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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
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200110T113000
DTEND;TZID=America/Los_Angeles:20200110T133000
DTSTAMP:20191228T034812Z
CREATED:20191106T071936Z
LAST-MODIFIED:20191228T034812Z
UID:1665-1578655800-1578663000@www.fpasv.org
SUMMARY:January 2020 Chapter Meeting
DESCRIPTION:Overview:\nThe 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 planning recommendations for our clients. \nTopic: Business Taxation: Advising Clients Effectively in the New Environment \nSpeaker: Meredith Johnson\, CPA\, CFP® \nFeatured Partner: TBA \nLocation: Maggiano’s Little Italy \nAbout the Speaker: \nMeredith Johnson\, CPA\, CFP®\, has deep experience in not only accounting\, but financial planning and analysis\, project management and business development.  She works with clients based on a holistic approach to taxation\, in the areas of estate planning and business succession particularly.  Her specialties include Financial Planning\, Tax Planning and Compliance\, Project Management\, Business Strategy\, Financial Modeling and Analysis\, Employee Training and Development\, and Public Policy Analysis and Advocacy.\n \nMeredith currently serves on the Board of the California Society of CPAs (CalCPA) and is the First Vice President of the CalCPA San Francisco chapter. She received her bachelor’s degree from Whitman College and her MS degree in Taxation from Golden Gate University.   She is an active member of the FPA San Francisco chapter\, serving on the Pro Bono Committee and the Financial Planning Day Steering Committee.  She also gives back to her local community through her work with non-profits — as a site manager\, volunteer\, and financial coach for Tax-Aid in San Francisco (a public charity assisting low income taxpayers with their returns)\, and as a manager for One Brick (helping connect volunteers to each other and the worthy causes which need their time and energy). \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
URL:https://www.fpasv.org/event/january-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:20191213T160000
DTEND;TZID=America/Los_Angeles:20191213T180000
DTSTAMP:20191106T070354Z
CREATED:20181029T205253Z
LAST-MODIFIED:20191106T070354Z
UID:1116-1576252800-1576260000@www.fpasv.org
SUMMARY:December 2019 Chapter Meeting & Holiday Social
DESCRIPTION:Overview:\nJoin us for our annual meeting where we elect the 2020 Board of Directors\, recognize our volunteers and enjoy time together.  \nThe Murder Mystery Co. will provide interactive entertainment you won’t want to miss!  \nHeavy appetizers and desserts will be served.  Limited wine and beer selections will be available. \nAbout the Speakers:\nMore information will be posted soon. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegistration: Click Here
URL:https://www.fpasv.org/event/december-2019-chapter-meeting-holiday-social
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:20191121T173000
DTEND;TZID=America/Los_Angeles:20191121T193000
DTSTAMP:20191106T065643Z
CREATED:20181220T003258Z
LAST-MODIFIED:20191106T065643Z
UID:1198-1574357400-1574364600@www.fpasv.org
SUMMARY:November 2019 NexGen Social
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:\nPlease join us for the last NexGen gathering of 2019 when we get together for a social. \nLocation: Antonio’s Nut House\, Palo Alto \nDate/Time:  Thursday\, November 21\, 2019\, 5:30 – 7:30 pm \nRegistration: Click here 
URL:https://www.fpasv.org/event/november-2019-nexgen-social
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191116T130000
DTEND;TZID=America/Los_Angeles:20191116T160000
DTSTAMP:20191023T052442Z
CREATED:20190824T035044Z
LAST-MODIFIED:20191023T052442Z
UID:1550-1573909200-1573920000@www.fpasv.org
SUMMARY:November 16th 2019 Financial Planning Day
DESCRIPTION:Overview:\nLocation is Menlo Park Library\, 800 Alma Street\, Menlo Park\, CA. Volunteer registration is now open for CFP® and logistics volunteers. \nVolunteer Registration
URL:https://www.fpasv.org/event/november-2019-financial-planning-day
LOCATION:Menlo Park Library\, 800 Alma Street\, Menlo Park\, CA\, 94025\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191115T120000
DTEND;TZID=America/Los_Angeles:20191115T130000
DTSTAMP:20191109T060447Z
CREATED:20190727T030238Z
LAST-MODIFIED:20191109T060447Z
UID:1523-1573819200-1573822800@www.fpasv.org
SUMMARY:November 2019 Webinar
DESCRIPTION:Overview:\nTopic: Capital Gains Tax Deferral and Avoidance Strategies \nMike 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. \nLearning Objective: Gain a basic grasp of different Capital Gains tax deferral and avoidance strategies\, including the differences / comparisons between them. \n1.0 hour CFP CE available for this session pending approval by the CFP Board. \nLocation: Online Only \nSpeaker: Mike Ryan \nMike Ryan of Michael Ryan & Associates will be our presenter. Mike is a mortgage broker with over 20 years of experience. \nFeatured Partner: Mike Ryan\, Michael Ryan & Associates \nRegistration: Click here \nThis webinar is open to FPA members only.  For information about FPA membership\, click here or call 800-322-4237.
