Financial Planning Association of Silicon Valley

October 2023 Chapter Meeting
2023-10-12 16:00 - 18:00 (America/Los_Angeles) | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO REGISTER

3 Strategies That Will Amplify Your Networking Efforts And Generate More Revenue!

SPEAKER
Cameo Roberson is the Founder/CEO of Atlas Park Consulting
SUMMARY

Winning prospects, influencing your network and normalizing sharing referrals are interrelated parts to growing your business. What we don’t talk about but keeps us up at night is how to MANAGE all your business development follow up activities. Beyond just showing up, how can you make sure you’re building strong Know-Like-Trust currency and stop leaving money on the table?
1. Put a list together and schedule time to tackle it.
2. Hand the follow up to your assistant.
3. Adopt templates and checklists to keep you organized.
The W.I.N.G.G.™ Method helps busy professionals implement a flawless follow up system, without feeling overwhelmed, so you can turn your “Contacts into Contracts”, build stronger connections and grow your business.
In this interactive 40 minute training, learn from a Former Networking Newbie (who had 5 people in her network when she was laid off for the second time in 2011) into a Networking Naturalista who has transformed her network into expansive connections and new business worldwide!

SPEAKER BIO

Cameo Roberson is the Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. Atlas Park helps leaders and teams execute their growth strategy, improve business processes, streamline operations and systematize the day-to-day; without feeling overwhelmed so you can be prepared for next level growth. Cameo is also the interim COO for CHIP, connecting Black, Hispanic, and Latinx wealth advisors to new clients. Previously, Cameo spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms. Her experience and expertise in practice management techniques, creates presentations that are new, different and relevant.
Cameo has been interviewed about how advisors can drive growth through the coordination of people, processes and technology in several publications; including Wealth Management Magazine, The Journal of Financial Planning, Forbes Magazine, Financial Planning Magazine and Investor’s Business Daily.
Site: https://atlasparkco.com/
Follow her on LinkedIn and Twitter @atlasparkco

More Information
Ticket price includes: heavy appetizers, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CEU pending for this session
No refunds after 3pm the day before the meeting.

Financial Advisors Needed For Pro Bono/Planners in the Library
2023-10-28 10:00 - 14:00 | Redwood City Public Library, 1044 Middlefield Rd, Redwood City, CA, 94063
Topic: Financial Advisors Needed For Pro Bono/Planners in the Library
Location: Redwood City Library, 1044 Middlefield Road, Redwood City
Time: 10:00 am – 2:00 pm
» Click here for more information or to register as a volunteer
____________________________
For Interested Community Members: Come to Financial Planning Day in Redwood City and get free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals. CERTIFIED FINANCIAL PLANNER™ professionals are volunteering to offer free, in-person, one-on-one counseling and financial workshops throughout the day. Contact the organizer (rkutler@redwoodcity.org) to make a free 30 minute appointment with a Certified Financial Planner™
.
You will receive a confirmation with your appointment time. We will welcome walk-in appointments until all spots are taken.
There are Spanish appointments available. Hay citas en español disponibles.
Presented by FPA of Silicon Valley, a non-profit organization. Financial Planners will not endorse or recommend individual stocks or products. This workshop is offered as a public service to improve financial literacy, free of charge.

Financial Advisors Needed For Pro Bono/Planners in the Library
2023-11-04 10:00 - 14:00 | San Mateo Public Library, 55 W 3rd Ave, San Mateo, CA, United States
Topic: Financial Advisors Needed For Pro Bono/Planners in the Library
Location: San Mateo Library, 55 West 3rd Avenue, San Mateo
Time: 10:00 am – 2:00 pm
» Click here for more information or to register as a volunteer
____________________________________________
For Interested Community Members: Come to Financial Planning Day in San Mateo and get free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals. CERTIFIED FINANCIAL PLANNER™ professionals are volunteering to offer free, in-person, one-on-one counseling and financial workshops throughout the day. Registration is required. Register online or call (650) 522-7818. Financial Planners will not be marketing services or selling products.
Presented by FPA of Silicon Valley, a non-profit organization. Financial Planners will not endorse or recommend individual stocks or products. This workshop is offered as a public service to improve financial literacy, free of charge.

