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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
LOCATION:CA
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
LOCATION:CA
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
LOCATION:CA
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
BEGIN:VEVENT
DTSTART;VALUE=DATE:20191025
DTEND;VALUE=DATE:20191031
DTSTAMP:20190824T033924Z
CREATED:20190824T033924Z
LAST-MODIFIED:20190824T033924Z
UID:1545-1571961600-1572479999@www.fpasv.org
SUMMARY:October 2019 FPA Residency
DESCRIPTION:Overview:\n​​​What is FPA Residency program? \n​It a highly acclaimed\, intensive\, week-long\, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors\, program participants or residents spend their days role-playing and working through real-life financial planning scenarios.  \nWith the end goal of building the confidence and skills needed to create meaningful relationships with clients\, residents gain a deep understanding of how to “do” financial planning\, and more importantly\, what it means to “be” a financial planner for their clients. Additionally\, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board’s three-year requirement.  \nLocation: The Hyatt Regency Aurora – Denver Conference Center\, 13200 East 14th Place\, Aurora\, Colorado \nRegistration: https://www.onefpa.org/residency
URL:https://www.fpasv.org/event/october-2019-fpa-residency
LOCATION:The Hyatt Regency Aurora\, 13200 East 14th Place\, Aurora\, CO\, 80011\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20191016
DTEND;VALUE=DATE:20191019
DTSTAMP:20190521T122247Z
CREATED:20190521T122247Z
LAST-MODIFIED:20190521T122247Z
UID:1440-1571184000-1571443199@www.fpasv.org
SUMMARY:FPA Annual Conference 2019
DESCRIPTION:Overview:\nTBA \nLocation: Minneapolis Convention Center\, Minneapolis\, MN \nRegistration: Register here
URL:https://www.fpasv.org/event/fpa-annual-conference-2019
LOCATION:Minneapolis Convention Center\, 1301 2nd Ave S\, Minneapolis\, MN\, 55403\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191011T140000
DTEND;TZID=America/Los_Angeles:20191011T160000
DTSTAMP:20190919T064744Z
CREATED:20190717T145451Z
LAST-MODIFIED:20190919T064744Z
UID:1501-1570802400-1570809600@www.fpasv.org
SUMMARY: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. \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 \n 
URL:https://www.fpasv.org/event/ethics
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:20191011T113000
DTEND;TZID=America/Los_Angeles:20191011T133000
DTSTAMP:20190919T064829Z
CREATED:20181029T205021Z
LAST-MODIFIED:20190919T064829Z
UID:1112-1570793400-1570800600@www.fpasv.org
SUMMARY:October 2019 Chapter Meeting
DESCRIPTION:Overview:\nAmericans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But\, it is not just a lack of literacy holding Americans back. Behavioral biases and heuristics like narrow framing and loss aversion are also creating significant roadblocks. Learn how to incorporate best practices around behavioral finance techniques and technology to help achieve better evidence-based retirement outcomes for your clients. This presentation will show you how you can rewire the way your clients think about saving for retirement to spending in retirement. \n1.5 hours CFP CE has been granted for this session by the CFP Board. \n**Ethics for CFP® Professionals will be offered in a separate session at 2pm on October 11th.  If you would like to also register for Ethics\, it is $40 for members and $60 for non-members.  Registration for both Chapter Meeting and Ethics can be done simultaneously. \nTopic: Rewirement: Improving Retirement Income Client Outcomes By Embracing Behavioral Finance Best Practices. \nSpeaker: Jamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP® \nAbout The Speaker:\nJamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP®\, is the Director of Retirement Research at Carson Wealth and a Finance Professor of Practice at Creighton University’s Heider School of Business\, a former professor of Taxation at The American College\, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie is a Finance Professor of Practice at the Heider School of Business at Creighton University. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. His most recent book\, Rewirement: Rewiring The Way You Think About Retirement\, details the behavioral finance issues that hold people back from a more financially secure retirement. \nHe has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017\, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. \nFeatured Partner: Christina Gray\, Stonecrest \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/october-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190926T163000