URL:https://www.fpasv.org/event/november-2019-webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20191115
DTEND;VALUE=DATE:20191118
DTSTAMP:20190322T145936Z
CREATED:20190322T145936Z
LAST-MODIFIED:20190322T145936Z
UID:1359-1573776000-1574035199@www.fpasv.org
SUMMARY:November 2019 FPA Chapter Leaders Conference
DESCRIPTION:Overview:\nTBA \nLocation: TBA \nRegistration: TBA
URL:https://www.fpasv.org/event/november-2019-fpa-chapter-leaders-conference
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191109T120000
DTEND;TZID=America/Los_Angeles:20191109T160000
DTSTAMP:20191106T180136Z
CREATED:20191023T052425Z
LAST-MODIFIED:20191106T180136Z
UID:1614-1573300800-1573315200@www.fpasv.org
SUMMARY:November 9th 2019 Financial Planning Day
DESCRIPTION:Overview:\nLocation is San Mateo Library\, 55 W 3rd Ave. San Mateo\, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers. \nVolunteer Registration
URL:https://www.fpasv.org/event/november-9th-2019-financial-planning-day
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191108T160000
DTEND;TZID=America/Los_Angeles:20191108T180000
DTSTAMP:20191023T051810Z
CREATED:20181029T205153Z
LAST-MODIFIED:20191023T051810Z
UID:1114-1573228800-1573236000@www.fpasv.org
SUMMARY:November 2019 Chapter Meeting
DESCRIPTION:*Please note the time for this meeting is 4:00 – 6:00 pm. \nTopic: Economic Update – More Growth Ahead in 2020 \nSpeaker: Bryce Gill\, Economic Analyst – First Trust \nFeatured Partner: Todd Barney\, Invesco \nOverview:\nWith a record-long bull market and the recent inversions in the yield curve\, worries about a coming recession have been weighing on investors’ minds. Add in escalating trade tensions which are throwing even more uncertainty into the mix\, and it’s hard to know what’s on the horizon for the US economy. \nHowever\, First Trust continues to believe the fundamentals of the economy remain sound. Yield curve inversions aren’t the reliable signal they used to be due to massive intervention by central banks since 2008. Moreover\, while trade tensions have undermined the growth-boosting incentives surrounding the Trump Administration’s Tax cuts\, on net the private sector is still coming out ahead. \nThe strength of the US consumer\, and the resiliently strong labor market\, should continue to drive economic growth despite the slowdown abroad. And while there will always be negative trends to highlight\, our favorite recession early warning signals continue to point to a healthy economy in 2020. \nFollowing the speaker presentation\, join us for “Business & Beverages”\, a cocktail social with our partners who will be sharing best practices and business solutions. Hors d’oeuvres will be served. \nLocation: Maggiano’s Little Italy \nAbout the Speaker: \nMr. Gill is a member of the economics team at First Trust Portfolios and is based in the Austin\, TX office. He is a graduate of Miami University in Ohio with a B.A. in  Economics. He is currently pursuing an MBA at the McCombs School of Business at The University of Texas at Austin. \nCost: \nEarly Registration $40.00 members and first-time attendees. $60.00 non-members\nAt the door $60.00 for FPA members\, non-members and first-time attendees. \nRegistration: Click here 
URL:https://www.fpasv.org/event/november-2019-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:20191026T130000
DTEND;TZID=America/Los_Angeles:20191026T160000
DTSTAMP:20190824T034628Z
CREATED:20190824T034628Z
LAST-MODIFIED:20190824T034628Z
UID:1547-1572094800-1572105600@www.fpasv.org
SUMMARY:October 2019 Financial Planning Day
DESCRIPTION:Overview:\nLocation is Redwood City Library\, 1044 Middlefield Rd\, Redwood City\, CA. Volunteer registration is now open for CFP® and logistics volunteers. \nVolunteer Registration
URL:https://www.fpasv.org/event/october-2019-financial-planning-day