November 2023 Chapter Meeting
2023-11-09 16:00 - 18:00 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
Topic: Chapter Meeting: Everything you wanted to know about Financial Therapy…but didn’t ask
Speaker: Elana Feinsmith
» Save the date. Registration will open soon.

December 2023 Holiday Party
2023-12-14 16:00 - 18:00 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
CLICK HERE TO REGISTER BY DEC 7

January 2024 Chapter Meeting
2024-01-11 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
Economic Update and Outlook: CLICK HERE TO REGISTER

SPEAKER

Economist & National Speaker, First Trust
SUMMARY

Bryce Gill will be focus his presentation on describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.
Key Takeaways:

Commentary on Economy
Asset Class Outlook
Strategy Outlook

SPEAKER BIO
Bryce is an Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years.
At First Trust, Bryce is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. He is also one of First Trust’s national speakers, traveling around the U.S. to present timely information on the economy and financial markets to both professional and everyday investors. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.
Bryce is based in First Trust’s Austin, TX office and received an MBA from the University of Texas McCombs School of Business and a BA in Economics from Miami University (Ohio).

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

Meet The Board
2024-01-24 16:00 - 18:00 | Yard House @ Santana Row, 300 Santana Row Suite 101, San Jose, CA, 95128, United States
This will be a casual networking event to connect with FPASV’s 2024 board and chapter members. Seize the opportunity to mingle, share insights, and learn about fostering connections within the association and other FPA members.

February 2024 Chapter Meeting
2024-02-08 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO RSVP
Fixed Income 2024 Outlook and Positioning

SPEAKER

Bob Fields, Managing Director, J.P Morgan Asset Management Global Fixed Income, Currency & Commodities (GFICC)
SUMMARY

You are invited to hear insights from Bob Fields, member of the J.P. Morgan Global Fixed Income, Commodities and Currency Team.
Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, he will share thoughts on the current economic landscape, interest rates and inflation outlook, and opportunities in fixed income for 2024.

SPEAKER BIO
Bob Fields, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group at J.P. Morgan Asset Management Based in San Francisco, Bob is a fixed income portfolio specialist responsible for client communications and providing insights across all sectors of the fixed income market. Prior to joining the firm in 2011, he was at PIMCO for 10 years as senior vice president in the Newport Beach office and the product manager for tax sensitive assets. In addition, he wrote commentary about fixed income markets, pertinent and timely thought pieces, and created a number of innovative tax efficient funds. Before that, Bob spent 12 years with Goldman Sachs as vice president in the institutional fixed-income division in both New York and San Francisco. Bob has over 30 years of investment experience and holds an undergraduate degree from Brown University. He completed the executive program in public finance from the University Of Michigan School Of Business and holds Series 3, 7 and 63 licenses.
FEATURED SPONSOR

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

March 2024 Chapter Meeting
2024-03-14 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act

SPEAKER

Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP at Pon & Associates
SUMMARY

You are invited to hear this presentation that aims to provide a concise overview of the multifaceted changes within the Tax Cut & Job Act, urging a closer examination of their implications before the scheduled expiration on December 31, 2025. It will become evident that significant alterations have been made to the income tax landscape.
Learn what you can do in tax and financial planning considerations with your clients.