DTEND;TZID=America/Los_Angeles:20190926T180000
DTSTAMP:20190829T032448Z
CREATED:20181220T000915Z
LAST-MODIFIED:20190829T032448Z
UID:1189-1569515400-1569520800@www.fpasv.org
SUMMARY:NexGen Firm Tours
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 waitlist. \nOverview:\nTopic:  Have you ever wondered… \nWhat various roles are available within an RIA?  \nIf there was another way to run your financial planning practice? \nWhether you need to have a broker-dealer affiliation? \nAbout the challenges of joining an ensemble firm versus starting your own? \nIf you’ve ever asked yourself any of these questions\, the FPA Silicon Valley chapter NexGen group has scheduled a “Firm Tour” with two firms to help answer those questions plus any others you may have. We are opening this event to members and non-members. \nSpeaker: Ballast Point Financial Planning & Main Street Financial Planning. \nLocation: Main Street Financial Planning\, 340 Lorton Ave\, Suite 215\, Burlingame\, CA 94401 \nDate/Time:  Thursday\, September 26\, 2019\, 4:30 – 6:00 pm \nRegistration here
URL:https://www.fpasv.org/event/september-2019-nexgen-meeting
LOCATION:Main Street Financial Planning\, 340 Lorton Avenue\, Suite 215\, Burlingame\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190920T120000
DTEND;TZID=America/Los_Angeles:20190920T130000
DTSTAMP:20190824T042150Z
CREATED:20190727T030012Z
LAST-MODIFIED:20190824T042150Z
UID:1520-1568980800-1568984400@www.fpasv.org
SUMMARY:September 2019 Webinar
DESCRIPTION:Overview:\nTopic: TBA \nLocation: Online Only \nSpeaker/Featured Partner: Rich Dayton\, the Dayton Law Firm \nRegistration will open soon.
URL:https://www.fpasv.org/event/september-2019-webinar
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190913T113000
DTEND;TZID=America/Los_Angeles:20190913T133000
DTSTAMP:20190717T144213Z
CREATED:20181029T204648Z
LAST-MODIFIED:20190717T144213Z
UID:1110-1568374200-1568381400@www.fpasv.org
SUMMARY:September 2019 Chapter Meeting
DESCRIPTION:Overview:\nTopic: Wealth Management Strategies Using 529 Education Plans  \nWhy do advisors need to talk about investing in 529 plans?  Because investing in education for family members is only 2nd to retirement savings.  Learn the following from Mr. Stack’s presentation:  \n\nHow to plan and prepare as college costs continue to rise and how financial aid may or may not help families pay for college.  \nWhat are some of the federal income and estate tax laws that may affect college planning?  \nLast\, but not least\, what are the options available to clients when the money is not used for a designated beneficiary’s college?\n\nAbout the Speakers:\nChris Stack\, Esq.\, managing consultant\, Savingforcollege.com\, is a nationally recognized 529 authority\, experienced in educational finance.  He has been an attorney for more than 25 years\, licensed in New York and Pennsylvania\, with experience in finance\, investments and law relating to tax-advantaged products\, including Section 529\, since it became federal law in 1996.  \nAs a partner at a major New York law firm\, Mr. Stack advocated to his state clients the benefits of 529 programs and\, beginning in 1997\, served as the principal or participating author for several states’ legislation establishing 529 programs.  He assisted several states in implementing their 529 saving programs.  \nMr. Stack has been leading Savingforcollege.com LLC consulting and educational services since 2001.  Currently\, he advises and consults with states and investment companies and presents nationally to employers\, financial advisors\, accountants\, attorneys and actual investors on 529 plans.  He has participated in 529 programs for his two boys since 1997.   \nFeatured Partner: Scott Pyes\, Natixis \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/september-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:20190822T173000
DTEND;TZID=America/Los_Angeles:20190822T200000
DTSTAMP:20190817T042208Z
CREATED:20181220T004118Z
LAST-MODIFIED:20190817T042208Z
UID:1203-1566495000-1566504000@www.fpasv.org
SUMMARY:8th Annual Bocce Event