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191025T120000
DTEND;TZID=America/Los_Angeles:20191025T133000
DTSTAMP:20190930T190559Z
CREATED:20190817T041451Z
LAST-MODIFIED:20190930T190559Z
UID:1530-1572004800-1572010200@www.fpasv.org
SUMMARY:October 2019 Student Forum
DESCRIPTION:Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program\, UCSCX PFP alumni\, and for members of the Financial Planning Association (any chapter).  These meetings are not open to the general public. \n\nTopic: Preparing for the CFP®Exam \n\nOverview:\nThe CFP® exam seems a mystery. You hear it is “hard”.  The PFP courses provide a foundation\, but most students need more preparation before attempting to pass the 6-hour exam that is taken electronically. Are you looking for more on the exam details\, how to prepare for it\, experiences with the prep classes and words of advice? \nIn this session\, we will hear from four recent test takers on their experiences.  This is an opportunity to learn from former students who were in your shoes a few scant months ago. You will hear a candid assessment of the areas where they felt unprepared\, feedback on the prep classes that they took\, strategies they used and some hints for the exam day. The panelists will introduce themselves and speak about their exam experience prior to opening the session up for a general question and answer period. Come with your questions!! \nThe room opens for networking at 11:30am. \nPanelists: Dave Crook\, Karla Rees\, CFP®\, EA\, Sridhar (Sri) Krishnan\, BS\, MBA\, James Yi. \nLocation: UCSC Extension\, Santa Clara \nRegistration: Click here to register \nPanelist Bios: \nDave Crook is an alum of the UCSCX PFP program and a CFP® certificant\, having passed the exam in late 2017.  He is currently working on accruing hours needed for the credential.  His background is somewhat unconventional\, with degrees in engineering and many years spent in the local high tech industry in a HR/recruiting role — combining the analytic and the interpersonal\, which has proved useful in his early work with clients. \nSridhar (Sri) Krishnan\, BS\, MBA is the owner of Encover Personal Finance LLC\, a Registered Investment Advisor in Fremont\, CA. Sri began his career in Financial Planning after over 20 years of management and start-up experience in the Silicon Valley. He pursued his financial planning education through College for Financial Planning and passed the CFP® Board exam and Series-65 in 2017. His firm provides fee-only financial planning to professionals in the Bay Area who want to build\, grow and secure their financial future. He is a member of XY Planning Network\, FPA and NAPFA. \nKarla Rees\, CFP®\, EA\, has worked as an Associate Advisor at Wade Financial Advisory\, Inc. for the past three years and holds a BS in Business Administration with a concentration in accounting from San Jose State University.  Karla is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent\, enrolled to practice and to represent taxpayers before the IRS.  Karla completed the Personal Financial Planning Certificate program at UCSC Extension in 2015. She sat for the CFP® exam and the final parts of the EA exam in 2016.  Prior to changing careers to financial planning\, Karla worked as a corporate accountant in various roles/companies/industries for 20 years. \nJames Yi passed the CFP® exam in July of 2019 after completing the Certificate of Personal Financial Planning program at UCSC Silicon Valley Extension in December of 2018. He had been a business strategy and operations professional in the high-performance computer industry. He is seeking to build a new career in the financial planning field. \n 
URL:https://www.fpasv.org/event/october-2019-student-forum
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
END:VCALENDAR