SPEAKER BIO
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics nationally. Mr. Pon teaches Income Tax at College of San Mateo. Mr. Pon received his BS in Business Administration from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

April 2024 Chapter Meeting
2024-04-11 11:00 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO REGISTER
TOPIC
Industry Chat On Business Best Practices
PANEL

Our esteemed panelists include:
–Esther Szabo, CFP®
–Rob Lyman, CFP®
–Darryl Ng, CFP®
–Jennifer Bush, CFP®
SUMMARY

We are thrilled to announce an upcoming event that promises to be both enlightening and enriching for all attendees. On April 11, join us for a captivating Industry Insights Chat where a panel of distinguished members will share invaluable insights and advice on business best practices. Moderated by the esteemed Curt Weil, CFP®, this event aims to provide deep insights into the strategies and philosophies that have propelled our panelists to success.

PANEL BIOS

Curt Weil, CFP ®
Curt Weil, CFP began his career with E.F. Hutton in 1967, obtained his CFP designation in 1982, served as President of his local IAFP chapter and was the first President of the Silicon Valley Financial Planning Association chapter. In the late 1980’s he began teaching for the U.C. Extension system and taught generations of financial planners for more than 20 years. He served three years as a director of FPA national, six years on the board of the Foundation for Financial Planning and was a founding member of FPA of California. Curt left the brokerage world in 1989 to start his own, fee-only wealth management firm and and 25 years later sold it to his partner and retired. Today Curt continues to do financial planning on a pro-bono basis, is an approved Ethics instructor for FPA chapters, is active with FPA of CA, is on the board of his local Boy Scout Council and fixes homes with Rebuilding Together. He is an instrument-rated pilot, an authority on military history and single-malt whiskey, enjoys a good cigar and lives with Margaret and two cats in Palo Alto.

K. Esther Szabo, CEO, CFP®, Gates Pass Advisors, LLC
As both a Certified Financial Planner and Certified Financial Transitionist Esther focuses on both the technical and personal sides of money. She has been providing education and guidance to individuals since 1992, and since 1998 in the ‘RIA’ world. She has a special niche working with women and couples in transition. After losing her husband in 2014, she launched her own firm, Gates Pass Advisors, based in Los Altos with a satellite office in Washington. Gates Pass Advisors philosophy is to address financial planning first and maintain that planning throughout an engagement. Investments are integral, but financial planning is what keeps clients safe. She remarried in 2019 and is now proud stepmom to two amazing young women, and just returned from experiencing the total eclipse in Texas!

Rob Lyman, CFP®, Johnson Lyman Wealth Advisors
Rob is President and principal architect of the firm’s highly personalized and comprehensive Wealth Management service. Rob serves as the lead advisor for all the firm’s clients, which include corporate tech executives of all stripes, business owners, entrepreneurs, successful professionals, and individuals and families (including a specialty in solo agers). Rob delights in making a difference in his clients’ lives. His passion is to partner with clients, empowering them to clarify goals, discern next steps, and get into action. Rob is an experienced behavioral investment counselor and serves as both a coach and advocate for his clients. Rob is a graduate of Princeton University and holds a master’s degree in engineering from the University of California, Berkeley. Professionally, he is active in the Silicon Valley chapter of the Financial Planning Association (FPA), where he serves on the program committee and the National Association of Personal Financial Advisors (NAPFA), where he has been designated as a NAPFA-Registered Financial Advisor.

Darryl H. Ng CFP® ChSNC® CDFA® ChFC® CLTC®, CEPA® Sr. Vice President-Wealth Management, Morgan Stanley
A seasoned Wealth Management professional for more than 20 years, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding different life events. He has been listed as the 2018-2020 Top Best in State Next Gen Wealth Advisor and 2023-2024 Best in State Forbes Team. Darryl is dedicated to always doing the right thing and giving his clients a signature white glove experience with highly personalized advice. As a Senior Member at the Mountain View Group, Darryl heads the advanced planning activities for the team. He focuses on the creation and implementation of financial plans, portfolio management, philanthropy, insurance, and estate planning strategies and coordinating with internal resources and outside professionals for proper planning. Throughout his career, Darryl has always been committed to advanced learning and continuous education and has received the below industry designations. Darryl graduated with a Bachelors of Science (Entrepreneurship) degree with Recognition from the University of Southern California’s Marshall School of Business, advanced professional education from the American College of Financial Services, and Upasampada Ordination from the Theravada Buddhist Society of America (Buddhist Monk Certification). Darryl also is serving as a Subject Matter Expert and Volunteer National Exam Writer at the CFP Board of Standards and on Morgan Stanley’s National Trust Advisory Council.