DESCRIPTION:Don’t miss this annual event!  It’s a casual gathering where we split into groups to play bocce and socialize.  No experience necessary. Registration includes food\, two complimentary drinks and bocce.  Location is Campo di Bocce in Los Gatos. \nRegister early to get the best price!  Click here to register. \nThrough June 30th — $30 Member / $40 Non-Member\nJuly 1st – July 31st — $35 Member / $45 Non-Member\nAfter July 31st — $40 Member / $50 Non-Member \nSchedule for the evening is below. After 6:00 pm\, times are estimated. Heavy appetizers served throughout event beginning at 6:00 pm.**\n•5:30 pm — Sign in\, grab a drink and enjoy networking\n•6:00 pm — How to Play and First Round Begins\n•6:45 pm — Introduction of Team Captains/Sponsors\n•7:00 pm — Second Round Begins\n•7:45 pm — Winning Team Announced\n•8:00 pm — Event ends\, but you are welcome to stay and visit with other attendees. \nTeam Captain/Sponsor Opportunities Available: Click here for more information. \n  \nThank you to our event sponsors and team captains: \n\n \nChristina Gray\, Stonecrest \n \nMatt Beck\, American Century investments \n \nMichael Jones\, TD Ameritrade Institutional \n  \nhttps://www.openinvest.co  –  Mark Dickinson\, OpenInvest
URL:https://www.fpasv.org/event/8th-annual-bocce-event
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190808
DTEND;VALUE=DATE:20190812
DTSTAMP:20190322T145750Z
CREATED:20190322T145750Z
LAST-MODIFIED:20190322T145750Z
UID:1356-1565222400-1565567999@www.fpasv.org
SUMMARY:August 2019 Far West Round Up
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 held on the campus of UC Santa Cruz.  We eat in the cafeteria and we sleep in the dorms. The campus is beautiful\, the food is good (considering it’s cafeteria food)\, and the accommodations are a long shot from the Ritz. Needless to say\, this retreat is wildly popular in spite of its downscale venue. The appeal is the informal setting where planning practitioners can exchange ideas and have fun. \nLocation: UC Santa Cruz; Save the dates. \nRegistration: http://fpafarwestroundup.org/
URL:https://www.fpasv.org/event/august-2019-far-west-round-up
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190725T173000
DTEND;TZID=America/Los_Angeles:20190725T193000
DTSTAMP:20190620T030514Z
CREATED:20181220T002613Z
LAST-MODIFIED:20190620T030514Z
UID:1193-1564075800-1564083000@www.fpasv.org
SUMMARY:July 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:\nJoin our NexGen group for a social. \nLocation: Antonio’s Nut House\, 321 California St\, Palo Alto. We will meet near the taqueria. \nDate/Time: Thursday\, July 25\, 2019\, 5:30 – 7:30 pm \nRegister here
URL:https://www.fpasv.org/event/july-2019-nexgen-social
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190719T120000
DTEND;TZID=America/Los_Angeles:20190719T130000
DTSTAMP:20190620T033108Z
CREATED:20190322T144824Z
LAST-MODIFIED:20190620T033108Z
UID:1354-1563537600-1563541200@www.fpasv.org
SUMMARY:July 2019 Webinar
DESCRIPTION:Overview:\nPlease join Pete Klos of Natixis Investment Managers for a seminar designed to educate participants on the impact taxes can have on investments and the techniques that can be applied to maximize after-tax returns. The course also compares and contrasts the taxation of different investment vehicles\, and looks at the effects of recent tax code changes.  \nTopic: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing \nLocation: Online Only \nSpeaker: Pete Klos \nPeter Klos is a Portfolio Manager and Senior Vice President at Managed Portfolio Advisors®\, a division of Natixis Advisors\, L.P. His areas of focus include manager due diligence\, tax management\, and trade implementation. Mr. Klos started with the company in 2004. Prior to joining Natixis\, Mr. Klos worked at UBS in multiple roles within their managed account and private client groups. He has more than 16 years of investment management experience. Mr. Klos received his MBA from the Haas School of Business at the University of California\, Berkeley and a BS in finance from Villanova University. Mr. Klos is also a CFA® charterholder and member of the CFA Society of San Francisco. \nFeatured Partner: Scott Pyes\, Natixis \nRegister here
URL:https://www.fpasv.org/event/july-2019-webinar
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190712T113000
DTEND;TZID=America/Los_Angeles:20190712T133000
DTSTAMP:20190510T025755Z
CREATED:20181029T204451Z
