witness litigation support and consulting\, including financial counseling and education to current U.S. military service members through the Department of Defense. He enjoys teaching and is the Risk Management instructor at UCSC.  Jesse serves as president for the Santa Clara County Estate Planning Council and was appointed by the California insurance commissioner to serve in his administration as a member of the Curriculum Board\, which oversees education for brokers and develops standards for providers and instructors. He was formerly on the national board of the Society of Financial Service Professionals. His hobbies include sabre fencing at Stanford Fencing Club – his top result was CA State Champion and Silver Medal Vet-40 National Championships. Jesse enjoys bocce ball\, golf and sailing on the SF Bay. \nLavina Nagar\, CFP®\, President and Founder\, Maya Advisors\, Inc.  Financial planning is a second career for Lavina. Before founding Maya Advisors\, she worked on solutions for investment banks and other global financial institutions. She founded Maya Advisors when faced with a life transition herself. It made her realize the importance of a trusted professional when life gets overwhelming. Someone who cares\, and can also provide guidance with professional objectivity. This realization has impacted her decision on whom to serve. The focus of her practice is people undergoing life transitions. She believes it is an honor and a responsibility\, and tries her best to serve her clients with integrity\, and accountability.  Lavina is an active member of the Financial Planning Association (FPA). She has served on the board of Silicon Valley chapter of FPA as its Treasurer for three years and volunteers regularly for Financial Planning Days. \n 
URL:https://www.fpasv.org/event/february-2020-student-forum
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200213T090000
DTEND;TZID=America/Los_Angeles:20200213T150000
DTSTAMP:20200104T002110Z
CREATED:20191101T154156Z
LAST-MODIFIED:20200104T002110Z
UID:1645-1581584400-1581606000@www.fpasv.org
SUMMARY:FPA of Silicon Valley Symposium - Vision 2020
DESCRIPTION:Symposium Snapshot\nThe 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 to relate to their clients who are preparing for their aging cycle individually along with how to develop language that resonates with all of their clients\, no matter their investing stage. Attendees will hear from one of Franklin Templeton’s top executives on the pulse of 2020\, and throughout the day\, will be offered the opportunity to earn essential continuing education credits. All of this would not be complete without ample time to network with other professionals and FPA chapter partners. Begin 2020 with a clear vision and register for the FPA Silicon Valley Symposium – Vision 2020. \nMark your calendar and sign up today!  Get valuable information and 5 CE hours in one day. Price also includes lunch. \nEarly Bird Registration has been extended to January 10th! \nRegistration: Click Here \n$99 for FPA members and $169 for Non-Members \nAfter January 10th:  $149 for FPA members and $219 for Non-Members \nOn the Itinerary – 5 Hours CFP® CE\n\nThe Solo Ager Client – Sara Zeff Geber\, Ph.D.\, Certified Retirement Coach \nLearn who & what a solo ager is and how to identify their specific aging needs. Gain insights into how they view their social networks and their influences on a solo ager’s quality of life. Also\, be informed of how to gauge what’s important to them in their planning process and how to encourage facilitating critical conversations with their social network for the solo ager’s well-being. \nMarket Update –  Mike Reed\, Franklin Templeton \nPriceless – The Meaning of Value – Todd Barney CIMA®\, CPWA®\, VP – Sr. Advisor Consultant\, Invesco \nFees are on sale. Should you join the discounters\, or should you learn how to better communicate your value? The research from a 6-month study by Invesco Consulting and Maslansky + Partners uncovered new “cries” from investors and resonating responses from advisors when defending\, defining and delivering value. \nDivorce\, Financially Speaking – Karen Sparks\, CDFA™\, JD\, Divorce Financial Strategists™ \nLunch\, snacks and beverages will be provided. There will be ample time for networking with other planners and valuable chapter partners. \nQuestions? Contact Susan Adams at execdirector@fpasv.org.
URL:https://www.fpasv.org/event/fpa-of-silicon-valley-symposium-vision-2020
LOCATION:Franklin Templeton\, 1 Franklin Pkwy #960\, San Mateo\, CA\, 94403\, United States
END:VEVENT
END:VCALENDAR