Jennifer Bush, CFP®, Main Street Financial
More Details To Come.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-04-13 14:00 - 17:30 | Saratoga Library, 13650 Saratoga Ave, Saratoga, CA, 95070, United States
FPA Silicon Valley is providing complementary financial planning sessions to the community

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Saratoga Library Financial Planning Day. This will be an in-person event and available to the entire public. There will be a presentation on the topic of Taxes for all attendees from 2 to 3 pm.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).

The logistic volunteers will assist with checking in arriving attendees, trouble shooting and collecting survey responses as attendees exit each session.

Thank you for your time, and if you have questions, please contact the event organizer,
David Fung at: david.fung@sidfinancial.com

May 2024 Chapter Meeting
2024-05-09 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO REGISTER TODAY!

OUR FEATURED ANNUAL PARTNER

Join us on May 9th for a transformative Chapter Meeting exploring AI’s role in financial services. Discover its benefits, practical applications in daily advisory work, and strategies to enhance client relations and operational efficiency. Learn how AI reshapes traditional models, streamlines processes, and provides actionable insights. Don’t miss this chance to unlock AI’s potential in revolutionizing your financial advisory practice. Register now for invaluable insights and strategies!

Overview of Presentation: AI Intro & Practical Use Cases for Financial Professionals
Introduction (5 mins)

Brief overview of the evolution of technology in financial planning.
Introduction to AI and its relevance in today’s financial advisory landscape.

The Role of AI in Financial Planning (5 mins)

Overview of AI’s capabilities and potential in financial advising.
Discussion on how AI can save time, increase knowledge, and enhance client connections.

Case Studies: AI in Action (20 minutes)

Real-world practical examples using AI for financial advisors
Demonstrating time savings and efficiency gains through AI applications.

Implementing AI in Your Practice (10 minutes)

Steps to adopt AI technologies in financial planning practices.
Considerations for ensuring compliance and aligning with regulatory requirements.
Use case discussion and Q&A (10 minutes)

Total – 50 mins

Speaker Biography
David Itzkovits, CFA
David has 20 years of experience in Financial Services and has worked in various senior roles at top tier financial institutions. He was a founding member of a startup which was eventually acquired by a $50 Billion global investment firm.
David is an acknowledged thought-leader in the use of Artificial Intelligence in the investments industry and is an international key-note speaker on the subject. He has been instrumental in driving the use AI in investment management and launched multiple funds including the first UCITS Balanced Fund in 2017 utilizing AI exclusively in the decision-making process.
David is a CFA Charter holder, and has an MBA from Ivey Business School at Western University.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-05-18 12:00 - 16:00 | Santa Clara Central Park Public Library, 2635 Homestead Road, Santa Clara, CA, 95051, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community

Santa Clara Financial Planning Day

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Library Financial Planning Day. The event will be an in-person event and available to the entire public.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP® professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.)

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.

Thank you for your time, and if you have questions, please get in touch with the event organizer, Cary Tucker, via email: tucker.cary.w@gmail.com

52nd Annual FPA NorCal Conference
2024-05-28 - 2024-05-29 | Palace Hotel, 2 New Montgomery St, San Francisco, CA, 94105, United States
52nd Annual FPA NorCal Conference
LEARN MORE: https://www.fpanorcal.org/
REGISTRATION TO OPEN IN DECEMBER 2023

What Is FPA NorCal?