LAST-MODIFIED:20190510T025755Z
UID:1108-1562931000-1562938200@www.fpasv.org
SUMMARY:July 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: Business Planning Beyond the Numbers\nSPEAKER: Teresa Riccobuono \nAttendees will learn what it takes to prepare a comprehensive business plan\, including the foundational pieces\, client service aspects\, client acquisition strategies\, as well as how to create a staff development plan. Then turn it all into an implementation plan\, including a list of actionable items assigned to team members with due dates. \n1.5 hours CE available pending approval by the CFP Board \nFeatured Partner: Mike Ryan\, Michael Ryan & Associates \nAbout the Speaker:\nTeresa started her career in 1997 as a financial advisor. Her career has evolved into a practice management and recruiting specialist for the industry. Teresa is a frequent contributor to Advisor Perspectives and an occasional contributor for Michael Kitces. She’s the Public Relations chair for our East Bay chapter. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nClick here to register
URL:https://www.fpasv.org/event/july-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:20190620T173000
DTEND;TZID=America/Los_Angeles:20190620T200000
DTSTAMP:20190601T040825Z
CREATED:20181220T003702Z
LAST-MODIFIED:20190601T040825Z
UID:1200-1561051800-1561060800@www.fpasv.org
SUMMARY:Triple Treat Networking Event
DESCRIPTION:Join FPASV\, CalCPA and Asian Pacific American Bar Association (APABA) for our annual Triple Treat Networking Event. \nDate: Thursday\, June 20\, 2019\, 5:30 pm \nLocation: Vault 164 Restaurant and Bar\, San Mateo \nRegistration: Click here
URL:https://www.fpasv.org/event/triple-treat-networking-event
LOCATION:Vault 164\, 154 South B Street\, San Mateo\, CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190611T173000
DTEND;TZID=America/Los_Angeles:20190611T200000
DTSTAMP:20181220T004605Z
CREATED:20181220T004605Z
LAST-MODIFIED:20181220T004605Z
UID:1205-1560274200-1560283200@www.fpasv.org
SUMMARY:Past Presidents Dinner
DESCRIPTION:Date: Tuesday\, June 11\, 2019\, 5:30 pm.
URL:https://www.fpasv.org/event/past-presidents-dinner
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190607
DTEND;VALUE=DATE:20190613
DTSTAMP:20190322T144446Z
CREATED:20190322T144446Z
LAST-MODIFIED:20190322T144446Z
UID:1351-1559865600-1560383999@www.fpasv.org
SUMMARY:June 2019 FPA Residency
DESCRIPTION:Overview:\n​​​What is FPA Residency program? \n​It a highly acclaimed\, intensive\, week-long\, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors\, program participants or residents spend their days role-playing and working through real-life financial planning scenarios.  \nWith the end goal of building the confidence and skills needed to create meaningful relationships with clients\, residents gain a deep understanding of how to “do” financial planning\, and more importantly\, what it means to “be” a financial planner for their clients. Additionally\, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board’s three-year requirement.  \nLocation: The Hyatt Regency Aurora – Denver Conference Center\, 13200 East 14th Place\, Aurora\, Colorado \nRegistration: https://www.onefpa.org/residency
URL:https://www.fpasv.org/event/june-2019-fpa-residency
LOCATION:The Hyatt Regency Aurora\, 13200 East 14th Place\, Aurora\, CO\, 80011\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190605
DTEND;VALUE=DATE:20190607
DTSTAMP:20190510T025628Z
CREATED:20190322T144032Z
LAST-MODIFIED:20190510T025628Z
UID:1349-1559692800-1559865599@www.fpasv.org
SUMMARY:June 2019 FPA Advocacy Day - Washington\, DC
DESCRIPTION:Overview:\nFPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession while displaying FPA’s strength as the largest membership association for CERTIFIED FINANCIAL PLANNER™ professionals. Plan for a high energy\, invigorating day that empower you to positively interact with policymakers to help advocate for issues that are crucial to practitioners of the financial planning community. Join us for our FPA Afternoon Symposium on Wednesday\, June 5th and our Advocacy Day on June 6th. Find out more by clicking the registration link. \nLocation: Washington D.C (more details to come) \nRegistration: https://www.onefpa.org/advocacy/Pages/FPA_Advocacy_Days.aspx \n 
URL:https://www.fpasv.org/event/june-2019-fpa-advocacy-day-washington-dc
LOCATION:CA
END:VEVENT
END:VCALENDAR