The FPA NorCal Conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners. We cover the latest in financial education, professional development, and business success. Every year we host inspiring speakers who contribute useful insights to our industry.

Inspiring Excellence And Fostering Community

We are dedicated to providing leadership and great networking opportunities. Our purpose of delivering excellence is what motivates us to offer high-quality conferences year after year and has resulted in a national reputation.
The FPA NorCal Conference is put on every year in a collaborative effort by volunteers from the four local Bay Area FPA Chapters, East Bay, Northern CA (Sacramento), Silicon Valley, and San Francisco. Our motto within the FPA NorCal planning committee is a conference For Us, By Us.
Embrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference.
Change. Change is the one thing in life that is constant and unavoidable. Change is growing faster and more dynamically with each turn of the calendar. There has been, and there continues to be, change across so many aspects of a financial advisor’s daily life from the regulatory environment, the technology we use, our clients’ priorities shifting dramatically during a global pandemic, and the increased emphasis on investors’ psychology. Change in our industry over the past few years has been exponential.

2024 FPA NorCal Conference Theme – Embrace Change

NorCal features a 5‑track series of breakouts spanning 2 days, with a very rigorous conference committee process that vets all the sessions and doesn’t permit any ‘pay‑to‑play’ speaking slots, which typically includes a mixture of both more technical (CE‑oriented) sessions and practice management sessions.
In addition, the NorCal agenda features 4 national‑caliber keynote speakers. Registration to the conference includes a recording of all the conference sessions (not just the keynotes, but every breakout, for those who want to go back and listen!).”

NO June 2024 Chapter Meeting
2024-06-13 | CA

July 2024 Chapter Meeting
2024-07-11 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO RSVP

TOPIC: Tax Deferral Strategies for Real Estate
Invesco Real Estate manages $91B+ across the globe and has been in the industry for 40+ years. Invesco will be discussing their real estate platforms robust investment capabilities and specific tax-deferral strategies. The 1031/721 exchange solution provides investors the opportunity to potentially exchange, on a tax-deferred basis, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality, diversified commercial real estate. Our Real Estate Exchange Specialist at Invesco Real Estate will provide an update on the 1031/721 exchange requirements. Discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider syndicated DST programs. Our Specialist will provide details about how these programs were designed to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business.

SPEAKER:
Kyle Connor, Real Estate Exchange Specialist at Invesco US
SPEAKER BIO:
Kyle Connor is a Real Estate Exchange Specialist at Invesco Real Estate. Kyle’s primary responsibilities are to assist financial advisors and help their clients navigate the process of exchanging investment real estate into Invesco’s Private Market offerings, and to serve as a subject matter expert on Real Estate Exchange to Invesco Distribution within the Wealth Management Intermediary channel.

More Information:
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU APPROVED for this session
No refunds after 11 am the day before the meeting.

August 2024 Summer Social
2024-08-01 16:00 - 18:00 | Campo di Bocce, 565 University Ave, Los Gatos, CA, 95032
CLICK HERE TO RSVP

August 2024 Chapter Meeting-Bocce Ball Networking Social

GAME ON!!
THE EVENT
We are bringing back this special event featuring an evening of extended networking opportunities in the fun atmosphere. Come enjoy some friendly competition as you will be divided into teams and can challenge each other to rounds of bocce ball**.
**you don’t need to play Bocce Ball to attend
BOCCE BALL TEAMS
If you would like to participate in the bocce ball games, we will have sign-up sheets. No experience necessary! You will be provided game instructions and coaching. This is more about team-building while laughing along the way!

More Information
Ticket price includes: heavy appetizers, ice water & iced tea.
No host or cash bar for purchase of any alcoholic drinks
No pre-paid meeting passes allowed for this special event. No refunds after July 26.

35th Annual FPA Far West Roundup
2024-08-08 - 2024-08-11 | UC Santa Cruz, 1156 High St, Santa Cruz, CA, 95064, United States
RSVP & LEARN MORE
The 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.
This 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.

September 2024 Chapter Meeting
2024-09-12 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
CLICK HERE TO RSVP HERE

TOPIC & SUMMARY

Elections Come and Go, Results Last a Lifetime: Investing in a presidential election year

SPEAKER BIO

Mike Stern is a wealth management consultant at Capital Group, home of American Funds, covering the San Francisco area. He has 28 years of investment industry experience and has been with Capital Group for 19 years. Prior to joining Capital, Mike was a vice president with SunAmerica in Los Angeles. He holds a bachelor’s degree from the University of California, Santa Barbara, and attended Pepperdine University for graduate studies. He also holds the Certified Investment Management Analyst® designation. Mike is based in Danville, Calif.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

2024 FPA National Conference
2024-09-18 - 2024-09-20 | Greater Columbus Convention Center, 400 N High Street, Columbus, OH, 43215, United States
At FPA Annual Conference 2024, connection, learning, and community take center stage. It’s where you’ll rub shoulders with the brightest minds, exchange ideas, and discover the latest strategies that will supercharge your success. It’s an experience like no other, and it’s tailor-made for YOU.
The conference brings together financial planners, thought leaders, service providers, and allied professionals. And, as the largest annual gathering of CFP® professionals, you’ll be surrounded by the very best in the business—all under one roof.
RSVP & LEARN MORE

Next-Gen Social
2024-09-19 17:00 - 19:00, 2024-10-17 17:00 - 19:00 | Yard House @ Santana Row, 300 Santana Row Suite 101, San Jose, CA, 95128, United States
Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect, share insights, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift, our networking social offers a welcoming environment to explore opportunities and expand your professional network.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-09-21 12:00 - 14:00 | Gilroy Library, 350 W Sixth Street, Gilroy, CA, 95020, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community and is seeking volunteers

Gilroy Financial Planning Day

CLICK HERE TO SIGNUP

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Gilroy Financial Planning Day. The event will be an in-person event and available to the entire public.

The day will begin with a presentation on the topic of Social Security by Kerry Worden, a Registered Social Security Analyst at 11 am, followed by 1:1 financial planning sessions from noon until 2pm.

Financial planners who are interested in volunteering their time to offer one to one financial planning are encouraged to sign up. Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP® professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.)

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.

Thank you for your time, and if you have questions, please get in touch with the event organizer, Jennipher Lommen, via email: jennnipher.lommen@wildflowerfinancial.com

October 2024 Chapter Meeting
2024-10-10 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
RSVP HERE

Join us for this chapter meeting on Commercial Property Valuations and Tax Appeals. Learn how to assess property values under current market conditions, navigate property tax appeals, and estimate reasonable discounts for minority ownership interests. Our expert speaker will cover key valuation trends, the appeal process, and practical insights to help you guide clients in commercial real estate matters. Space is limited—RSVP today to secure your spot!

Gene Williams is the Managing Director of Valbridge‘s Sacramento/Central Valley office. He formerly managed CBRE’s office in San Jose and has provided valuation services in a wide spectrum of complex civil and federal litigation cases. He also specializes in arbitrations for lease renewals and partnership disputes.
Mr. Williams also leads the Tax Appeal Group for Valbridge in the Northern California region. His experience includes working on behalf of Alameda County in the case of the Tesla manufacturing facility in Fremont. He earned the MAI designation 30 years ago and is a past President of the Northern California Chapter of the Appraisal Institute.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-10-26 10:00 - 13:30 | Redwood City Public Library, 1044 Middlefield Rd, Redwood City, CA, 94063
FPA Silicon Valley is providing complimentary financial planning sessions to the community and is seeking volunteers

Redwood City Financial Planning Day

CLICK HERE TO SIGNUP

The Financial Planning Association supports our community by providing complimentary, 30 minute, one-to-one financial planning advice sessions at the Redwood City Library Financial Planning Day. The event will be in-person and available to the public.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. If time permits, logistics volunteers can sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise.

Thank you for your time, and if you have questions, please contact the event organizer,
Darien Tung, CFP, CRPC darien.a.tung@ampf.com; 650.575.6482.

November 2024 Chapter Meeting
2024-11-14 11:30 - 13:30 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
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Topic: New Perspectives on Roth Conversion

SPEAKER: Barry H. Sacks, PhD, JD

SUMMARY

Join us for an insightful presentation on the costs and benefits of using a Reverse Mortgage Credit Line to pay the tax for a Roth conversion of an IRA or 401(k). We’ll begin by comparing the advantages of Roth vs. traditional accounts, followed by a discussion of the financial impacts of various tax payment options, including securities, cash, and reverse mortgages. A quantitative analysis, including Monte Carlo simulations and tax treatments, will showcase the differences in after-tax cash flow and legacy outcomes. Don’t miss this detailed exploration of a key financial strategy!

SPEAKER BIO
Barry Sacks, a graduate of Harvard Law School, has practiced primarily in the area of retirement plan law. He has been a Certified Specialist in taxation law for more than 40 years, and he has been listed in “Best Lawyers in America” for more than 20 years.
Barry also holds a Ph.D. in theoretical physics from MIT. His doctoral dissertation involved extensive mathematical modeling. This modeling carried over to his pioneering research paper modeling the use of reverse mortgage credit lines to offset the adverse sequence of investment returns in retirement accounts. This Coordinated Strategy enables significant enhancement of the sustained cash flow throughout long retirements.
The first research paper, presenting the “Coordinated Strategy,” was published in the Journal of Financial Planning, in February 2012. Two sequels, expanding the application of the Coordinated Strategy to a much wider range of retirees than initially recognized, were published in the same journal, in October 2017 and December 2021. (The 2017 paper was co-written with Stephen Sacks and Peter Neuwirth. The 2021 paper was co-written with Stephen Sacks and Philip Walker.)
More recently, Dr. Sacks’s research on the uses of reverse mortgages has been in the realms of providing liquidity in Silver Divorce and providing the means for doing Roth conversions of traditional IRAs and 401(k) accounts.

More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.

Financial Advisors Needed For Pro Bono/Planners in the Library
2024-11-16 10:30 - 14:00 | San Mateo Public Library, 55 W 3rd Ave, San Mateo, CA, United States
FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday, November 16, 2024
CLICK HERE TO SIGN-UP

San Mateo Financial Planning Day

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the San Mateo Main Library Financial Planning Day. The event will be an in-person event and available to the entire public.

The event will take place on Saturday, November 16, 2024, 10:30am to 2pm.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).

Logistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits, logistics volunteers will be allowed to sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise.

Refreshments will be provided to our volunteers.

Thank you for your time, and if you have questions, please contact the event organizer, Kalvin Sid, CFP(R), at kalvin@sidfinancial.com or 650-378-8588. See you there!

November 2024 Next-Gen Social
2024-11-21 17:00 - 19:00 | Yard House @ Santana Row, 300 Santana Row Suite 101, San Jose, CA, 95128, United States

December 2024 Annual Holiday Party
2024-12-12 16:00 - 18:00 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
CLICK HERE TO RSVP

Let’s recreate that holiday fun get-together! Join us for a fun-filled Holiday Hat-tastic Party! Wear your most festive, holiday, or fun hat and enjoy some of the best heavy appetizers from Maggianos, drinks, and holiday games with exciting prizes. It’s an evening of laughter and cheer with plenty of opportunities to mix and mingle. RSVP NOW & Mark your calendar! Let’s celebrate the season together with a night of fun, food, and festive flair. See you there, hats on!

January 2025 Chapter Meeting
2025-01-14 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
CLICK HERE TO REGISTER
1.0 HOUR of CFP CEU APPROVED
